Our club is just starting with bivio, and I have 2 general questions: 1) I keep seeing webinars I'd like to join but they're always at the wrong time for me (like this Sunday when our first grandchild is visiting!). Are webinars ever posted where ...
Hello WISERETTES, I didn't know if any of you participated in the BIVIO webinar today, regarding doing a club audit. It was very good. An audit is something we really should be doing each year for prior year, before filing taxes. The audit needs to ...
Mark Robertson has begun a new monthly series at bivio called Dashboard Diagnostics. He will be analyzing and discussing club portfolios. To request a public review of your club's portfolio, submit your story to Mark at expected_returns@bivio.com. Over the course of the coming year, he'll ...
I listened to your audit seminar today and have a question. I became treasurer 1 1/2 years ago. At that time, a few of our stock shares didn't match exactly with the bivio stock shares. I was told by the outgoing treasurer that the small ...
Would the Member Tax Allocation report give the amount of tax to report after the audit instead of waiting for the K-1 since that form isn't sent to the IRS anyhow? Carolyn Raftis MHB Investment Club
I'm a little confused about this bulletin It says below that there are free webinars this weekend (January 30 and 31st) to understand bivio taxes, but when I click the link it lists tac prep webinars in february.. Are these two differen webinars? If so, ...
We placed a Trailing Stop, GTC, about 60 days ago on a stock with TD Ameritrade. When I checked our account, the Stop order was gone. I asked TD to investigate and was told that when a stock issues a dividend, TD "Administratively" cancels the ...
Our club received a commission adjustment of .54 cents from Scottrade. I am not sure how to Identify the credit? Thanks in advance for any help! Michael Healy B&H Investments
I was just looking at myiclub and it generates member ownership charts, portfolio performance charts. I don't see that from bivio. Does bivio create charts/graphs or only reports? Do you have plans to create charts? thanks, eTana, Stockettes Investment Club
We received $2.11 in capital gains on the money market portion of our brokerage account. How do I enter this. The income screen does not have a capital gains option and the investment income screen requires a ticker symbol and the available ticker of FPRXX ...
Hi, We have had a General Partnership for just under 10 years. There is talk amongst the remaining members about dissolving the partnership and closing our Accounts with the bank and broker as well as with bivio. My question is, if our club dissolves in ...
Andy: I have pasted below the response I provided in November to a similar question. I feel an annual report can be based on the data contained in the bivio reports, but should contain more analysis. I feel that it is my responsibility as treasurer ...