I am retired so I can not open another Roth and my other assets are already divided where Infant them to be. I contacted TRowe Price and they will not open a custodial account for a foreign nation. Plus for me ton open an account ...
Does anyone have any experience with custodial accounts for minors in a family investment account when the minor is a foreign national and therefore there is no social security number? Sent from Surface Pro
Where is link that tells how to correct differences in cash accounts and number of shares owned . Bivio does not agree with my club's TD Ameritrade Acount
Hi everyone, The transcript and a recording of the webinar that was given last night is now posted.A You can find it here: Getting Ready For Tax Season One big take away is to get started on confirming the cost basis and gains/losses from each ...
Preparing for Investment Club Tax Season What you need to do now to get ready Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give ...
Near the end of the year is probably too late unless you have no stocks that pay dividends. Search the archives of club cafe, you will find articles about disbanding. Joe Farrell Everyday Investment Club On Tuesday, November 18, 2014 5:43 AM, Gloria Graham < ...
A I'll let Laurie and others talk about how to or not to expense technology for investment clubs (I do agree with her that there really is probably no benefit of running the cost through the club).A I thought I would take a stab at ...
All: Interested to hear your feedback/experience with all/some of the following. Our club is considering purchasing a laptop, projector (and briefcase for both), for about $950 and using club funds to do so. We have contemplated a "special assessment" of about $100 per member or, ...
Is there anyone here part of an investment club on Detroit's East Side that is willing to accept new members? I'm a volunteer with BI's Southeastern Michigan chapter and we had a request from a woman looking for a club to join. She works in ...
Hi everyone, We'd really appreciate it if you would help us spread the word about bivio.A We've posted a link to the list of "Reasons to Use bivio" list to our: Facebook Page Twitter and Google+ pages.A A It would be great if you would ...
Robert, Laurie recently walked our club through a withdrawal. We had made many errors before contacting her at bivio. We are very appreciative of all the information she offered. Mary On Monday 10/11/2014 at 1:28 pm, Laurie Frederiksen wrote: Hi Robert, You must have unidentified ...
Hi all, If you have friends with investment clubs that are not using bivio yet, here's some reasons you can share with them to give us a try: Reasons To Use bivio It's a great time of year to talk to other clubs about switching.A ...
Hi Robert, You must have unidentified debits or credits in your records.A You need to find them and identify what they were before you can enter a correct withdrawal. If you email us at support@bivio.com ,A we can look at your records and give you ...