I just registered my club Temptations Investment Club and I think I entered it 3 times, one has Tempations Investment Club one says Temptations07747 I don't know how to cancel the incorrect ones. I am also having gret difficulty navigating Bivio. I knew at this ...
I read somewhere in the past month a way to allocate expenses paid by one member to the other members. The purpose was to save the club writing checks to members to reimburse them for club expenses. Now I can't find where I read it. ...
In a message dated 3/11/2007 10:39:43 A.M. Eastern Daylight Time, pbleic@bivio.com writes: We are a new club (and I am a new treasurer) thinking of using buyandhold.com, which charges $6.99 per month (covering up to 2 trades) and $2.99 for each additional trade within the ...
What's the best way to go about expensing the $99 club fee to all members. Say that one member puts the subscription on their credit card. Obviously, the club owe's them $99, minus their portion. Since the fee comes out of all member units, should ...
We have no cash! This is the first time we will need to sell stock to pay a withdrawing member. Best Advice? Also, what happens with any tax situation for the sale of stock? Who pays for that/how is it handled? Any suggestions would be ...
Our Club uses Ameritrade. For some reason the downloads from them have been slow and sometimes contain errors. I'm sure with tax season in 'full bloom' the Bivio staff in working at full capacity and getting in a lot of extra hours and headaches. Back ...
I would like some step-by-step instructions on closing the club. I know Rip and Ira have expounded on this in the past, but I do not have access to Better Investing articles since we are no longer members. I have general idea, but when is ...
I can find my way around bivio pretty well now after using it a few months. But I worked in software development for 25 years. Our club treasurer can find his way around too. But he's the treasurer. We haven't given the rest of our ...
Cheers, Rob! Is Arizona one of the states that your tax software team is working on for 2007? Our free trial period is almost up and before subscribing we'd like to know what the future tax printer situation looks like for our state. Thanks, Bob ...
Without weeding through the instructions for the filing taxes, can you tell me what all I need to send in. When I print out the Schedule D, K line 19a, K line 13d and K line 11 can I just send them in as printed ...
I have a very quick question regarding the process bivio uses to round off numbers. Our club has two members who joined on the same day, paid the same amount, and purchased the same number of units. When I looked at today's Member Status report ...
I had several stocks which were sold at 0 yesterday by Ameritrade. These were corrected and the shares placed back in my account before the end of the day but those erroneous trades were still reported to Bivio- can I just delete them?
I've got a member who withdrew this year. On her K-1 her beginning partnership share shows as 6.8%. However, if I run a membership status report as of 1/1/2006 (or 12/31/2005) her share shows up as 7.8% - which is the same number that was ...