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transfer of drip to Broker
We owned Diebold on both a drip account and with TDWaterhouse. We have now transfered the drip shares to the broker. How can I combine the two in Bivio. Tania Alibi Stock Club
2 messages
Separate accounts
Hi, We have a new club (6 mths old) and we have just voted on eliminating a member who has not show up at or made contributions for the past 4 months. My question is: With Bivio's software, We have the members monies in two ...
2 messages
Establishing New Stocks with Auto Sync
In the past prior to purchasing a new stock, the stock had to be created first within the software. Now that we have Auto Sync will the system automatically create the stock when Auto Sync detects it or will the stock have to be created ...
2 messages
club_cafe: Member withdrawal
Click the "withdraw" button from the member screen in the accounting section. Ira Smilovitz In a message dated 06/06/03 4:56:53 PM Eastern Daylight Time, suleiman@bivio.com writes: How do we delete a member from the club? Shouldn't there be a withdrawal form? Charles Moore Chazmoore@aol.com
1 message
Member withdrawal
How do we delete a member from the club? Shouldn't there be a withdrawal form? Charles Moore Chazmoore@aol.com
1 message
Member withdrawal
How do we delete a member from the club? Shouldn't there be a withdrawal form? Charles Moore Chazmoore@aol.com
1 message
Someone in Dallas- Ft. Worth Area!
We currently have a club in the Dallas area. I have been working on a trading model somewhat akin to the Mechanical Investors Forum in the Motley Fool. I have some pretty promising results, but I have gone as far as I can with my ...
4 messages
Different Rates of Return
When I run a report showing the members' individual rates of returns over a period, many of us have different rates, EVEN THOUGH we had all contributed the same amount of money on the exact same dates as each other. We started with different balances, ...
2 messages
Different Rates of Return
When I run a report showing the members' individual rates of returns over a period, many of us have different rates, EVEN THOUGH we had all contributed the same amount of money on the exact same dates as each other. We started with different balances, ...
1 message
club_cafe: Re: Due Collection
Right. And if the payment never arrives, the member has a smaller piece of a (hopefully) successful venture. Ira Smilovitz In a message dated 05/19/03 6:27:15 PM Eastern Daylight Time, jmunn1@nycap.rr.com writes: Elizabeth raises some excellent points. If late fees are assessed, ask yourselves why ...
4 messages
Kansas City Clubs
Anyone know of any clubs in the Kansas City area looking to add members? I'm trying to join a local (KC) investing club. Thanks.
2 messages
New York City Clubs?
I'm interested in joining a club in NYC. Anyone have any ideas?
1 message
Due Collection
I am the Treasurer for my Investment Club and I was wondering how other groups are collecting their monthly dues. Currently, I am having each memeber mail me the check and I consolidate them to send into our broker. It's a total pain and I'm ...
10 messages
Club Accounting - Complete Access
Our club OINC (Oceanic INvestment Club) in Australia, joined the above [subject line] in March last year. As yet we have not had a registration renewel notice. Do we get one? Or do we just have to go through registration again. Have to know soon ...
3 messages
Club Accounting - Complete Access
Our club OINC (Oceanic INvestment Club) in Australia, joined the above [subject line] in March last year. As yet we have not had a registration renewel notice. Do we get one? Or do we just have to go through registration again. Have to know soon ...
2 messages