We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
Bivio generated forms 1065 (federal) and 565 (California) which matches the TD Ameritrade 1099. (can I do away with rounding errors?) Also, do I need to include some other docs or forms when I mail the 1065 to the IRS and 565 to CA franchise ...
Hi, I created a club mid year last year so half of my stock gains will be from my personal scottrade account while the other half will be in the club. Does anyone know of the best way to handle this? I'm using Turbo Tax ...
Yesterday we made two transactions in Scottrade, and both came over in duplicate through AccountSync. This seems odd, and has never happened before. Has anyone else seen this?
Hello, How to change the current price/share in the valuation report? Since the current price /share in the TD Ameritarde does not agree with Bivio for the BRKB stock. Thanks Baskar
We just add a letter signed by the new member stating that s/he has received a copy of the partnership agreement and agrees to its terms. When we modify the PA, we attach a page stating what the changes are and that it was adopted ...
I am in the process of forming a club but have four people who are going to join next year. When a new person joins does everyone have to resign the Partnership Agreement again or is there a way around it? We have a couple ...
I'm missing the basic info of where to file, and what documents are submitted with our California return. Bivio used to supply this with the old premium service. They may still - I just can't find it. Does it go to Franchise Tax Board, PO ...
Did anyone have the CBH/TD Merger get handled properly by Account Sync? We use ScottTrade, it came over as: Sold our shares for the $10.50 in cash No new shares of TD (should be 20) in our account. John
We own shares of Altria and the stock has had a spinnoff of shares of Phillip Morris International. I don't see any update of this transcation in our valuation report. Do I have to mannually enter the spinnoff or will it be updated automatically through ...
In a message dated 04/03/08 7:47:49 A.M. Eastern Daylight Time, prgeorge@bivio.com writes: Hello, This might be a stupid question considering I have been part of an Investment Club for three years. Better now than later. My friends and I run an Investment Club. We have ...
Hello, This might be a stupid question considering I have been part of an Investment Club for three years. Better now than later. My friends and I run an Investment Club. We have only made contributions since its inception in early 2005 and never taken ...