Our club has noticed the same rercording problem as a previous Buy and Hold/Bivio member (Arjuna Rahman) with the TYCO, COV,TEL shares. Also OMM was acquired on 7/02 which is reflected on our Buy and Hold account but not on our Bivio reports, Help, MTA ...
Our original YUM stocks are held by Yum Brands, Inc.in a DRIP. We also have some we bought through Scottrade. Bivio credited our YUM account with the Scottrade shares, but how do I enter the 58+ shares we got that are being held by YUM? ...
Why are we not seeing the new shares of Covidian and Tyco Elec posted in Bivio? These new issues are trading and have been trading since 7/2/07. We use BuyAndHold and the new shares have been posted for a week now. This makes for bad ...
Its been a week and a half since I got an accountsync update. I initially contacted bivio support and was told they were short handed during the week of the 4th. I need this fixed- it seemed to happen at the same time I changed ...
I have a quick question for the techno group on this board. I put together a welcome screen for our club meetings. It covers our Valuation Date, Total Assets, NAV, current 52 week return, along with the S&P 500 Index and the Total Market Index. ...
Recently, I created two portfolios with the help of Rob. Here's my question: on one of my portfolio's balance sheet report, it shows 'unallocated earnings' when instead it should be booked into the capital account of a member. The portfolio is not associated with a ...
Hello: I am doing a test run with Bivio and Club Accounting Online. (My annual maint. fee for Club Accounting is coming due and I would like to see if these make life any easier). I have transferred one clubs books to both these services ...
We had a bad software release yesterday eve that stopped support mail from being delivered. If you sent an email to support in the last day, and haven't gotten an answer, please email it again. We apologize for this error and any inconvenience it may ...
Our club is a member of Better Investing. I believe we pay $40 a year. I think membership used to provide a lower price for CA and/or CA support. We've switched to bivio. (Yay!) The price for AccountSync appears to be the same whether our ...
In a message dated 7/5/2007 8:45:26 A.M. Pacific Daylight Time, mmurrell@bivio.com writes: I need some guidance on how to enter the CX Stock dividend. We owned 200 ADR shares that were eligable for the stock dividend. How do I determine the basis for the new ...
In a message dated 7/5/2007 4:31:41 P.M. Pacific Daylight Time, ileneca@bivio.com writes: Can an investment club be changed to a hedge fund in structure without any legal problems in the transition, or are there some legal requirements to do this? What are the requirements to ...