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Members' Payment Transaction Totals
Hi All, Is there a way Member's Payment Transaction page to show total amount of payments somewhere in the same page? Thanks, Chuck Kim SoNaMu Investment Club
3 messages
Action between meetings
How do clubs handle a members request to buy or sell a stock that they feel should be done before the next meeting.
10 messages
Fines paid by clubs
I would like to know if other clubs are still collecting fines for not attending meetings, or for not having your report on your stocks for the day. If you do have fines, how does your club treasurer deal with them? I have been investing ...
19 messages
Request for Automatic Extension IRS form 7004
Is it necessary request a return receipt when sending the Request for Automatic Extension (IRS form 7004)? Thanks in advance for any opinions. scott
2 messages
Partial withdrawal for long-term member
Marylyn, please see the following link: https://www.bivio.com/trez_talk/mail-thread?p=69429100003 Original Message From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Marilyn Haldiman via bivio.com Sent: Thursday, February 17, 2022 3:52 PM To: club_cafe@bivio.com Subject: [club_cafe] Partial withdrawal for long-term member I have been a member of our investment club since ...
1 message
Partial withdrawal for long-term member
I have been a member of our investment club since its formation in 1991 and, due to some withdrawals, I have been unable to contribute because my percentage of ownership is significantly over 25% (as stated by our Partnership agreement). I'm not interested in a ...
2 messages
Getting Ready for Tax Season Webinar
Just a reminder that we will be holding our annual "Getting Ready for Tax Season" webinar next Wednesday, December 8 at 8PM Eastern Time. Sign up now to join us: Getting Ready for Tax Season Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook ...
5 messages
wash sales
Our club auditors just discovered that we incurred wash sales earlier this year. 1) is there a way for us to enter this into Bivio at the time it occurred? 2) does Bivio support still have to make the corrections for us? regards, Bob
4 messages
Problem EMail with Subject "Gift Order"
Yes.A We are aware that this is a problem and the person who sent it has already been removed from the Club Cafe list. DO NOT respond to or forward that email. That only spreads the problem around more. Laurie Frederiksen Invest with your friends! ...
1 message
Schwab report as of 1-31-22
Assuming I will not be able to attend todays zoom meeting, here are the Schwab numbers: 1. Total reduction in account value - 11,942.19 for ending value of 206,403.19 2. Total cash - 1,031.11 as of 1-31-22 3. Sold Cummins - 8,710/39 4. Bought Lockheed ...
2 messages
Fidelity Realized Gain/Loss report
Can anyone tell me where to find this? Am I blind - or are they hiding it in a special place? Thanks Kim Potter BI Brighton Model Club
4 messages
discrepancy
Laurie, On 11/23 We sold Exact Science and the cost basis is not on the Transaction Ledger as well as the gain. This also says it was sold short which is not correct. Stephanie Kissel Dividend Divas shkiss46@gmail.com
2 messages
Member withdrawal
We have a member withdrawing a large amount as a full withdrawal. Some members have expressed an interest in buying some of her shares at the unit value and using that cash as part of her payout. I have no idea whether this would be ...
4 messages
How to make cost basis adjustment
Where can I find instructions on how to change a (sold) security's cost basis? We got caught in that Folio - Interactive Brokers to new broker mess early in 2021. We have a minor (less than $2 cost basis error) to fix.
6 messages
Merck (MRK) Spin Off of Organon (ORG) in June 2021
Fellow Treasurers, My club owned MRK when they spun off ORG. After the spin off we had 7 shares of OGN. We sold our 7 shares at our June meeting. Now in getting things set for our 2021 Audit the figures between what Bivio has ...
2 messages