Laurie The valuation date in Bivio is incorrect. When I go to Accounting>Investments the valuation date is 09/08/2017. Do you know when the date will be corrected? Thanks, Gene
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for August 2017 by Ticker: Buys Rank Ticker Clubs Buying A 1 AAPL 41 A 2 AMZN 35 A 3 FB 31 A 4 T 30 ...
When you purchase or sell stocks, A you don't actually receive the stocks or the proceeds of a sale until the Settlement date.A Up until September 5, A this has been 3 business days after the trade date.A Starting September 5, A the Settlement date ...
Hi All, It's spring cleaning time. A Making sure you have correct valuations in bivio is critical. Without correct daily valuations, A your club and member records will not be correct.A Neither will any tax reporting. A A Here is a check you should do ...
Our club has been around since 2013. We have a Federal Employer Identification Number (EIN) and our club name has been filed as a trade name with the state of Colorado. Each year we renew our trade name with the state, but this year I'm ...
(In New York): Does it cause a problem tax-wise or due to definition of "investment club" if the value of our assets were to exceed $1 million? Linda "Pointe Players" Virus-free. www.avast.com
Interesting article from one of my accounting sites.A Have you ever wondered why you can't deduct the cost of attending investment seminars? Why There's No Write Offs Allowed For Investment Seminars Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
We use Folio investments as our broker. We often are off a penny or two in our cash balance between them and bivio. Their rounding seems to be the problem. Do I need to make this balance?
Our club uses Fidelity, and aside from issues with changing officers (which is a pain), we are happy with them. We often call and ask for free trades and they usually accommodate us. There are a couple of people in the club who want to ...
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for July 2017 by Ticker: Buys Rank Ticker Clubs Buying A 1 GE 53 A 2 AMZN 39 A 3 GNTX 30 A 4 FB 23 ...
If I run a hypothetical withdrawal report using a combination of stocks and cash as the member's payout, where can I find the breakout of the adjusted cost basis for each of the transferred stocks? I understand it is supposed to be part of the ...
In 1984 our club, Big Ten Investment Club (BTIC), was formed. The past seventeen years we have been a partner with Bivio. BTIC has found this partnership to be extremely valuable. We have often wondered if any club knows of another club that has been ...
In 1984 our club, Big Ten Investment Club (BTIC), was formed. The past seventeen years we have been a partner with Bivio. BTIC has found this partnership to be extremely valuable. We have often wondered if any club knows of another club that has been ...
Our club is also disbanding. If we disband in 2017 and need to file a 2017 return before it's available in Bivio, how would we do that? Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, 10 Jul 2017 17:02:34 -0400 ...