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Accountsync I would like to see you add Firstrade to the accountsync format. Since we now pay for accountsync because club accounjting was discontinued, we cannot utilize the accountsync services. Changing traders is an option, but as a younger club we have not yet hit the ... William Alan Bounds 2 messages
Fee deducted from foreign dividend We received a foreign dividend where they deducted foreign tax AND a fee per share. How do we handle this fee in bivio? Is it deductible? Joyce Furry 3 messages
What Brokerage does your club use? Our club is wanting to change brokerage companies. we are tired of not being able to purchase the penny stocks that we would like to purchase just because share builders doesn't trade it. I would like to know what companies you guys use for penny ... DWAYNE WARD 4 messages
Charging expenses without affecting unit values We have 9 members in our club, and split the $99 Bivio subscription (11 $/ea). I paid for it personally, then took up a collection of 11$/person at the last meeting. When I entered a $99 expense, Bivio subtracted $99 from our cash. I remember ... Gerald H Neely 9 messages
Add money to Petty Cash Account I can't figure out how to add money INTO the Petty Cash account. Help. Sam Butler WIN Club Sam Butler 8 messages
AccountSync to Scottrade We've just moved our investment to Scottrade. What do we need to do to sync this account with bivio. Thanks for your help. Deb Deborah Reed 2 messages
Changing a fee to Units Last year our club members paid a fee of $50 each. We decided a couple months ago to refund back $10 per person and purchase units for them. Is there a way to do this? If i do a withdrawal it takes units away from ... Eric From 4 messages
re-inviting club members to log on It has been too long and i still have club members who have not accepted and logged on to the original invitation. how do i reissue the invitation? or do i need to? can someone tell me the steps the new member would go thru ... Deannie Rule 2 messages
re-inviting club members to log on It has been too long and i still have club members who have not accepted and logged on to the original invitation. how do i reissue the invitation? or do i need to? can someone tell me the steps the new member would go thru ... Deannie Rule 1 message
better investing magazine has there been a hold up in the current issue? seems like mine is overdue deannie Deannie Rule 3 messages
club_cafe: better investing magazine my August edition of BI magazine has already arrived. Could it be that you member subscription needs to be renewed, or it means the post office is taking it's own sweet time which it can do with magazines. If you wish you can contact BI ... Noreen B Carpenter 2 messages
AccountSynch We are using TD Ameritrade and AccountSynch has picked up all our transactions until yesterday. On 8/3 we have a TD transaction of: 08/03/2009 MISCELLANEOUS JOURNAL ENTRY 50.00 This is not reflected in Bivio. I know I can manually enter it, but does Bivio only ... Jay Sternin 1 message
Variations in performance for club members We started a club 2/09; most people are contributing about the same every month. Most have the same returns (all around 15%). But one member who has contributed regularly is showing a -13%. As the treasurer I have gone over her transactions, and see nothing ... Ellen Burmester 5 messages
club_cafe: New AccountSync Brokerages I vote for Muriel Siebert- she was the first woman to buy and hold a seat on the NYSE. We do all our buy/sells online($14.95), and they do offer full brokerage options if you wish to pay for them. Our club holds the account- for ... Noreen B Carpenter 1 message
Merrill Lynch Our club is currently using Merrill Lynch as our broker. We would like to use the Account Sync option. Is it possible? Thanks Elaine Agee 2 messages