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 change if it's possible to do so? Thanks, Ilene
Don't you have access to the archived articles also? Plus the screens that are provided by Phil Keating and others? Danny Matthews > From: garbagecop@earthlink.net > > > The "individual standard membership" rate of $25 is > > only available to BI members who renew, ...
I posted here and contacted customer support with no response. Can someone please help me with Accountsync? It has not worked for the last 3 or 4 business days. Thanks, Tom Kelly.
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 stock?
Hello, Does any know if Bivio provides investment performance as a year-to-date calculation? Annualized IRR is ok, but it will only give you an accurate YTD if you run it at the end of the year. I guess I could calculate it manually using the ...
I have made several transactions in my Ameritrade account on Friday and Monday that are not reflected at Bivio as of almost 8 am. I did change my email address on Friday but updated it at Bivio. Is there a problem that maybe I am ...
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? Thanks, Etana The Stockettes
Our club is purchasing a computer solely for investing/creating investor reports. There would be significant tax advantages if we could properly expense it as a deductible expense. Does anyone know how to do this? I assume it has to be amortized using MACRS. But I ...
From what I see, there is no way to take a member off of the mailing list for the club without taking them offline. I have a member who doesn't like receiving email from the club because he is not very computer litterate and doesn't ...
In a message dated 6/16/2007 2:53:37 P.M. Eastern Daylight Time, ripwest@comcast.net writes: << You can "pay" the withdrawal form the Suspense account when you run the withdrawal report. Then when the AutoSync transaction appears, convert it to a cash transfer to the Suspense account. >> ...
In a message dated 6/16/2007 4:16:01 P.M. Eastern Daylight Time, generooks@cfl.rr.com writes: I don't get it. Why would you have to do anything except delete the AutoSynch entry? The information on the WD entry is already to correct as to date paid, amount, and removal ...
In a message dated 6/16/2007 10:03:16 A.M. Eastern Daylight Time, jchiggins@bivio.com writes: How do I enter a member withdrawal and NOT have our account debited twice? Once when I run the member witdrawal report and again when the withdrawing member's pay out check clears the ...
How do I enter a member withdrawal and NOT have our account debited twice? Once when I run the member witdrawal report and again when the withdrawing member's pay out check clears the borker account. I know that I can wait for a transaction, such ...
Is there any way to set the info on the Valuation Statement to include purchase date. Our club members would like to have the date of first purchase of the stocks (or valuation since date) on the Valuation Report. It was in the old accounting ...