Can anyone give me the name of a bank that has a "no frills" checking option foran investment club ? You know, no minimum balance, no fees, etc. Thanks in advance
Hello All !! Why is it, when foreign tax is withheld from a dividend the amount is not subtracted from the account? I have to manually subract it from the account to make the account balance. Putting the amount in the Investment Income screen doesnt ...
We just started using bivio, because I couldn't figure the taxes out. So I entered back to the beginning all our transactions. However 3 of our members withdrew and we paid them what they had paid in actual value. So when I try to use ...
Looking for someone in the DFW area with extensive Excel experience. Some statistics background and interpretation of data would be a bonus. Our club started in February 1997. Our 'Average Annual Rate of Return for All Members' from 2/97 to 5/02 is 22.4%. From 2/97 ...
Question for ya(s): When we formed our club (10/01), we all paid a $60.00 fee to cover expenses for software purchases, memberships, materials etc this fee did not purchase any units. We have approx. $700.00 worth of that money left. How can we go about ...
How do accounts for warrants that our club received when we opted to hold our Expedia stock rather than tender it to USA Networks. The symbol of the warrants is EXPEW. Thanks. Mike
My club has DRIP stock and an account with BuyandHold. Question: How do we transfer our DRIP stock to BuyandHold so that all of our stock is with BuyandHold? Thank you! Maxine
We released a new feature, which throws away email messages which contain executable attachments. We noticed an increase in infected PCs send messages to their clubs which contain viruses. By default, executable attachments are blocked. This prevents the spread of viruses. Very few users send ...
We have a checking writing with one of our brokers, on a money market account. It's used to cover expenses only, throughout the year (no stock purchases). We're charged a fee of $50 annually, which is taking out of this expense pot. So yes, I ...
Our club has maintained a business checking account for the last 6 months or so. Problem is that our bank is soon going to start charging an $8/month service charge to maintain the account. So my questions: Is it common for investment clubs to maintain ...
Hi - Our partenrship is based in NY but we have member from several other states (CA, IL, NC and AZ). Do we need to file any state taxes other than in NY? I think some states require a filing if any partner lives in ...
I know this question was asked here about a year or so ago but my hope is that things have changed since then. Question - where can I find a company's 5 or 10-year history of Sales, Earnings, EPS and Profit Margins without subscribing to ...