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, ...
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? ...
In a message dated 4/27/2007 4:22:23 P.M. Eastern Daylight Time, joeyu@bivio.com writes: Does anyone know what needs to be done to terminate an investment club from a legal standpoint? Does the partnership agreement filed with the county needs to be voided? If yes, how? Thanks! ...
Does anyone know what needs to be done to terminate an investment club from a legal standpoint? Does the partnership agreement filed with the county needs to be voided? If yes, how? Thanks!
I think the last person we paid out, we did the wrong valuation and paid him too much. We ended up paying him in appreciated stock (67 shares of FDS) and $20 some in cash. He did have a $9.99 withdrawal fee from the club. ...
In a message dated 4/26/2007 12:30:03 P.M. Eastern Daylight Time, bdetloff@bivio.com writes: Help!! Our treasurer was our administrator but he left the club and did not make anyone else an administrator. How can I make someone an administrator? Barry Contact support@bivio.com . They're the only ...
Help!! Our treasurer was our administrator but he left the club and did not make anyone else an administrator. How can I make someone an administrator? Barry
After the MO spin-off of KFT, we were supposed to receive cash in lieu of fractional shares in our TDA account. On April 2nd we received our shares of KFT, but it took a week (4-9-07) to get our cash for the fractional shares. Bivio ...