At a luncheon meeting of our stock club today, we voted to disolve our partnership. I have spoken to our broker, Scottrade, and was told to send a copy of the minutes and a check request which will be signed by all members. Members will ...
Our members voted to disolve our partnership. I have spoken to the Knoxville Scottrade office and was told that we should send them a copy of the minutes stating this action is to be taken and a check request signed by the members. We will ...
Yikes: I need to enter a transaction but dont know how to do it. I inadvertantly entered fee transactions as member payment transactions on behalf of one member of the club. These fee transactions were supposed to bereimbursement to the club for a social event. ...
The question of the need tobackup Bivio data files has been raised in our club. Shoul the club take action to backup thier data files in Bivio oris the information captured by Bivio and can be captured again by the Finance Officer in the event ...
We own 50+ shares of Dana corp before the bankruptcy reoranization--it is our understanding that they no longer exist--how do we remove these stocks from our portfolio and valuations? Thank you Debbie Jones Treasurer
Greetings! Will someone please explain the penny entry form of payment that has members add one cent, two cents, etc. to help with keeping track of members payments? I appreciate any input. Thanks! Johnny
My club is dissolving and we've decided to transfer each members share of the securities to there individual brokerage accounts. My question is how do we determine who gets what? Do we just initiate a withdrawal action for each member? Not everyone in the club ...
AccountSync should pick up the transaction correctly. However, if you are entering your transactions manually, here is what you need to do. Assume you are selling 123.456 shares. First you enter a sale of 123 shares for the amount you received. Then you enter a ...
I don't seem to be entering the cash in lieu for fractional shares correctly. (following a sale). would someone please walk me through that process? Deannie
Why do you think they are not qualified dividends? Ira Smilovitz In a message dated 08/19/2008 11:48:36 P.M. Eastern Daylight Time, marilynet@bivio.com writes: I entered Schlumberge as qualify dividends. This is not correct so I went in and deleted the entries ( three since January ...
I entered Schlumberge as qualify dividends. This is not correct so I went in and deleted the entries ( three since January ) and re-entered them as dividends. However they again showed up as qualify dividends in the reports. How do I remove these three ...
We do not allow any vote other than at a face-to-face meeting. Obviously, an online club would have other arrangements. The key is that you must follow the language of your partnership agreement. If it doesn't suit your needs, amend it. Ira Smilovitz In a ...
From time to time stock supervisors in our club request email votes to sell or buy. The problem is that it is hard to get a majority of members to respond. We are considering a by-law change that would permit us to go with the ...
When Bivio informs the club of a dividend payment. Is the X-Dividend date automatically pickup by the program or must the finance officer go to the transaction do a look up and then enter to assure the program registers the dividend as a qualified dividend.
Unfortunately, due to lack of member interest, we are dissolving our club. Each member has a personal brokerage account to which we want to transfer their share of the portfolio. The question is how do we determine number of shares of each stock should be ...