I've done a lousy job of keeping my own watch and neither club I have been in has done a very good job of maintaining one. The biggest issue I've had with watch lists is that there doesn't seem to be a clear appreciation of ...
Greetings all - As a new treasurer, I seek a Treasurer-geek (that's a full compliment) to engage in conversation to straighten out a mess that has been created trying to withdraw 3 members. The full withdrawal was performed. Then checks came in that needed to ...
For those of you affected by recent AccountSync issues, we really appreciate your patience as our technical staff continues working to smooth out broker issues after our recent switch to the new ISP. Here is an update for clubs with Charles Schwab accounts. When Schwab ...
Any clubs invest in REITs? Are there any problems with doing that? Especially at tax time? I know it's not a standard investment for us. Thanks Kim Potter BI Brighton Model Investment Club
Our club uses E*Trade as our broker and is one of those whose server is blocking Account syncing to Bivio. Yesterday, Friday, I sent a help request to Bivio but I haven't got a response yet. I want to be able to add our dividends ...
Hello, How does your club handle partial/full payouts of members? I am in an investment club that has been going since 2000. We feel our by-laws are well written but we need some help addressing a partial or full withdrawal of funds from the club. ...
If you are an E*Trade or Edward Jones customer, we need you to call their technical support desk and tell them this: Your OFX server is blocking our club's accountingA software when it tries to download trades from our account. Please whitelist bivio.com 's IP ...
Hello , I received a refund check from Better Investing and using SuspenseA was ableA to get it into our bank account for our club. This resulted in a negative value in the Suspense account. When I tried to remove this value , it removes ...
Anyone else having trouble reconciling cost basis for Corecard with many different sized lots sold? Let's say we sold 200 shares of Corecard, bivio had numbers of shares being sold at 34, 7, 6 15 etc. TDA has shares sold at 40, 75 etc. I ...
We use Schwab as our broker and updated to the Yodlee service as instructed last July. We're now seeing an alert that we need to update our AccountSync, but when I went in to do it, I'm seeing a popup from Schwab (edited screenshot attached) ...
If your mail is going through yahoo.com (this includes aol.com ), messages from yourA clubs and Club Cafe are being "temporarily deferred" by Yahoo. We are working with our new ISP and Yahoo to resolve this issue. Cheers, Rob