In a message dated 10/28/2007 11:04:18 A.M. Eastern Daylight Time, nycpartners@bivio.com writes: I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to ...
I would think that would work as well. Ira Smilovitz In a message dated 10/28/2007 12:17:34 P.M. Eastern Daylight Time, danny.matthews@hotmail.com writes: Could a club have a signature line with a line to show the date signed by each individual member? Danny Matthews From: IraS1@aol.com ...
I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to the partnership agreement, how is the agreement actually revised - meaning do ...
I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to the partnership agreement, how is the agreement actually revised - meaning do ...
In a message dated 10/23/2007 4:14:36 P.M. Eastern Daylight Time, berniejugilbert@bivio.com writes: I am trying to enter my etrade info -- to connect with bivio. I have been unsuccessful -- I know I am using the correct User name and password -- because I can ...
I am trying to enter my etrade info -- to connect with bivio. I have been unsuccessful -- I know I am using the correct User name and password -- because I can access my etrade account on etrade.com. Please advise.
I am trying to enter my etrade info -- to connect with bivio. I have been unsuccessful -- I know I am using the correct User name and password -- because I can access my etrade account on etrade.com. Please advise.
The transactions for one stock with dividends reinvested in additional shares would be 4 quarterly dividends received plus 4 quarterly dividend purchasing aditional stock. This would be a total of 8 transactions. How many transactions would it be if the dividends went directly to the ...
Our bivio site shows 340/400 transactions. Transactions I understand relate to financial transactions only and not files & messages. What does the 400 refer to and what happens when it is reached? Ray Marchand
We have been using the penny method of individual deposit amounts for 3 months now, and bivio still does not recognize the uniqueness of the deposit and automatically assign the transaction to a person. That's my understanding of what was to happen. I have to ...
I began this process in August when IClub had run out and I had to pay for the year to renew $59.99, and Jackie said that it would come off the fee for Bivio. I proceeded through the steps and got stuck and then emailed ...
We have 6 orginal members and over a period of years have taken in 5 more. Our buyin has been based on the current market value of our portfolio divided by the number of existing members. All member have paid dues at time of collection. ...
In a message dated 10/16/2007 7:40:16 P.M. Eastern Daylight Time, jcorbett@bivio.com writes: hi, i have a question concerning account sync. Exactly how does Bivio's account sync. track individual payment from club members to the broker? Thanks in advance . If you use the "pennies" method, ...