| Re: [club_cafe] Schwab - no 3rd party checksWith any investment house, you need to build a relationship or have a member who has a Representative and can assist with requests. Our club has been with Schwab since inception, 2001, and through our rep have had no issues as brought up in Club ... |
| Re: [club_cafe] Club DuesHi Stephanie, Look in your email inbox for a response I sent to you earlier today from support@bivio.com .A It has the background information you need and the answers to your questions about withdrawal timing and final club taxes.A Becky Kruse bivio On Fri, Sep ... |
| RE: [club_cafe] payouts for membersDan, Generate the Bivio Withdrawal report on the final day of membership.A Paying for a full year in advance, as I understand your message, means that money was invested prior to his demise and constitutes the whole investment.A His payout should be the whole amount ... |
| our club wants suggestions for new broker that AccountSyncs with BivioOur investment club is in the final stages of voting on a new broker that AccountSyncs with Bivio. Any pros or cons from other clubs about the broker you use that you care to share? (BTW, we don't need to hear about Schwab; they are ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioI haveA not worked with Fidelity but I believe they sync with Bivio and there have been a few positive reviews on this site about them. Peter Dunkelberger sumner stock selectors investment club. On Fri, Nov 10, 2023 at 1:10a€¯PM Myra Wilson via bivio.com <user* ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioPeter, Curious which broker you use. thanks Dan Cohn NAMC Investment Club #3 Virus-free. www.avg.com On Fri, Nov 10, 2023 at 2:05a€¯PM Peter Dunkelberger via bivio.com <user* 26984900001@bivio.com > wrote: I haveA not worked with Fidelity but I believe they sync with Bivio and there ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioFidelity syncs with Bivio and also allows stock transfers to individuals.A It is not easy to set up an account with them, but it is possible. On Fri, Nov 10, 2023 at 2:23a€¯PM Dan Cohn via bivio.com <user* 32501700001@bivio.com > wrote: Peter, Curious which broker ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioSchwab, for right now, unfortunately. Peter On Fri, Nov 10, 2023 at 2:23a€¯PM Dan Cohn via bivio.com <user* 32501700001@bivio.com > wrote: Peter, Curious which broker you use. thanks Dan Cohn NAMC Investment Club #3 Virus-free. www.avg.com On Fri, Nov 10, 2023 at 2:05a€¯PM Peter Dunkelberger ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioTD Ameritrade required everything but your first born to sign up.A We had to send our partnership agreement with signatures and choose "authorized agents"A and lots and lots of paperwork.A And that was to transfer from Scottrade. Peter Dunkelberger On Fri, Nov 10, 2023 at ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioSchwab is working ok for our club. One has to be persistent and check with a few representatives because you get different answers depending upon whom you talk to. We got checks to use if we have to pay a member or anyone else. We ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioWe are with Fidelity - works well. Portfolio ~55k > On Nov 10, 2023, at 1:10 PM, Myra Wilson via bivio.com <user*20068600001@bivio.com> wrote: > > Our investment club is in the final stages of voting on a > new broker that AccountSyncs with Bivio. Any ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioOur club as well is with Fidelity and no problems. Kim Potter BI Brighton Hi Bob Shaw!! On Friday, November 10, 2023 at 04:02:43 PM EST, Robert Shaw via bivio.com <user*27509400001@bivio.com> wrote: We are with Fidelity - works well. Portfolio ~55k > On Nov 10, ... |
| Re: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioHi Kim!!! On Nov 10, 2023, at 4:04 PM, Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote: Our club as well is with Fidelity and no problems. Kim Potter BI Brighton Hi Bob Shaw!! On Friday, November 10, 2023 at 04:02:43 PM EST, Robert Shaw ... |
| RE: [club_cafe] Death of memberHi Dan: My answer to your question a€œwhat should be the right way?a€ First, each partner has a personal responsibility to make arrangements for the final disposition of his/her assets post death. Whether that be by Last Will and Testament (leading to a probate) or ... |
| Re: [club_cafe] DisbandingSharon, My club just disbanded A s TD transferred to Schwab with each member opening a Schwab account. As Treasurer for 28 yrs, I had Pres ask for Volunters to meet and be involved so members would be comfortable with my choice to transfer winners ... |