Will there be a time eventually where Scottrade would be available for use on the Bivio platform. I have a joint account with my family that I would be willing to place on here.
I just received the following email message from the NJ Division of Taxation (nice of them to reply in a prompt fashion <g>): TO: iras1@aol.com Ira Smilovitz FROM: Regulatory Services Branch DATE: December 13, 2004 RE: Investment Clubs - Partnership Filing Fee In response to ...
Part 8a -- most investment clubs are organized as partnerships or LLCs. If you are an LLC electing to be treated as a partnership, you also check "partnership". If you are organized as some other entity, choose the appropriate one. Section 9 -- Use "banking ...
You're going to have to look at the transaction records for that security and compare them to your historical records from TDWaterhouse. If you just sold the stock and there were fractional shares involved, the fractional shares may have been removed from your account pending ...
Bivio report shows .0587 shares of a stock at current valuation. However this amount doesnt show up on the transaction screen. Broker TDW shows zero position in this stock. How do I clear this .0587 shares from Bivio? My Bivio cash balances with TDW. Ray ...
The instructions for Form SS-4 are self-explanatory. Perhaps if you can specify where you're having problems, we can provide assistance. Ira Smilovitz In a message dated 12/12/2004 2:22:22 A.M. Eastern Standard Time, jglaza904@bivio.com writes: Can anyone please tell me what I need to fill out ...
Can anyone please tell me what I need to fill out on form ss4 for my EIN I cannont for the life of me figure out what I need to put on this form for an investment club If you could tell me the sections ...
Paul, Your answer contains some errors and was incomplete. In addition to being a complex transaction because of the stock + cash nature of the merger, the fact that the new company retained the Wellpoint name and ticker symbol adds another wrinkle. Here's what Mike ...
I'm not sure how you're trying to enter this, but there is no requirement for any price entries. Enter spinoff. The original company is Motorola, the spinoff company is Freescale (not Freemarket), the date is 12/2/04, the number of shares is .110415* the number of ...
A reverse split is entered the same as any other split, just enter the ratio correctly (e.g.., 1 to 5). You'll have to give more information about what kind of stock warrant transaction you are trying to enter is it the issuance of a warrant, ...
Our club owned a stock that completed a reverse split and distributed some stock warrants. Does anyone know how to record the reverse split and stock warrant transactions inside the Bivio site? Thank you in advance, Peter
Does anyone know how to account for the FreeMarket spinoff from Motorola? I see where I should be entering the spinoff date as well as the price afterwards, but I'm still lost. Thanks!
You could have a major headache. Most agreements state that notice of death is the equivalent of a request for a full withdrawal. Then the club follows its withdrawal procedure and makes the payoff check payable to the "Estate of [name], deceased". As it is, ...
We have had a member pass away and our bylaws do not indicate the procedure to withdraw this member. He is a partner in the club and my question is the procedure in time of withdrawal. He has a Trust and we have not received ...