Due to family illness I may have to resign as Treasurer and no one else wants the job. Is there any possiblities that you might add Scottrade to you Acct Sync program. Thank you, RK Meaders m3aders@gcinet.net
I've had two instances where account sync credited a dividend payment twice. The most recent was a 6/10/04 Target (TGT) dividend; anyone else have this happen; is it just a glitch in system.
A number of members of our club like the K-1 access but they also liked the fact that SSNs were masked in Bivio except at tax time. Is it possible for Bivio to be enhanced to only allow access to each member's respective K-1? Naturally, ...
Thanks for all your feed-back, we have been listening. We are proud to announce www.stockfundas.com v3.2 with: - Easier to use portfolio management interface. - Intelligent auto-download SSG files from the NAIC OPS. - Auto-download multiple files. - Updated help files. - Instructions for newbies. ...
In a message dated 6/17/2004 2:39:15 PM Eastern Daylight Time, sdenman@bivio.com writes: IraS1@aol.com wrote: > In a message dated 6/16/2004 6:02:39 PM Eastern Daylight Time, > sdenman@bivio.com writes: > We are > terminating our partnership and hem doing the withdrawal reports (we have > sold ...
In a message dated 6/16/2004 6:02:39 PM Eastern Daylight Time, sdenman@bivio.com writes: We are terminating our partnership and whem doing the withdrawal reports (we have sold all holdings and will be issuing cash) I noticed the althrough I used the same valuation date for all ...
We are terminating our partnership and whem doing the withdrawal reports (we have sold all holdings and will be issuing cash) I noticed the althrough I used the same valuation date for all members the unit value was different for each member. Also I ran ...
I think bivio is great. I was checking out a few clubs and it seems that some clubs make too many files public. Is there a polite way of warning a club admin that a lot of information is out there?
2 proposals: 1. State Tax Reporting 2. Would it be possible to add stock categories (i.e. small cap, mid cap, large based on NAIC guidelines) to the suite of reports? Thanks, Nick Picini
In a message dated 6/10/2004 3:35:55 PM Eastern Daylight Time, fc00493@bivio.com writes: One of our stocks (PCBC) recently had a 4 for 3 split but this is not reflected in the number of shares in Bivio. Is this a manual change that I have to ...
One of our stocks (PCBC) recently had a 4 for 3 split but this is not reflected in the number of shares in Bivio. Is this a manual change that I have to do or is it not updated yet?
In a message dated 6/9/2004 2:49:53 PM Eastern Daylight Time, electriciandale@bivio.com writes: We held world com and the shares are now worthless, how do I delete it out of our portfolio? Do I place it as a sell for 0$ since it is considered a ...