Just got a notification from Charles Schwab that GE had spun off GE Vernova. I have looked on the SEC Edgar website and it says the state or jurisdiction of this company was Delaware so I am assuming that it is not a foreign owned ...
I am still having difficulty filing electronically with the state of NJ. I have tried every permutation of operating system (PC, MAC) and browser (Safari, Edge, Chrome) available to me. I can not get Ty Hughes workaround to work for me and my prior workaround ...
Our older Charles Schwab transactions are missing in bivio. New ones are there so it doesn't seem to be an issue with the connection. Charles Schwab does not provide OFX file format which is the only one that bivio accepts so I'll try and find ...
I have a stock that gave a dividend in 10/23. It is not listed in bivio's dividends but is in my 1099 Div. I see how I can add a transaction for a listed dividend stock but I don't see any way of adding a ...
We have a former club member who previously cash out and now several years later wants to rejoin. I do not see how to reactivate the member. Has anyone had this happen and how do we do this on Bivio.
I have appreciated all the input re: changing our brokerage acct from Schwab to Fidelity. Several Clubs recommended I call Fidelity and ask them to open a case # so that I could talk to a Fidelity person who is in the 'back office' who ...
I've owned Novo-Nordisk stock (an ADR) for 9 years (TD Ameritrade, then Schwab Brokerage) & have the dividends reinvested 2X a year (April & Aug) (Received the Aug'23 reinvestment dividend AFTER Schwab took over.). I just bought my g-kids shares & noticed that my Dividend ...
I suspect you're looking in the wrong place. It's actually hidden in a poorly chosen location. From the IRS homepage, click "Sign in to your account". Then choose the link to "New to business tax account? Get started". Ira Smilovitz On Sat, Mar 9, 2024 ...
Bivio did not pick up a purchase of of 1 share of AL on 10/06/2023 @ $33.9419 price We sold all of AL on 12/04/2023 Bivio shows we sold 194.156 shares of AL on 12/04/2023 TDA shows on 12/4/2023 sales of 195 shares of AL ...
Hello, On another subject, besides taxes, I have a question about how Clubs decide to hold/sell/buy more of a holding. Our club assigns a "Gatekeeper" or a member who watches the stock for 12 months. Per our current by-laws, the Gatekeeper is the only member ...
Bivio didn't pick up a STG of $16.97 reported from our broker of a sale of UFP we made in December. I don't know how to add this to Bivio so it balances out. TIA, Steve