We just added accountsync to our bivio account. Can we continue to use bivio accounting system without broker downloads automatically doing the accounting? We loved bivio accounting without accountsync.Accountsync methods of recording participants payments, withdrawal, club expenses seems to add complexity. Raymond Gallaher, treasurer Centered ...
In a message dated 9/17/2007 9:08:03 A.M. Eastern Daylight Time, jeff1851@bivio.com writes: We offered our HD for the dutch auction but our offer was not accepted. We offered it at $38 and the auction closed at $37. What we saw on E*Trade and in bivio ...
We offered our HD for the dutch auction but our offer was not accepted. We offered it at $38 and the auction closed at $37. What we saw on E*Trade and in bivio then was the "sale" of HD at zero dollars when we offered ...
On the Balance Sheet Report there is an error in addition of the "Total Investment (Cost Basis) " figure. Also, the units credited from bivio are not in agreement with the units credited from CA3. Has this happened to others?
At a recent club meeting a stock was being considered when one of our members pointed out that the Pension Obligations were greater than the Pension Assets. Is this a warning sign? Can some one help us understand how to evaluate the pension assets and ...
sorry, that email address is: jpaoletti@adelphia.net Hi, i'm looking to join an existing club in the West Los Angeles CA area. thx JP jpaoletti@adelphi.net
I thought I followed all the instructions, but The Stockettes Investment Club still is not public. When I log out, it is not on the list. I did NOT make a web page; it seemed other clubs only had the file list, and that's what ...
In a message dated 6/30/2007 8:04:15 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: We have paper records from 1996 to present. 1. How many years of records do we need to keep? 2. What do we need to keep in paper? Same as your personal tax ...
In a message dated 8/23/2007 1:03:50 P.M. Eastern Daylight Time, biegelboy@bivio.com writes: Hello - Would someone please provide me a play by play of how-to shutdown/closeout an investment club via bivio, and all the other steps needed to file for tax purposes, too? The instructions ...
Hello - Would someone please provide me a play by play of how-to shutdown/closeout an investment club via bivio, and all the other steps needed to file for tax purposes, too? I have already liquidated the portfolio and I just need the proper functions to ...
Hi -- Hope this isn't a foolish question, but I'll admit I'm a newbie not only to Bivio but to investment clubs in general. But I suddenly find myself tasked with trying to determine how to merge two members into one, so to speak. Our ...
> Our club has decided to double everyone's monthly contributions, which was fine with everyone -- except for one couple who wanted to keep them at the same level. The suggestion came up that if they simply became one member putting in $50 instead of ...