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TD Ameritrade withdrawal / transfer to a Schwab account I am sitting on hold with TD Ameritrade (over a 90 minute wait currently). I tried the virtual assistant and the local branch but the former was not helpful and the latter was a big circus which got me back to the national 800 number. ... Kevin Gillogly 17 messages
AccountSync and Two Factor Authentication From the previous posts I've seen, it sounds like you can't use 2 factor authentication (2FA) for your brokerage account if you also want to use AccountSync. Clearly it would be very desirable to use 2FA and and AccountSync for the club's brokerage account. Our ... Leonard J Delmolino 1 message
TDAm Secure Communication When logged into their website Client Services Message Center Compose Before sending, check the box "Send me an email when there is a response in my Message Center inbox." so you don't have to keep checking the secure site. S On Mon, Feb 8, 2021 ... SB 1 message
need help in opening files within communications a few files open readily but some do not. Some files cause my browser to indicate download blocked. Other members have difficulty too. Janet Miller 1 message
Account sync I'd like to learn more about 'account sync' with bivio. I'm curious how many are using it and the pros/cons of syncing. Thank you. Cecelia BCI cecelia vanderlip 14 messages
Tax forms The club natives are getting restless. Any word on when the tax forms will be ready? Norman Gee 21 messages
Magazine If you were to recommend to someone a magazine to read for investing (other than Better Investing), which magazine would you recommend? Fortune, Barron's, Motley Fool etc.? Tim Hoyman, Colorado Leprechauns Tim Hoyman 10 messages
ETFS This message was sent securely using Zix (R) Our Club (MakeALot) is very much interested in investing in ETFs. I understand they trade like a stock and was wondering what you thought about them. We don't want to incur any extra work for our Treasurer ... Moore, Barbara 17 messages
1099 wisconsin So our club just formed in 2020. We do DRIP on all stocks purchased. We got a notice that we will not be getting a 1099. So now what? Do we still prepare the K-1 for all members. How does this work for tax preparation? Barbara C. Effertz-Doherty 4 messages
1099 wisconsin Take the advice--do NOT drip! We learned the hard way. Sent from XFINITY Connect Mobile App Original Message From: Barbara C. Effertz-Doherty via bivio.com To: club_cafe@bivio.com Sent: February 3, 2021 at 11:04 AM Subject: [club_cafe] 1099 wisconsin So our club just formed in 2020. We ... CAM 1 message
Audit I'm getting ready for the audit. Usually I work with two of our members and have all the paperwork ready for them. Not sure how to do this in the era of Zoom meetings. Any suggestions? Kim Potter BI Brighton Kimberley A Potter 10 messages
New York - Tax Return Filing Requirement My club (formed as an LLC) is domiciled in Colorado, however one of the members is a NY resident. Is the club required to file a NY Partnership Return? MICHAEL BORELLI 4 messages
Changing Email Address YouA can follow these instructions to change your email address in bivio: Changing Your Email Address If you have any issues when you try and follow them,A send your request to support@bivio.com and we can help you work through your specific problems. Laurie Frederiksen Invest ... Laurie Frederiksen 1 message
Insurance for treasurer? I'm going to be a treasurer for my club, responsible for over half a million dollars. Would you recommend the club taking a bonded insurance policy for the treasurer and assistant treasurer? If yes, can you make suggestions on how to go about doing so. ... Lavina Harjani 10 messages
When is FIFO not FIFO If you own multiple lots of a stock and don't sell all of it at one time, you need to tell the broker which shares to sell.A Usually you do this by specifying a default lot selection method with the broker.A Since lot selection is ... Laurie Frederiksen 2 messages