Our club just joined with bivio this past January. We were an already established club with equal partners, so we all have the same number of units. A new member recently joined and wanted to be a full member. On the day she gave me ...
Today is the first time I have read this section on Bivio, and I am not familiar with your Beta Test with Scottrade. Please explain. My club is using Waterhouse, but we have become unhappy with their service and "extra" charges. We would like to ...
Hello All, I'm in the 90-day trial period with bivio and I couldn't be more pleased with the support received to date. Within about 30 days our clubs records with NAIC's nca system and bivio's reports match virtually perfectly. It's going to be easy to ...
Hi, I see Scottrade was recently added to the list of brokers for which bivio's AccountSync service is available. Has anyone tried this out yet? Mike Carroll Oro Valley, AZ
Generally, yes. When filing a short-year return, you use the previous year's forms, but indicate the short year via the date fields at the top of the forms. My only quibble is that your short year should begin 1/1/05 and not 12/31/04. I'm copying this ...
When we transfer a stock to a withdrawing member, does BIVIO take care of figuring out the cost basis for the club and the K1 for the member at year end ?? Thanks, Jim Prescott ( Smartcash )
For some reason, I have stopped being notified by email when there is a transaction in our account. I am listed as treasurer on the account and the co-treasurer still receives notices. I have gotten notices regularly for several years until the past few weeks. ...
Our club had 100 shares of Caesar's Resorts which merged with Harrah's on June 20, 2005. In exchange for our 100 shares of Caesar's, we acquired $568 plus 22 shares of Harrah's. I recorded the merger, but, there wasn't any place to indicate the cash ...
In a message dated 5/17/2005 7:27:04 P.M. Eastern Daylight Time, vkrodriguez@bivio.com writes: Exactly what steps do you take in the Bivio software to disband a club? Basically the same procedure as discussed in those articles. Sell all stocks that you aren't distributing to members. Record ...
We pay our NAIC dues as a club. All members give me (the treasurer) a check for the NAIC dues along with their monthly payment. How do I split the check and show the dues before I write the check to NAIC. I can put ...
In a message dated 6/28/2005 9:39:27 A.M. Eastern Daylight Time, ripwest@comcast.net writes: Ira, << Personally, I believe this is counterproductive. Members who make late payments are penalized already by owning a smaller share of the profits. >> While I agree with you that assessing a ...
In a message dated 6/28/2005 9:15:49 A.M. Eastern Daylight Time, lric@bivio.com writes: Greetings! We have recently instituted a system of levying small fines to members whose payments are not on time. Any advice on how exactly to enter this in the accounting? Thanks in advance!! ...