| RE: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountSusan, Thank you for such clear and detailed information! Jeri Morgan, Mutual Investors Group of Cheney WA From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Susan McClay via bivio.com Sent: Monday, February 8, 2021 12:40 PM To: club_cafe@bivio.com Subject: RE: [club_cafe] TD Ameritrade withdrawal / transfer to ... |
| Re: [club_cafe] Re: Folio Cash HoldI just called my bank (PNC) and they told me my electronic payments to Folio were ACH's. Interestingly, the reason this payment is sent as an ACH is because the receiver (Folio) requested that the transaction be in the form of an ACH. So, for ... |
| Re: Re: What happened to the $69 basic subscription?Our club, too, has no need for AccountSync and was very happy with the basic service. Now, we are considering alternatives. The frustration is paying for a service (AccountSync) that we do not want. You already have the sunk costs in Bivio -- so the ... |
| Re: club_cafe: Re: Member withdrawelsJim, Rip and John, Thank you so much for all of your information. I am now able to go back to my members and explain all of our options clearly and correctly. Based on this new information, I'll also suggest we make some changes to ... |
| RE: [club_cafe] TD AMERITRADEThank you for the clarification Ira but the fact still stands that you have to contact TD Ameritrade as well as TD Bank, and the bank seems to do things slowly. When having problems it is best to contact FINRA as well as the banking ... |
| Re: [club_cafe] filing extensionIn short, yes the partnership is responsible if it is assessed a late filing fee.A But, if you sent it certified mail and you have the receipt, you can tell them it was postmarked by the required filing date.A That has happened to our club ... |
| Re: [club_cafe] CA investment clubs and temporary SOS#sOur club never received the letter from FTB. We contacted FTB and they gave us a temp number. Is there a place in the club profile? Or do we need to wait for the tax forms to be available to enter this number.A On Tue, ... |
| Re: club_cafe: Discharged MemberPhyliss, Usually the bivio team tries to let others answer posts on club_cafe, but since you made the same inquiry to trez_talk, a forum we try to answer very promptly, I am answering you here. I hope that others will chime in on this very ... |
| Re: [club_cafe] GE Reverse Stock SplitThanks Laurie, we appreciate your prompt response! Len Delmolino Massachusetts High Flyers Investment Club On 08/03/2021 4:21 PM Laurie Frederiksen <laurie@bivio.biz> wrote: That sounds good. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on ... |
| I'm 19 and Thinking About an Investment ClubDear Candis, Please help. I just turned 19 and have invested in and researched stocks before but I still don't know very much about investing. What are the advantages of starting an investing club? If I found it will everyone else in my group have ... |
| Partnership Death of a Partner ConsiderationsThe death of a club member is a sad experience for clubs. From a business perspective, it is best to handle this in the same way as you would handle a request for complete withdrawal. This includes the date used to value the partners account. ... |
| Microsoft Word - 2016 NJ_Webfile_Instructions.docxInstructions for NJ-1065 Webfile (Tax Year 2016) NOTE: While the NJ Division of Taxation claims that Google is the most compatible browser, I had problems and had to use Internet Explorer in Compatibility View. If you have problems with your primary browser, try another one ... |
| Re: [club_cafe] Re: Non-Profit BivioAs usual, Bill, I think you've got it right. Linda On Wed, Aug 3, 2022 at 2:29 PM William Peterson via bivio.com <user* 26072600001@bivio.com > wrote: There have been many good comments to this topic, many of which I agree with, but I'd like to ... |
| REITs-Comments From A Club That Owned OneWe've been discussing REITs here recently so I wanted to pass along a comment that was received this morning from a club treasurer who attended last nights webinar: "During the talk there was a side conversation about keeping accounting simple and to do so by ... |
| Inlingua Language Center���Discussion on the BetterInvesting forum on PE ratios Note: lines preceded by ">" are my questions to the forum. > I'm struggling with the concept of the PE ratio. < P/E is for stocks what price/pound is for groceries. Earnings are for stocks what pounds ... |