Hello, We have been a Bivio member for 4-5 years, and are up for renewal. Recently we received a notice saying Accountkeeper is discontinued, because Bivio "can't deliver the service you deserve at the price you have to pay". I was told the options were ...
I just noticed that the TD Ameritrade feed stopped updating my investment club's bivio account after 3/21/2007. I had to hand crank the activity from that date forward. Our account is under the TD Waterhouse system. I know that they were talking about consolidating the ...
I have several questions I could not find directly in search, so if someone could answer, that would be greatly appreciated: I notice that profits can be taken based on percentages, but what is a good way to determine what profits to take? Are profits ...
Hi all, I'm trying to upload some new documents, and I forgot how to upload multiple files into a folder, at the same time. I can't find it in the help section. Does anyone remember? Thanks! Lynn O. www.bivio.com/crowriver
Our club owns shares of SLM and Friday it was up big due to reports that it will be bought by private equity firm. What does that mean for SLM shareholders if that were to happen? Would SLM continue to trade on the public market? ...
In a message dated 4/12/2007 12:00:57 P.M. Eastern Daylight Time, garbagecop@earthlink.net writes: Let's say you owe a departing member $384 dollars. ABC Company shares are currently trading at $30/share. That would equate to 12.8 shares. To be safe, I would transfer 11 shares, then wait ...
Does Bivio Automatically calculate the wash sale or do you have to manually change the cost basis which would the change what you bought the original stock for?
I exported bivio to floppy and compressed the file. when i try to import this to CA3, it doesn't recognize the format i'm afraid this is getting out of my realm. deannie
like a ghost from the past, one of our withdrawn members occausionally appears on a report. just as eerily, she can go away. what do i do about the ghost of Tammy Past? I generated the membership contributions and withdrawals from 1999, when she withdrew, ...
TD Ameritrade does not include the gross dividend amount, or the tax witheld, for foreign securities until it issues the monthly statement. Therefore, when AccountSync sweeps the daily activity of Ameritrade accounts it picks up only the net amount of the dividend because that is ...
Does the bivio accounting tax program handle a club's investment in a partnership such as Buckeye Partners LP (BPL)? Is the club's broker responsible in reporting to the club the correct taxes due when the club submits to them a copy of the K-1 received ...
Does account sync take care of splits? NKE split yesterday but it is not reflected in our account. How long does this take if account sync does it for us? My main concern is that we would have a bum evaluation if we used todays ...
When are foreign taxes paid on dividends? Each quarter we receive qualified dividends from CNI (Canada) and TEVA (Israel). Sometimes the foreign tax is included in the dividend statement and sometimes it's not! Shouldn't each quarterly dividend from a foreign security include a tax? Or, ...