Our broker deposited $18000 into our account by mistake. It showed 'transfer-check deposit'. The next day, they transferred it back out with 'deposit correction' shown. Do I show this on Bivio somehow or just delete? This was in our savings account and I used the ...
All, Our club is over six years old, and barring the recent horrors in the market, done reasonably well. We have used Scottrade throughout. There are two functions ST allows me to do within my personal account that they do not allow for the club: ...
On our monthly broker statement, one of our stocks was listed as "registration revoked". It is worthless. How do I enter that into our club accounting? Thanks, Jane
Our club uses Bivio online accounting and has a $50 per month minimum payment per member. In December one of our members had a total of $800 paid in for 2007 and it was deposited with the broker before December 31. He asked me during ...
Hello, When does Bivio update the market prices it uses? We have our meetings around 6pm CST and if I run a Valuation that eveneing, Bivio still uses the market close values from the day before. So we end up using Yahoo, etc. to get ...
A new member in our club is setting up our portfolio in Yahoo! She's going into bivio to look at the history of each of our current holdings of 7 stocks. She's trying to understand it, and I'm having trouble explaining particulars to her. Here ...
I had a breech of privacy on bivio. Someone emailed to a member that they downloaded our phonelist. Sunday I had checked all folders. I had forgotten this makes them all public. My question: Files Public Folder Member folder 1. Should there be checks only ...
I don't have a clue who this is, but i'm receiving all your e-mail can someone stop this, Etana Finkler, and Jim Thomas Original Message From: Etana Finkler <etana_finkler@bivio.com> To: club_cafe@bivio.com Sent: Monday, October 13, 2008 10:03:47 PM Subject: club_cafe: Re: RE: Paying for Bivio ...
Hi All! Would be grateful to hear from others what the best way is for a stock club to pay for the Bivio subscription. Grateful to anyone who responds to this. Thanks so much! Carol
While I was on vacation, another member changed our broker password in order to purchase stocks. This broke our sync connection with Bivio and the broker. How can I change our password on Bivio to match the brokers password? Debbie
My Brokerage account shows 3.03 more than my Bivio accounting. I have gone back and checked all the transactions for the past year everything checks out. At the end of the year when our CPA did the audit, she did not find a discrepancy and ...
Joann, Our club uses TDAmeritrade. Their fee is $9.99 per trade. (There are some online brokers that are less expensive.) We have been very satisfied with TDAmeritrade and it has been very club friendly for us. It interfaces with Bivio in that all dividends, deposits, ...