Hi All, We are pleased to announce that we have added Edward Jones as a new AccountSync broker.A Thank you to the clubs that helped us test the connection. If your club uses Edward Jones or Merrill Lynch and would like to get AccountSync set ...
Unfortunately, A we are getting a lot of questions this year from clubs that have purchased Blackstone.A Equally disappointing is the fact that apparently it was suggested as a stock to study by Better Investing in their September magazine. I hope they also pointed out ...
Hello All, We are pleased to announce that we have just added Merrill Lynch to our list of brokers supported byA AccountSync . We have also started work on adding Edward Jones support but we need a club who would be interested in helping us ...
We are looking to new club. One prospective member got an EIN for us. However it now looks like we will just be joining an existing club negating the need for this EIN. No activity has been transacted on this EIN. How do we close ...
I don't know how many members you have but to expect a 100% vote is highly unlikely and very limiting when you need to act. Linda Pointe Players Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: "Mike Jones via ...
Our club owns shares in Danaher Corp which recently spun-off 40 shares of Fortive. While our broker, Scottrade, is showing this transaction in our holdings, it is not showing on our Bivio account. Is there a lag time with this type of transaction and if ...
Hi Folks, I'm looking for help from clubs in PA. Our club is currently registered in NJ but we have members living in both NJ and PA. I'm the treasurer and I live in PA. NJ charges filing fees of $150 per member when the ...
It seems like a number of high profile companies are creating a second class of shares (usually called Class C shares) that do not have voting rights. Usually this happens as part of stock split where the new shares created are Class C shares. Google ...
Termination of the Alcatel Lucent ADr program due to shares being sold to Nokia Corporation in a share purchase agreement. How do I account for this? See attached files. If possible please answer to sapphire@nwi.net Thank you Debbie Jones Treasurer DDMK
We were paid $18.00 for each share of Baxalta plus .1482 shares of Shire for each Baxalta. As our club had 300 shares of Baxalta, we received $5,400 in cash, 44 shares of Shire, and $88.31 for the .46 fractional share. How is this transaction ...
I discovered that our DBA filing had expired and looked into the process of bringing the filing up to date with the county as in Michigan the county is the location of such filings. The county clerk informed me that all signatures needed to be ...
Hello everyone, The Federal tax program and the 5 state tax programs we provide have been released and are available for you to use now if you go to Accounting>Taxes. Just a couple of reminders: 1.A You can't prepare your taxes if you don't have ...