Our AccountSync to Scottrade link has been working fine for over a year. But as of today (10/4/07) there are a dozen transactions listed at Scottrade that have not been transferred to bivio yet (2 for 9/28, 1 for 9/30, and 9 for 10/2). We ...
Hello, I am seeking to partner with a banking or investment firm that has an interest in the futures trading stock market meaning: (Your firm sets up the account, manages the account and I trade the account). I have a strategy trading E-mini S&P 500 ...
In a message dated 10/1/2007 5:17:01 P.M. Eastern Daylight Time, jhe2@bivio.com writes: How is the best way to bring the brokers statement in balance with the bivio balance? I have been told to go back and get each broker statement and compare to each month ...
How is the best way to bring the brokers statement in balance with the bivio balance? I have been told to go back and get each broker statement and compare to each month of the club history. I know that would be the preferable way. ...
Hi, The usual AccountSync subscription is for 12 month, with a transaction limit of 400. That's 33 1/3 transactions per month. Our club happened to sign up for AccountSync in October of last year, when the free trial was for 15 months. But the transaction ...
Good afternoon folks, I am currently searching for an investment club to join. This si my first ever experience with an investment club so wnated to join a club. Please let em know if anyone has current openings. Thanks
I'm looking for ideas on how to deal with partners that have been transferred to different shifts and cannot attend meetings. Should attendance standards be softened? Is it possible that they could prepare reports for the meetings in lieu of attendance? Any ideas would behelpful. ...
In a message dated 9/27/2007 12:23:02 P.M. Eastern Daylight Time, pjc3md@bivio.com writes: I would like to fund my bivio club account using stocks and cash from three seperate TDAmeritrade accounts. Is this a manual operation or can I download into Bivio before setting up one ...
I would like to fund my bivio club account using stocks and cash from three seperate TDAmeritrade accounts. Is this a manual operation or can I download into Bivio before setting up one TDAmeritrade account for the club?
Our new club (since May) is up roughly 5.5% and the unit valuation is up to 10.55 or so. The AIRR on the investment performance is 21.8% excluding cash, which makes sense since our first investments began May 31. However, the member performance report has ...
In a message dated 9/24/2007 11:58:07 A.M. Eastern Daylight Time, pbleic@bivio.com writes: We started with cash and have put in new cash every quarter. We have added standard stocks on a monthly basis, but sold nothing. We have had a few dividend distributions,etc., but no ...
I recently added a second brokerage account for our club. While doing so, I noticed that Sharebuilder is among the list of brokers that are available with AccountSync. Does Sharebuilder offer brokerage accounts for investment clubs? If so, how do I apply? I haven't been ...