After one of our members passed away back in April, our club selected a stock to transfer to his brokerage account in accordance with our partnership agreement. When we attempted to coordinate the transfer, his broker told us that the executor must open an estate ...
We have amended our PA many times by adding addendum to the bottom of the original document wit a reference to the addendum in the text line that has been changed. We are to the point of mas confusion. Is it acceptable to just start ...
Happy August everyone! Hope you're finding good ways to stay cool. It looks like some clubs may have taken an opportunity to find some bargains when the market took a dive at the beginning of July because of the Brexit vote. Overall in July clubs ...
A A South Shore Seniors Why are there no transactions shown since July 8th?A We have deposited $1,025 to 5th/3rd and A transferred $978.47 to Scottrade and sold 15 shares of GILD since then.A Our bivio figures are incorrect.A Our next meeting is thurs. Aug. ...
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 ...