Do any clubs put together an annual report for its members? If so can you send me an example of the one that you have used in years past? Thanks gwsinvest@gmail.com
My investment club is looking to open up a Folio brokerage account and move away from our local broker. Was hoping to get a temperature from those that use Folio as their brokerage. Thoughts or experiences? Thanks, Mark (Treasurer, HK Hopefuls)
Hello Jim Thomas, This message serves as notification that you will not receive any more courtesy notices from our members for two days. Messages you have sent will remain in a lower priority queue for our member to review at their leisure. Future messages will ...
hi - has anyone done a stock transfer in a prior year and knows the resulting tax consequences to the withdrawing member, as well as, the remaining members? i've tried to get answers from tech support but it's always very vague and incomplete. i would ...
Our club is considering switching to bivio from online club accounting. We are currently in a 3 month trial period and so far everything for me (as treasurer) has been seamless and the pros outweigh the cons. I'm also more than happy with support. After ...
We have been in existence for 10 years and have written E-Trade our brokerage house several times regarding new financial officers. We recently found out that these letters were not registered and a member who no longer is part of our club still has financal ...
As of the close of business on November 3, 2009, Merck & Co., Inc. (NYSE: MRK) and Schering-Plough Corporation (NYSE: SGP) completed their merger. Each share of SGP received $10.50 in cash and 0.5767 shares of a new company [MRK]. This is not a typical ...
Hi Everyone, Just a reminder that the Manifest Investing Challenge club will be meeting again this Wednesday(Nov. 11) evening at 8PM ET. This is an virtual, online club run by Mark Robertson. Everyone is invited to join online to observe or even participate. The stock ...
Our cents balance on our on line account shows .16 and it should be .11. Which shows money market interest at .19 which is correct. It does not show in the transactions where the .05 went other than it's in our balance, and therefore I ...
In investment income when asked where deposited, I said online account and it should have been bank. Our bank shows the correct amount but our online shows .05 too much and I do not find anyway to delete it from the online account. Can you ...
Hi Pam. What I meant was that Bivio does not finish processing the 2009 tax data for about two weeks. In other words, you cannot produce the 2009 tax returns until around January 15th 2010. That's presents no problem at all. Arthur Klages Original Message ...
Hi Pam.. I am long-time treasurer (for 15 years ) and have used Bivio since it came out. For $99/yr it simply cannot be beat and I recommend it highly. We previously used an accountant and using Bivio was a big saving. Now, after Bivio ...
I seem to have run into a problem on Bivio I normally get the financial data for the our club minutes from Bivio going through accounting-reports-transaction ledger. But none of the dividends are showing up in this report and I can't seem to find them ...