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, ...
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 ...