Join us this weekend and learn how to make sure your bivio records are correct by doing an audit.A Here's how to sign up for our Audit Party Weekend Webinar: Register Now! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio ...
Hi all, I've been gone for awhile, but I recently joined a club again, and I was asked to put together a list of activities to help get current members more involved. Stock watcher is the first that comes to mind. But aside from officer ...
The most successful clubs have an outline and plan of what they will do each month at their meetings. If you put together a 12 month plan for meeting dates and educational topics now, your members can add them to their calendars and you won't ...
Laurie, Today, I was again asked to use this process today. Is our club's AccountSync affected or have you worked out a permanent plan with Folio? Best Regards, Marty bmeckerle@comcast.net
Hi All, I have had further discussions with Folio about the EFT cash hold issue.A I've made it all the way up to the President of the brokerage division who at least seems somewhat understanding of the potential problems the hold causes investment clubs. However, ...
As a member of the BI Volunteer Board, I have been following this discussion with great interest. Please know that I have requested BI provide comments, given that Folio is a BI approved product, with advertised benefits for BI member clubs. I will share comments ...
https://www.irs.gov/pub/irs-pdf/f7004.pdf This is a link to the IRS site for the extension form 7004.A You can fill out the form on the site, print it and mail it.A The code is 09 for Form 1065. I have also attached instructions and a PDF of the ...
Laurie, I found the following on the FOLIO website. I quote its entirety. "When congress enacted the legislation requiring brokers to report cost basis, the consolidated 1099 due date was changed to Feb. 15th. In an effort to provide you with the most current data ...
I was shocked when my Club's checks drowned on our Foliofn account were bouncing when deposit. For example, I was planning a two month RV Caravan to Mexico. So I withdrew funds to pay for the event. We sold shares to cover my withdrawal and ...
We are a small, 6 member, mixed gender club in Newport News. We've been around since 1996, our membership has been declining, and since we haven't been successful with getting support from the Better Investing Visit-a-Club program, we felt that we might get some interest ...
On December 7, Under Armour changed its ticker symbols for its Class A and Class C shares. The Class A shares were changed from UA to UAA. The Class C shares were changes from UA.C to UA. Note that the former ticker symbol for Class ...
Happy Holidays! Our programmers have just added a nice update to a very important bivio report.A You can now see cost basis per share as well as total cost basis for each lot of any stocks you own on the:A Investment Lot Cost Basis Report ...
Hi All, The presentation and recording for last nights webinar is now posted: Getting Ready for Tax Season 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+ Click here to ...
An alert club followed up on this email I sent in March to find out if there had indeed been any further adjustments that were made to the MDT dividends paid from April 2015 thru April 2016: Medtronic Tax Joy It turns out there were.A ...
Can someone tell if the Auto-sync date in Bivio should be update every day even if their are no change to the Brokerage account? I have just take over the job as treasurer and have notice that Bivio has not updated since password was change ...