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Edit member withdrawal record? Hi, I just had to record a member's full withdrawal for a cash amount. I have three questions: First, I wanted to record the check number, but didn't think of it until I had submitted the withdrawal transaction; is there some way to edit the ... Joseph Matthews 2 messages
Brokerage Question Why are there options for syncing Brokerages that dont allow clubs or partnerships We were looking into Sharebuilder for their autmatic investing plan but they dont allow it to be opened up as a partnership. only individual or joint any insight helpful..also any insight on ... Kevin Egan 2 messages
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 2 messages
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
direct ACH Our broker will not offer direct ACH and we waste precious time waiting on snail mail to deliver a check. what online brokers are more investment club friendly than that ? if they offer one perk, do they take away another. for instance , our ... Deannie Rule 7 messages
How to Create a Website Link in Files? Through my Bivio site, how do I get links to other websites to post in Files? Example, I want a link to http://moneycentral.msn.com/home.asp as a Useful Link in our Club files? Ellen Burmester 2 messages
Not syncing mutual funds. Our TDAmeritrade account does not seem to be syncing mutual funds correctly w/ Bivio. Bivio is showing more shares than TD. How can this be corrected? Joel Olander 2 messages
How many state returns now? Rob, etal: How many states does bivio currently have on its roster for tax returns? Approximately how many more are coming this year? Thanks! I'm doing a little promoting at InvestEd and I want to be informed! Lynn O. Lynn Ostrem 2 messages
transferring units My husband and I belong to the same investment club. He passed away last month and I would like to transfer his units to my account. I know we cannot do this from one member to another but since we have a trust and there ... Marilyn Trytten 3 messages