Under the members tab we noticed that you can no longer see the total cash amount contributed. Is this permanent? Can we request that this information be put back? Thanks SCS Investment Club
Our club is seven years old and has grown to the point where it has become expensive for a prospective member to buy in. The membership would also prefer that individuals own either a full share or half share. We've been thinking that it might ...
I ported my clubs data to bivio as of 12/31/06 but did not do a distribution of earning due to the NAIC program freezing everytime I attempt to do the. I read the following : http://www.bivio.com/trez_talk/mail-msg?t=9561400003&s=1 I'm not sure how or if I need to ...
This morning I received a message from bivio support indicating that our Club had several "unidentified transactions" on the most recent AccountSync Summary. The message further stated: "Unidentified transactions require you to classify the type and source of a deposit or withdrawal. On the account ...
I'm having problem determining why sometimes when I access the site it is over a secure https connection and other times it is not (i.e use http). I've accepted the ceritificate from my PC so I would expect to enter this site via https once ...
I have not yet been able to find out how or if I can create a Valuation Statement based on the current prices. It seems that the they are based on the prices of the past days closing price. Is there a way to enter ...
I'm waiting for E-Trade to make a dividend payment and re-invest it to see how this plays out but I'm wondering if account-sync will do the reinvest as well or just to payment. I did run a google seach on the bivio system to see ...
Are the fees we paid to the state for registration of the partnership deductible? What about the dues to betterinvesting and the subscription fee to bivio? All these things add up for starting out. Are they not business expenses.
We are just trying bivio for the 3 mo trial. I'lm not sure what Accountsync is and why people are so upset. I have been treasure for 10 yr and this seems like a good place for us . If you firgure program price,backup security, ...
I'm in the process of evaluating bivio and myiclub for our clubs online accounting. One neat feature that I like on myiclub that I can't seem to find on bivio is a detail report on a particular members withdrawal including gain/loss etc. Any idea if ...
In a message dated 1/17/2007 6:15:53 P.M. Eastern Standard Time, willywhy@bivio.com writes: What is the K-1 report going to show me over all of the other reports that I can get from Bivio? Is it like a w2 form or 1099? In very short terms, ...
What is the K-1 report going to show me over all of the other reports that I can get from Bivio? Is it like a w2 form or 1099? In very short terms, how would I discribe it to the rest of my club? 2/3 ...
I believe I read how to handle this situation in the past, but I can't find it. I was hoping someone would explain it to me again. We have a partner that has withdrawn from the partnership and would now like to rejoin. Both of ...
Note: This is a service message sent to you by TrueSwitch on behalf of Doris Small . If you believe this message has been sent in error or if you wish to remove your email address, click here FROM: Doris Small Hello, I have just ...
The One Minute Treasurer(tm) has been updated. It's now a complete "how to" for bivio. It'll probably replace the Getting Started Guide, once we get the kinks ironed out. It contains examples of how AccountSync(tm) works including emails that you might get. Here's the link: ...