I established an Escrow account to hold monies for members that would be away for awhile. When I deleted the amount ($250.) it appeared in my Fdelity Investmdent account which throws my balance off by $250. How can I delete the $250.? in faxct, how ...
Confused about Bivio's basis allocation for this transaction. Our club owns 15 shares of Citigroup. I called investor relations and they gave me the following information. .0432043 Class A .0887656 Class B So our club should have received the following .64806 Class A shares 1.33148 ...
Hi, Our club cash out the profit on a quarterly basis. Each share starts at $2500. Let's say our club makes $5000 this quarter, and we have 10 shares, we then write each member a check depending on number of shares they own. For those ...
Hi, Any progress on adding Datek to AccountSync? We do a lot of trades if we have to enter them manually, it would be a very painful process. Can Bivio take an input from like Quicken? thanks Jimmy
We use buyandhold (and are incidentally in chicago). All of our members are linked to the brokerage account with Instant Deposit. The only catch is that I can only move money from one person per day, so we use a schedule each month. I couldn't ...
I spent several hours trying to initiate direct deposit with my bank in Chicago. The best I could do would have resulted in a $15 total monthly fee for our club. We decided that this roughly 1% charge was not justified. You are right that ...
Yes, Buy and Hold does have a way for clubs to have there member personal bank accounts debit into the club's account. Although I'm not sure if this can be done with all credit unions. Also Bivio has a service that will monitor these deposit ...
Can someone tell me if Ameritrade and BuyAndHold allow members to make automatic deposits? We are currently with E-Trade and they will only support Direct Deposit if our bank initiates the transaction. Several of our members bank with a credit union which will not initiate ...
What is your reason to change to Waterhouse. The reason I ask, I have my personal account with Waterhouse and was thinking of changing. Rose Rooney, rose@cameron.net Original Message From: ANNE WEEKS <finances_first@bivio.com> To: club_cafe@bivio.com <club_cafe@bivio.com> Date: Saturday, September 07, 2002 3:40 PM Subject: club_cafe: ...
Is there a way to use the tax function of Bivio without putting members' Social Security numbers online? Can they be hand entered after the taxes are prepared? We have several members who have concerns about having this identification information on a web site.
There are several ways you can buy out a member. 1) All members could buy out the member in equal portions and you can raise money or sell stock to come up with the funds. 2) One or more individual members could decide to buy ...
Our club has been using Accountsync (We love it) with Schwab and are now changing to Waterhouse. What steps should I take to ensure that we don't lose any records of basis etc. when the change occurs? Thanks for any tips. Anne W.
I wanted to start a club, but don't personally know enough people to get it off the ground. Would appreiciate some advice from people who have started there club with people they were matched up with online. Is it working? If you had it to ...
A member of our club wants to withdraw, and I want to purchase her shares. How is this transaction accomplished? It appears that the withdrawal process requires the club to distribute the shares equally among members and distribute money to the withddrawing member. What is ...