http://www.bivio.com/hm/services.html says federal taxes are now included in the 3-month free trial. An earlier message stated that bivio can import data from CA3 and CAO (the IClub club accounting products). So, does that all suggest that someone using CA3 or CAO could sign up for ...
Actually, that's only half the task. The more important task (at least in the eyes of some members <g>) is to verify that each member's transactions (contributions, fees, withdrawals) are correct and that they were assigned the correct number of units throughout the year. You ...
Does anyone have an opinion on investing directly with these companies without the fees of online traders or is the control better with buying and selling through the online traders? Thank you, Bill Bounds President Dreamers' Investment Group Dig12bivio.com
Hi, If I run a NAV report for our club for, say, the first of the year through today, it gives me an AIRR for our portfolio as a whole. This includes, it says, all investments held during that period, but not cash. Today's NAV ...
I have just moved into the North Chicago area (Gurnee) and am looking for an investment club to join. I was a member of a club in Michigan for 10 years so am very familiar with the process, routine and tools. I am quite proficient ...
Well we did it! Our Club voted to switch to bivio. I'm excited to get started and also to earn the bivio bucks for my family club. We want to begin our subscription in January. Our Club does not meet in December but our monthly ...
I belong to two clubs. One is with bivio, the other with I-Club online accounting. I'm going to refer that club to bivio at our next meeting on 11/29. I'm sure we will vote to switch. If we do that next week, will we be ...
Can bivo import data from ICLUBcentral's club accounting version 3 product (aka, CA3)? Is the "special" for converting from ICLUBcentral club accounting still in effect (a year of free bivio service)? -Jim Thomas
Our club maintains a "watch list" from which we can select a stock for investing at monthly meetings. Stock are added and if not acted upon are dropped on sixth month. Membership would like to have listings of today's price and today's P/E, yesterdays price ...
Hi, We had a tiny ($0.18) disagreement this month in the SEC fee on our only sale, between the number Scottrade is telling us and the number AccountSync says it got from Scottrade. Everything else in AccountSync is working fine. I'd be interested in hearing ...
Enter a cash dividend or distribution for the surviving stock. Set the distribution type to Return of Capital and enter NEGATIVE $20 as the amount of the distribution. You can ignore the ex-dividend date as it isn't relevant to this transaction. Ira Smilovitz In a ...
In a message dated 11/13/2006 10:15:00 A.M. Eastern Standard Time, sandy_starr@bivio.com writes: One final question, I hope! We have two situtations where we have received a new stock and Ameritrade has charged us $20.00 for a mandatory reorganizational fee. Anonyx became TPTX which created a ...
We have released our first rev of improving the Usability of stockfundas. - Easier access to data for analysis - one click access to data from stockcentral. - better navigation. Let me know what you think. Thanks Rajiv www.stockfundas.com