The Moneta Investment Club of Baltimore, MD is looking for someone (preferably with an accounting background) who can walk us through the actual documents we downloaded from company websites. We're looking to use them as a complement to our SSGs and other research. Our readings ...
We charge late fees etc. Is there a spot where a $20.00 fine is deducted in the ledger, there by lowering the unit % for that member? Must we include the social security number on our club site reports, to get a proper year end ...
We are an established investment club in the Poughkeepsie, NY area that is looking for a few good new members. If you are interested in joining us please send an email to: davesurveys@mac.com Thanks, Dave
In a message dated 9/20/2006 12:20:08 P.M. Eastern Standard Time, willywhy@bivio.com writes: We charge late fees etc. Is there a spot where a $20.00 fine is deducted in the ledger, there by lowering the unit % for that member? A fine should not remove units ...
Hello - Has anyone used Bivio's services for accounting for an investment partnership (LP) that is not an investment club? If so, could you provide any comments? I am more interested in the functionality of the ActivePartnership service of Bivio, and not the legalities of ...
Hi guys, I went threw the process of Member withdrawl to see what payout would be for the member. All information was good we are paying out in stock as much as we can and the rest a check. So I printed out the form ...
How do I enter the Cendent Distribution of Realogy and Wyndhan? I know the amount of stock I received for both, but I don't know what to do to add 2 plus reduce the tax basis of Cendant. Thanks Sam NJPDIC@bivio.com
In a message dated 9/4/2006 8:35:30 A.M. Eastern Standard Time, lmicpartner@bivio.com writes: Our club has an agreement that any fees incurred from bouncing checks are to be paid by the member who caused the fee in the first place. Does everyone get credit for the ...
In a message dated 9/4/2006 11:32:03 A.M. Eastern Standard Time, lmicpartner@bivio.com writes: Rip West wrote: > You have a couple of choices. You could do as you suggest. If we do it as an investment by the Treasurer, would we be better off using the ...
Our club has an agreement that any fees incurred from bouncing checks are to be paid by the member who caused the fee in the first place. Does everyone get credit for the expense of the fee? How do we allocate the payment of the ...
Seems like emails do not easily flow through from Ameritrade Portfolio Alerts daily to Bivio. Even though I turn th filters off, Bivio is still blocking these emails. Is there a way for me to have all emails pass through Bivio instead of storing them ...
Our club uses TD Ameritrade as our broker and we use Bivio's automatic posting system. This system works great except for the posting of our money market interest. We have to manually enter that information monthly. Do others have this problem or is it just ...
My club is currentlly in the process of revising and reframing our stock evaluation sheet. We rejected the SSG of NAIC a long time ago - the ladies just couldn't get the hang of it. Our current form (that we put together ourselves) relies too ...
In a message dated 8/10/2006 1:08:33 P.M. Eastern Standard Time, fourgirls1234@bivio.com writes: When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more ...