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club_cafe: Prepaid Dues
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 ...
7 messages
club_cafe: Re: thinking about taxes already
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 ...
2 messages
Support email problems
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 ...
1 message
club_cafe: average annualized rate of return
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 ...
1 message
average annualized rate of return
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?
1 message
Tax Basis
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 ...
9 messages
Administrator vs. President
Hi, If I change my Privilege from administrator to president what impact will that have? Thanks
2 messages
Recruiting new members
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?
3 messages
Prepaid Dues
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 ...
1 message
New club checking or savings acct?
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. ...
3 messages
New club checking acct.
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. ...
1 message
members complaining about poor returns..
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 ...
3 messages
New member -all stock entries
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, ...
2 messages
Strange ticker
Hello, Our books are almost back in order. Under Accounting/Investments I see a ticker with numbers and a letter e.g. 12345X123. This is not on our TDAmeritrade brokerage account. Is this something that bivio uses to keep track of something or should I delete this? ...
3 messages
TD AMeritrade account number change
do Bivio members with TD Ameritrade accounts need to take any actions do to there account numbers changing on May 11th, 2007?
2 messages