We're a new club, 9 months and as per our clubs by-laws, any member who becomes delinquent in their responsibilities will be terminated and forfeit their contributions. This has occurred and I'm having difficulty deleting the former member from the system. What I'm trying to ...
Your best choice is to direct this question to bivio's support staff. However, I can tell you that AccountSync only works going forward. Ira Smilovitz In a message dated 07/30/2008 9:45:26 P.M. Eastern Daylight Time, lindawoo@bivio.com writes: I just signed up for bivio and set-up ...
There is no protocol. Your club, and/or its members as individuals, should do what they think appropriate. If the club decides to send flowers as a club expense, make sure to enter it as a nondeductible expense. Ira Smilovitz In a message dated 08/06/2008 12:26:36 ...
Within the past two weeks our Pyramid 350 Investment Club has lost 2 very long term past valued members. Approximately 80% of current club members knew and had worked with our deceased former members. In regards to flowers and memorials, what is normal protocol? One ...
I just signed up for bivio and set-up the account sync to our broker account with Ameritrade, but the only transactions that were imported were the ones my club made after we signed up for bivio. We have had our account with Ameritrade for five ...
Our club's bylaws have consitently said that all members will have an equal share in the club, and to-date we have kept that philosophy. We added three new members (July 25), and in an effort to keep their shares and investment in line with the ...
Obviously, you're seeing one of the disadvantages of trying to keep all members equal. It doesn't always work as planned. Not to mention that it will get more and more difficult to find new members who can afford such a large initial investment. But to ...
In our TK5 program as well as investment websites such as Vanguard, they offer a report/graph that shows the portfolio value vs. cost over a period of time. We used to use this graph to help track our performance over time. Does Bivio offer a ...
Gurus: Our recently deceased member has caused us to reflect on details and it dawned on us that we have never made any changes to the "filing" we did with the county courthouse when we chartered. I was not a member at that time, so ...
It's me again. now i have incorrectly entered members' contributions for their Better Investing magazine subscription as "income". I realized it should be in the suspense account and thought i had deleted and corrected (since their funds were only passing through the checkbook as I ...
Hello, I have a simple question- We use an automatic investment plan and I our brokerage pulls the amount we decided to invest in the stocks we have chosen as a group and the purchase takes place on a tuhrsday afternoon. Our money is pulled ...
It's a deductible expense. Brokers are now allowed to charge ADR/ADS dividend processing fees. Ira Smilovitz In a message dated 7/6/2008 1:26:37 P.M. Eastern Daylight Time, lynn@bivio.com writes: We received an agency processing fee of $1.00 along with our dividend this month from our Infosys ...
Hi all, We received an agency processing fee of $1.00 along with our dividend this month from our Infosys ADR. How do we handle that fee? Should we enter it under "Charges"? Or should we enter the dividend net of this fee? Other? Thanks, Lynn ...