Hello all, We are a small online club and looking to see if other clubs have had this situation. Most of us (club members) have been relocating or moved around but still are involved in the club activities. We have members in PA, NY, TX ...
This made me laugh: Not a bad year on a non-GAAP adjusted pro-forma basis excluding one-time items. A A - Morgan HouselA Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ ...
I just wanted to spread the word that the Georgia Chapter is hosting a Virtual Education Fair August 27 - 29. It's going to be online via GoToMeeting so you don't have to be in the Atlanta area to attend. I've attached a flyer with ...
Dear Peter, bivio gets stock pricing from a separate pricing data feed. It is the same one that is used by Yahoo Finance. You probably had a valuation date that was the brokerage statement date because long ago, that was the only date you could ...
In this second half of the year three brokers commonly used by clubs are being Acquired. TDAmeritrade is being acquired by Schwab Folio Investing is being acquired by Goldman Sachs E*Trade is being acquired by Morgan Stanley If your club uses any of these brokers,A ...
The brokerage would flip out and cancel all access if they knew all members were logging in with the same user name. That is illegal. Only those with authorized access and their own username should access account. Linda Wiltse Pointe Players Sent from my LG ...
Laurie, Goldman Sachs and Morgan Stanley, two of the brokers your recent "helpful hint merger email" referenced are not currently in Account Sync with bivio. Is bivio in process of adding them as bivio AccountSync partners or should clubs currently in Folio or E*Trade plan ...
What a pain! On 8/3/2020 1:32 PM, Laurie Frederiksen wrote: In this second half of the year three brokers commonly used by clubs are being Acquired. TDAmeritrade is being acquired by Schwab Folio Investing is being acquired by Goldman Sachs E*Trade is being acquired by ...
Wanted to know if Green Card Holders, EAD Holders, H1B Visa Holders, and L1 Visa are allowed to be part of an Investment Club, and are there any special regulations while filing taxes? Many in these categories have expressed interest to join the club
If beneficiary designation says the benificary is a trust in the partners name do we need to know if the trust actualy exists. and if it does not should the check go to the estate?
Why doesn't the valuation statement use the latest closing prices after trading is closed for the day? For example, it's Monday and the market closed at 4:00PM, more then an hour ago. Yet the valuation statement uses Friday's closing prices. That just seems delayed too ...
Hello! We are a relatively new club made up of novice investors. So far, we have taken turns presenting prospective stocks and have then voted as a group on whether to buy shares. Manifest Investing, Better Investing and ValueLine are all resources that we have ...
Hi, Does anyone know, how to link the Dividend Receied from the broker for a particular Securities to be linked to Securities in Bivio club account. We genarate reports and monitor the dividend receivied from the broker asign them to Security and generate reports to ...
We have over 15 years of emails on Bivio - is there any way to delete or store old ones so we don't have such a backlog? I realize that some messages may need to be saved indefinitely (votes, etc.) but our messages typically deal ...
My club has been active for several years and we have always treated the portfolio as a long term investment/savings/retirement tool. We have contributed dues consistently and we have only made withdrawals when members have left the club. So far this method has worked well ...