In my Stockettes bivio site, my name is listed twice in the accounts. 1 has all my units and transactions for the past 11 years. The other has 4 transactions, all petty cash, amounting to about $80, from about 1998 to 2002. When I tried, ...
In a message dated 7/23/2007 6:47:55 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: I don't understand the attached reprt of buys and cells for Cisco. Club boughtr 30 shares, 11/2000 Club bought 54 shares 3/2001 Club sold 30 shares 12/2001 There is a sale of LTCG ...
I don't understand the attached reprt of buys and cells for Cisco. Club boughtr 30 shares, 11/2000 Club bought 54 shares 3/2001 Club sold 30 shares 12/2001 There is a sale of LTCG on 12/2001 in this report, that I don't understand. I don't believe ...
I am looking for a club to join in the Columbus Ohio area. If you know of one which is interested in new members please contact me at patricia.b.moore123@gmail.com Thanks Pat Moore
Two problems: 1. Dividends are entered from TD Ameritrade but must always be edited to read "Qualified Dividends." Can't this be entered correctly automatically? 2. The few pennies earned on our cash in the account are not entered. I had to tally back with Ameritrade's ...
I am trying to import from club acctg 3 and the export file created by ClubAcctg has an .icd file extension and will not import. I can't fid the .MDB file that the BIVIO instructions say to look for. Any suggestions?
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 ...