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 .
Broker & Bivio show slightly different price per share for 05/31/07 Valuation Statement for 2 stocks. Broker shows 42.288 and Bivio shows 42.2900 and other stock shows Broker 26.911 and Bivio shows 26.91. Why did Bivio show a dfifferent price per share for this month ...
In a message dated 10/16/2007 1:56:04 P.M. Eastern Daylight Time, mjf2841@bivio.com writes: Broker & Bivio show slightly different price per share for 05/31/07 Valuation Statement for 2 stocks. Broker shows 42.288 and Bivio shows 42.2900 and other stock shows Broker 26.911 and Bivio shows 26.91. ...
Our club bought Jack Henry shares in April, 2007. Why does the 9/21 dividend not show up as a qualified dividend? It just shows up as a dividend. Nadine Compeer Investment Club
My thread titled "15 month free trial with 400 transactions" has turned into a discussion of delinquent members and late fees, so I'm starting a new thread to address some of Bob Hooper's questions. These are not in the order in which he asked them. ...
Rob, I read your response that Bivio enhances its software app to accept the changes of the brokers, but the balances still do not match. The rounding (I was told by on of your reps) is not the same as Ameritrade. Please advise us if ...
Our club received notice of possible settlement in a case involving Cardinal Health--you know, the big thick legalese envelope. Anyway, it appears our club may qualify to participate in the award, small as it may be. Some of our club members are urging me to ...
Hello everybody, I wanted to get some input in regards to the beginning educational learning of an investment club. I'm getting an investment club started with several friends and family members and I am pretty much the only one with general experience with investing and ...
Rob, I read your response that Bivio enhances its software app to accept the changes of the brokers, but the balances still do not match. The rounding (I was told by on of your reps) is not the same as Ameritrade. Please advise us if ...
I have trouble every month getting my Bivio account to match my E-Trade statement. I was able to change the stock quote used in the account valuation report (month end summary report) in the IClub accounting package, but don't know how to do this in ...
On the TDA website is a note to users of quicken that some changes need to be made re the TDWaterhouse -Ameritrade merge of web sites this summer. I remember reading that bivio uses a quicken format to search for transactions. Do we need to ...
In a message dated 10/9/2007 4:29:51 P.M. Eastern Daylight Time, tkelly1740@att.net writes: I get paid a percentage plus performance bonuses to manage the investments a club/partnership. I don't remember the exact numbers but it was something like 25 million or more than 100 people before ...
In a message dated 10/9/2007 3:57:19 P.M. Eastern Daylight Time, u21828100001@bivio.com writes: Does anyone know whether it is legal to get paid to manage a investment club? What do you mean by "manage"? Do you mean "act as treasurer" or do you mean "manage the ...
In a message dated 10/8/2007 8:08:19 P.M. Eastern Daylight Time, nagler@bivio.biz writes: larry r wilder writes: > I don't understand 5% a week is nothing why do you think 5% > a month is such a big deal?? 5%/month implies an AIRR of about 80%. ...