6/12/07 TD Ameritrade update: I spoke to a TD Ameritrade Tech Desk rep today. He comes from the TD Waterhouse side. He is not only aware of the problem, he TOTALLY GETS IT. He said TD Ameritrade is aware of this issue as well and ...
6/12/07 TD Ameritrade update: I spoke to a TD Ameritrade Tech Desk rep today. He comes from the TD Waterhouse side. He is not only aware of the problem, he TOTALLY GETS IT. He said TD Ameritrade is aware of this issue as well and ...
I use Quicken. I download statements from my Brokerage firm. I check quotes. I use some of the websites for graphs. I place Buy and Sell orders. In every instance, you had better know the ticker symbol. In Quicken and my brokerage statement my positions ...
Hi, I just entered a partial withdrawal for one of our club members. We handled the partial withdrawal by transferring stocks to the member's account. On the Withdrawal form, I used the settlement date shown in our broker statement, and I entered the dollar figure ...
Listen up all of you TD Ameritrade customers: I'm following up on Lynn Ostrem's call to action for all Firstrade customers. It's also time for TD Ameritraders to speak up on behalf of the AccountSync program! This morning I contacted TD Ameritrade by email and ...
We're starting an investment club in the Vancouver area. Any information from Canadian clubs using Bivio software would be most appreciated. Thanks Bob
I'm our club's treasurer two of our members left, and were paid out. Somehow during this process, our Bivio account is now off due to an error of mine their valuations were skewed due to my entering club dues on the wrong valuation date before ...
I am having trouble making a guest of the club into a member on my site. Can somebody help me through the process of getting his info in like all the other members?? Thanks La Mig
Hi all, we held a Xmas party, the club paid $500 and asked members to reimburse $50 each (10 members), which is all completed.. I put the party down as a $500 non-deductable expense, and then used the "fee" category for each member who paid ...
Hello all, I am new to club cafe and have read some of the emails already. I'm hoping to get some additional thoughts on an issue that is plaguing my investment club from those of you who are also in NAIC based clubs. My club ...
Our club recently voted to dissolve. Distribution of member account balances is set to occur within the next week or so. Our Bivio subscription expires on June 8, 2007. Obviously, we do not plan to re-subscribe. Will our club still receive our final 1065 and ...
Is there a bell shaped curve that can be given for the "Average club portfolio: $64,561" listed on the home page of Bivio? In other words are the top 10-15 clubs that Bivio has on the books unduly skewing the overall averages to a higher ...