Lynn, When you look at your response, you actually agreed with everything Kathlene wrote except that you told her how to do it. You are advertising for new members in everything you said. You just said how you advertise. By having them come to three ...
I viewed the new TD Ameritrade website this morning and found several changes to our account. Transactions to our account include several "Mandatory Rounding" entries and a $.07 addition to our account balance. My question regarding these changes is obvious: Will AccountSync detect and correctly ...
In a message dated 5/9/2007 10:09:20 A.M. Eastern Daylight Time, acklages@bivio.com writes: In our club members pay dues semi-annually. All members contribute the same amount so their portfolio values should all be the same When a new member joins, he pays an amount equal to ...
In a message dated 5/13/2007 9:06:53 A.M. Eastern Daylight Time, eupdike@bivio.com writes: To answers some of the questions. Our group is moving money around. Some of our long term investments (GLW - held for 5 years, SCRX) and our short term (AAPL, MA, IBM) have ...
We discovered a problem with our email support system that may have prevented some emails from getting through over the past couple of weeks. If you haven't heard back from support@bivio.com in one business day, please email your request again. We apologize for any inconvenience ...
In a message dated 5/10/2007 10:08:02 P.M. Eastern Daylight Time, hows@bivio.com writes: In the members performance reports area, how can the annualized rate of return for all members be less than the annualized rate of return of any of the individual members? The annualized rate ...
In the members performance reports area, how can the annualized rate of return for all members be less than the annualized rate of return of any of the individual members?
Being new to bivio.com and not that well versed in accounting activity generally, I have a query regarding the calculation of individual member tax basis in the member status report. A comparsion of this data in bivio.com vs. club Accounting 3.1 shows diffeences for virtually ...
Our club would like to attact a few new members. One of our members has suggested that we advertise for members and then perform interviews before inviting a prospect to join. What are some of the drawbacks to this approach?
In our club members pay dues semi-annually. All members contribute the same amount so their portfolio values should all be the same When a new member joins, he pays an amount equal to each members value as of the valuation date, which is the last ...
I am a member of a club that is just getting started, and we are not sure if we need a bank acct. We wanted to put our cash in a online savings acct. to earn interest until we are ready to start making transactions. ...
I am a member of a club that is just getting started, and we are not sure if we need a bank acct. We wanted to put our cash in a online savings acct. to earn interest until we are ready to start making transactions. ...
Hi gang, poor old me being the hapless treasurer of our club (in operation for 4 years now) is getting hammered about poor returns and with it, a sense of loss of faith in the unit value system. What happened, was the club started with ...
Where do I go (site) to record all Clubs stocks as a new member. Bivio said TD Ameritrade only goes back 3 months, so I must record all stocks owned with date of purchase, quantity bought and cost. I need a step by step help, ...