I don't get any response. I cannot find a quick way to look over past transactions. is there a quick click to a list of chronological transactions? the glossary mentions a friendly print button but i don't find one. my reports require cutting and pasting ...
our club has scottrade. i am participating in the 3 month trial of bivio. I thought I had an interactive relationship set up between my computer and bivio and scottrade but the stryker dividend didn't show up on my bivio reports. i had to manually ...
I am starting an investment club, and have the mechanics down. Entering this world is very, very confusing viz. choices. Can someone help advise: 1. Brokerage firm: BetterInvesting has a firm myStockFund that offers fractional investments and dividend reinvestment. Does anybody else offer that? Recommendations ...
Thanks to the quick reply from bivio/support, my problem of the Damaged file has been solved. Thanks so much for all the help I've received. Judy Prelle
I sent some comments regarding this to support, but I thought I would initiate a discussion here, as well. I am a recent convert from NAIC Desktop 2. I had purchased version 3, but the new "features" were not so compelling , so I decided ...
I checked the box that allows partners to retrieve their K-1's. But 2 partner s have told me that the only option on their computer is K-1 instructions. Is there something else I have to do to allow them access to their K-1? I know ...
I have been attempting to do my clubs taxes, and everything was going well, till I clicked on 'Download the Clubs Complete Federal Tax Document', and after waiting for the download, a notice finally appeared that said "The file is damaged & could not be ...
I sent a help request to Bivio Support yesterday and received no acknowledgment that I sent it and no reply. Today I can't get the send button to send the message on the Support page. My dividend amount is wrong on my taxes but right ...
In a message dated 2/3/2007 7:33:01 P.M. Eastern Standard Time, judy_p@bivio.com writes: I have been attempting to do my clubs taxes, and everything was going well, till I clicked on 'Download the Clubs Complete Federal Tax Document', and after waiting for the download, a notice ...
We had equal stock distribution to all members so I used partial withdrawal method. This worked well but it required to much work. Instead of selecting one member at a time and going through 9 steps for each member to record transfer why not have ...
I AM A NEW ADMINISTRATOR AND IS TRYING TO DO THE TAX FORMS FOR THE MEMBERS. THE PREVIOUS ADMINISTRATOR DID NOT SHARE THE VALUATION DATE FOR MEMBERS WITH ME. HOW CAN I RETRIEVE THIS INFO?
In a message dated 2/3/2007 6:42:00 A.M. Eastern Standard Time, dthorne@bivio.com writes: I believe that Ameritrade is in error, and my 1099 is incorrect. But Ameritrade is unwilling to make the correction. Which leaves me no other choice but to change my records to reflect ...
In a message dated 2/2/2007 1:03:30 P.M. Eastern Standard Time, dthorne@bivio.com writes: Is it even possible for a common or preferred stock to have a LTCG Distribution???? It's possible. A distribution classified as Return of Capital becomes a capital gain distribution when that distribution is ...