Looking for information regarding brokerage accounts. We have used TDAmeritrade for a while with good support and services. They are moving our account to Schwab. Schwab does not allow payments to be distributed to anyone other than the investment club, requiring a separate account at ...
ETrade merged with Morgan Stanley and switched out brokerage account over today. We got a new account number. OUR BIVIO SYNC IS BROKEN! Our transactions are still happening OK in the new Morgan Stanley account, but nothing is syncing. Anyone else stuck or know how ...
The non-monthly treasurer tasks video show a member withdrawal process where a transfer valuation date separate from the member valuation date is used for a stock/cash withdrawal. I was counting on this to process a legacy withdrawal (we have subsequently adopted a simplified withdrawal process), ...
Is Bivio planning to add acccountsync for Siebert Financial? Our understanding is that they LIKE investment clubs. Bob Mann Lunch Money Investment Club
Treasurer Penny Perkins of Poors Pupils Investment Club, suddenly cannot contact bivio. She knows not why. Please contact her. perkinspen@gmail.com or perkinspip@me.com 2265 Atlee Ct. Columbus, OH 43220 614-579-9186. She is available Thurs 8/10 in the morning or all day on Friday 8/11. This is ...
Thanks. From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Melinda Speak via bivio.com <user*30643000001@bivio.com> Date: Monday, July 24, 2023 at 2:05 PM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] ACH Transfer from Personal Bank Account to Investment Club Fidelity Brokerage Account WARNING: This message has originated from an ...
My objective is to streamline the member payment process for the investment club in which I participate. Has anyone successfully (and securely) setup ACH transfer to a Fidelity brokerage account? I was able to setup the investment club brokerage account as an external account and ...
Would anyone like to start a conversation about the differences of making investment decisions when on a non-profit board and other governance issues? I realize this is not a bivio or investment club topic, so I am quite willing to take this 'offline' but I'm ...
Please remove my email address, pktippit@yahoo.com, from your mailing list. I am no longer in a bivio investment club. Thank you, Pat Tippit Sent from my iPad
Unsubscribe Sent from Yahoo Mail on Android On Wed, Feb 15, 2023 at 7:50 AM, ijh ijhill.com via bivio.com <user*27804200001@bivio.com> wrote: Good Morning, Please see attached document . If you are likely to receive this in an error kindly forward it to your Accounting Department ...
Our club transitioned from TD Ameritrade to Schwab. We had check writing at TD. We are told by Schwab now we cannot write 3rd party checks on our investment club account. Therefore, we cannot pay expenses with the cash in our brokerage account. Wondering how ...
Are there investment clubs that moved to other brokers and not Schwab? I read about Schwab, but I'm making comparisons with Fidelity-Pros & Cons. Gayle Freeman Treasurer NJ Model Inv Club
Much appreciation to all of you who contributed to this robust discussion about your individual club's practices.A I've learned a lot, and hope everyone else has as well.A At a glance it seemsA as if the majority of clubs who respondedA have members direct deposit ...