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 $20.00 fee, I presume because it is a new symbol to the ...
Someone got ahold of our Bivio email address and now we are getting unwanted emails for "hot" stocks and Canadian prescription drugs. If we change our ClubID setting, will that automatically change our Bivio email address? (We would still like to get emails from outside ...
Hi, I've read the online help at: http://www.bivio.com/hp/tax-allocation-methods.html so I have a basic understanding of the difference between Time Based and Snapshot Tax Allocation Methods. But I'm still not sure which our club should choose. We're converting from CA, so our club treasurer is accustomed ...
I have another weird one! Axonyx(AXYX) merged with TorreyPines(TPTX ) and then a reverse split (1 to8)took place and we got 6 shares and 1.75. How do I account for this? When I do a merger and put in AXYX Bivio says there is no ...
Does anyone know how to account for this split? I know that in November sometime FNT shares will become FNF. Maybe then I will understand how to account for it. I got nothing from the company. What Amerittrade has done does not make sense and ...
Just in case anyone was wondering, here are the tax year 2006 and tax year 2007 limits for asset value, in order to avoid having to pay the $150/partner NJ Partnership Filing Fee: 2006: club total assets less than $278,900 and average "per K-1" assets ...
Does anyone know if we can set up our agreement to say that a trust with multiple trustees and its own ein number can be a partner? Or even a trust without an ein# but more than one trustee?
I am curious if the subscription fee amount has been set for 2007. What would be the amount for the full year, and what would be the amount for just closing out the taxes for a closing club. Can the subscription fee be paid now?
How do different clubs manage portfolio reviews? We do this every qtr, but find it hard to coordinate this with dates of company qtrly reports so that our info is timely. How often, and what process do you use to review your entire portfolio. Thanks ...
Hi Mark Thanks for the kind words We are doing Ok. We were interested in your manifest investing. (we are always looking for any information that can make us better) If you don't mind give me some info. Thanks -- Frank Novotny Mark Robertson <robertson_mark@comcast.net> ...
Nancy Our Club subscribes to ValueLine. They charge us $400.00 a year up from $300.00 last year. I believe the regular cost is $600.00. We also subscribe to Investors Business Daily On-Line at a cost of $189.00 per year. Both are excellent in help for ...
How do different clubs getting info from Valueline? Does each member trek to the library? Does your club have a subscription so they can get info on their own computers? If so, what is the cost? Thanks, Nancy
In a message dated 10/22/2006 12:53:29 P.M. Eastern Standard Time, tarascon@bivio.com writes: We're converting from CA, so our club treasurer is accustomed to the Snapshot method. The help file mentions that there are no partial or interim Member Tax Allocation reports available, though, for a ...
Hi there. I seem to remember reading here (or elsewhere maybe?) that bivio enables potential members to locate clubs and vice versa. How exactly does one go about doing that? I'm starting a new club and I'm on the hunt for interested members. Thanks. Sameer
Hi, Will I have a problem using AccountSync if the husband & wife who belong to our club as 2 members deposit 1 check for $100 instead of 2 for $50? Does each member have to deposit a separate check? Thanks. Mike Carroll