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 ...
Our club is considering switching froEtrade to Scottrade. We need to know if account sync will work with scottrade as it does with etrade. Or, will there be complications in switching and in using account sync with Scottrade?
We're happy to let you know that ShareBuilder customers can now use our automatic broker import feature. Just click on "info" next to your account name on the Accounting > Accounts page. You can then select ShareBuilder and enter our login info. Cheers, Rob
I'm looking at the "don't do that" presentation on iclub about CAO in bivio, is this automatic or do I need to enter it, and if so, where?: DON'T 1. ...forget to enter your monthly valuations The consequences Your unit value won't change Any new ...
In a message dated 8/16/2007 9:26:24 A.M. Eastern Daylight Time, etana_finkler@bivio.com writes: I'm looking at the "don't do that" presentation on iclub about CAO in bivio, is this automatic or do I need to enter it, and if so, where?: DON'T 1. ...forget to enter ...
I don't know how the NC tax department works, but most won't know what to do with an unexpected letter. It's probably much simpler to just not file. If/when they notice that you haven't filed and send a letter asking for your return, you can ...