I bought the Active Partnership and Im currently having a problem with accountsync. Ive entered my brokerage info from Scottrade into Bivio, user/password and account number but for some reason it is not synching. Does anyone know what I can do to make this work. ...
It looks like our club has run its course and the members want to dissolve it. Are there any instructions or steps that I should take as treasurer to end it? Also, can we use the current bivio tax system to file a final return ...
I have noticed that recently the trades that were done at Ameritrade yesterday are not picked up by Bivio as they always have been. Trades that were done on Wednesday dont get picked up until Friday morning instead of Thursday.
We would like to receive some information from other clubs regarding recommendations for brokerage firms. We are thinking of making a change and would welcome your input. Thank you. Sharon H. WI$E Women Investment Clue
In a message dated 04/08/08 11:59:36 A.M. Eastern Daylight Time, foxmoor@bivio.com writes: We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to ...
Our club is considering the purchase of Satyam Computer Services (SAY). One issue that came up in the discussion was what effect will owning an ADR have on accounting? My guess is that we will have to enter dividends differently to acount for foreign withholding ...
We received 2 shares of Fairmont Communications(FRP) for our 150 shares of Verizon dated 4/4/08. When I check the brokerage account, it is listed as 10/17/07 for 1.3333 shares @ $14.75 = $ 19.96 and 2/20/08 for .6667 shares @ $11.219 = $7.48. (These dates ...
Our club owned 40 shares of Harrah's stock. The company was bought by a private equity firm at the end of Jan 2008. This transaction was recorded as a "merger" in our investment company's log with 3,600 ($90/share). This was recorded on 1/29/08. However a ...
We have had some difficulty with our current brokerage account and would like to receive recommendations from other clubs regarding ease of transactions as well as use of website for research. Thanks. WI$W WOMEN Investment Club
We have had some difficulty with our current brokerage account, including the use of the company's website for research. We would like some recommendations from other clubs regarding brokerage companies . Thanks. WI$E WOMEN Investment Club
Thank you so, so, much. Have a great day. Karen Hogan Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:29:07 AM Subject: Re: club_cafe: 2007 Tax assistance (help) As I say, you did record the sale for ...
No. However, I received a 1099 from TD Ameritrade for the transaction, how do I record it, when I can not enter the ticker? Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:04:19 AM Subject: Re: club_cafe: ...