I was wondering, when adding new members, should we as a club "charge" a new member to enter our club? We, the original members, had to pay to start the club (lawyer fees, state treasurer fees and bivio fees). I'm just curious if anyone else ...
For a while I use NCA 1.4 in conjunction with Bivio. That allowed me to have a copy of the club data on my desktop machine just in case. That version of the NAIC software has since gone south. Any recommendations on what I should ...
Hi Paul, We also assess late fee on payments/due received after the 10th of each month ($5.00). Using Bivio makes this a easy procedure to do. We simply enter the late payment/dues on the date in which it's received (Transaction Date), but use the Valuation ...
Trying to find info on ending a club. The interest in our club is waning and, and rather than proceed with just a few members, we have decided to end the club, selling off all of our stocks, and paying off the members. How do ...
Hey, they also offer real-time trading for $15-16. >From: "Tim Kessler" >Reply-To: "The Club Cafe" >To: "The Club Cafe" >Subject: Re: club_cafe: Monthly Drafts on Members Checking Accounts? >Date: Fri, 5 Jul 2002 13:37:59 -0500 > >Buyandhold.com would work, but they have other limitations (ie ...
We are just getting started. We want to have monthly drafts from the individual members' bank accounts to our trade account or even a bank account. We have set an amount of $50 month each. Does anyone know of a brokerage account that will let ...
As a head's-up to all New Jersey investment clubs -- Gov. McGreevey just signed P.L.2002, c.40 into law. Among its provisions is a change in the rules for NJ partnerships. Partnerships which derive income from NJ sources are subject to an annual fee of $150 ...
I know we've discussed getting a graph of a club's NAV over history and it isn't practical. But would it be possible to just get a daily spreadsheet? obviously the numbers are in the bivio system, because i can get valuation reports from any day ...
We have a member that resigned resulting in 15 remaining. One of the 15 has not attended a meeting or contributed financially for 4 months. At our meeting, we discussed buying out the departing member by transferring her units equally among the remaining members and ...
When I go to print out copies of our valuation sheet in our report section I don't get the whole page. I don't get the last colume the (percent of Total) I never had a problem before and I tried to fit to scale but ...
At our last meeting, we added a 14th member to our investment club. This month, we had a member that had to resign. Our bylaws allow for a member buyout and our club voted unanimously to allow the new member to buyout the exiting member. ...
Our club initially held 240 shares of McLeod USA. On May 14th, MCLD did a .058584 to 1 reverse stock split. On May 20th, our club was charged a "Mandatory Reorganization Fee of $20. Our Ameritrade statement shows the 240 shares as: McLeod USA Contra ...