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Tax question
The documents that appear when I click on "Download Club's Complete Tax Documents" are Form 1065, a K-1 and instruction page for each member, and the attachment for Schedule K line 13d. However, when I check the "Expert Tax" box, additional forms appear in a ...
1 message
Monthly Contributions
Out of curiousity, what is the average monthly contribution amount investment club partners pay each month. Do you normally pay monthly? quarterly? or make annual contributions? Thanks in advance for your input. Debi
9 messages
selling DRIP shares
I have tried to sell all the shares in a particular DRIP and they will not sell without a partner resolution giving me authority to do so. What exactly are they talking about?
1 message
support lacking this time of year
Tried to get some support on a few transaction-related matters the last few days. Getting the busy-with-tax-season excuse in lieu of any results. Understandable, but wouldn't mind a reasonable rate hike to cover seasonal hiring. Thoughts?
3 messages
data synch
What is the normal turnaround time for new clubs and the synching of old Scottrade data into the account? Thanks.
2 messages
MBNA-Bank of America Merger1 message
club_cafe: Monthly Contributions
We contribute $1,000 per YEAR. This is easier than coordinating and depositing monthly contributions. From: "Deborah J. Rollins-Thorne" <dthorne@bivio.com> Date: Thu Feb 23 06:13:51 CST 2006 To: club_cafe@bivio.com Subject: club_cafe: Monthly Contributions Out of curiousity, what is the average monthly contribution amount investment club partners ...
1 message
NAIC DUES
How do most clubs handle paying the NAIC dues for the club. For most expenses we allow the bivio software to establish the ratio of expense per member. Since the NAIC dues are paid dues for each person in the club should we distribute this ...
5 messages
club_cafe: Monthly Contributions
In my "adult" womens club our initial payment is $100 and $25 minimum monthly thereafter. In my family club with young members where our youngest is 12, $30 initial payment and $10 minimum monthly. It works well for those with an allowance!. Sue Mueller
1 message
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1 message
clubs with which to meet jointly
Are there any clubs in our area that you know about that might like to meet jointly with us once in a while, just for fun? Billie Snedaker President MAD ABOUT MONEY
2 messages
club_cafe: Re: Nextel / Sprint Reorg
In a message dated 2/22/2006 4:46:20 P.M. Eastern Standard Time, amyfast@bivio.com writes: Ira, this explanation was very helpful to me in trying to figure out how to handle the Nextel/Sprint payment we received from the merger. I followed your step by step instructions and was ...
1 message
club_cafe: Nextel / Sprint Reorg
>>I know the Reorginization has happened awhile ago but our club is several months behind as the previous treasurer quit doing his job and didn't let anyone know. Question is: We have (had) 134 shares of Nextel and now according to Ameritrade, we have 169 ...
3 messages
Manifest Investing - Last Call!
The February discount for my Manifest group is coming to a close! If anyone is on the fence, now's the time to decide! The subscription has been discounted from $89 to $51.20 this month only for a group. You are welcome to join mine. Write ...
3 messages
Uploading/downloading
Two members uploaded ssgs and when downloading same I get an error message "Run-time error '62' Input past end of file" Other SSG files in bivio download OK. Appears to be a problem with the upload since originater can not download their own ssg from ...
3 messages