I can truly understand the need to keep cost down for small clubs. It shouldn't cost each partner $5.00 per month to operate an investment club. If a club only has 5 or 6 members paying $20 to $30 per month. This a 2.7% to ...
Well here Is what I posted on the Motley fool.com Bivio board I just thought I would share with the clubs here on Bivio. Rob Nagler, Well I had time to cool down some, It was a tough week to start with all the bad ...
I am the treasurer of an investment club and I agree with you 100%.Our club has used Bivio since it's inception in 6/2000 and we are greatly satisfied with the product.No other product on the market comes close to the service that Bivio provides. If ...
Currently it appears Bivio only supports the older NCA Club Accounting Version which imports using the *.dat formatted file. The newer version of NCA Club Accounting software Ver. 2.1.0 only exports into the *.icd format. When will Bivio have the capability to import this newer ...
I'm afraid I cannot complain about the upcoming changes to Bivio's fees. Certainly, I would prefer to continue receiving the basic service for free; however, prior to converting our club's records to Bivio, we specifically asked them how long they intended to offer this as ...
We are currently moving our club trading accounts from TD Waterhouse to Ameritrade due primarily to rising expenses with trading at TDW. Has anyone had any bad experiences with Ameritrade ? So far, their response line is better, they take faxed signatures on documents, and ...
Do any clubs deal with members from various states. A group of us are trying to start a club, and we are in various states - 3 in Virginia, 1 in Pennsylvania, and 1 in Maryland. Any thoughts about how to handle such a unique, ...
I've finally convinced my club to move to an internet broker rather than using Edward Jones at $50 a pop. My objectives are low cost, high consumer confidence, and easy fund transfer. I'm leaning toward Ameritrade primarily because they are a bivio partner. Since I ...
Our Club owns shares of PictureTel. It was recently purchased by Polycom, but we have not received any information on converting our shares. Does this normally take time? I have look at both companies websites and see nothing that tells me what to do. When ...
I would like to know what everyone has done or suggests on what to discuss for our first clubs meeting. I'm in search of some sort of template of ideas to discuss with the other members. Any information and ideas would be appreciated. Kathy
How do you account for an inactive member who is still considered a partner but during this inactive period the partner does not pay dues nor received any portion of late fees and miscellenous income during this period. (However, the operating policy allow for the ...
Virtually all suggested partnership agreements include a provision that "no partner's capital account shall exceed twenty percent (20%) of the capital accounts of all partners." I also read somewhere that there is some ruling that requires this and that it is not an option. I ...
Using the NAIC Accounting Software, when entering fees of 10.00 each from all members (not equal shares), how does the fees gets recorded? ( I understand it does not buy any units) Is there a separate account for fees or does it get recorder to ...
I joined Bivio..thought there might be a list of clubs by state..I am looking for a club in Florida (Tampa Bay area). I filled out the profile sheet nothing yet in the e-mail box..with all the clubs joined on Bivio..there must a list somewhere I ...