| RE: club_cafe: Fidelkity InvestmentsHi Carole, I'm using TDAmeritrade and FolioInvesting in two different clubs. I'm not sure about automatic dividend reinvestment, but otherwise I believe they would satisfy your criteria. TDAmeritrade has $9.99 commissions. FolioInvesting is offering free commissions to BetterInvesting clubs if you make your trades during ... |
| Why We Do What We DoWe got this today from one of our clubs. I thought since all of you are members of investment clubs that you would appreciate the positive experience he describes. First I have to thank you for the service you provide investment clubs. Ours started out ... |
| Re: Withdraw member question> David, > > Thanks for your help, however we used the broker, Scottrade, > to cut the check out of cash that was in the account and not > invested (we didn't have to sell anything to pay the member > off). Since I ... |
| Re: [club_cafe] Edward Jones Added as New AccountSync BrokerHi, AccountSync will only pull in new transactions that are provided by your broker and enter them in bivio.A It is not a true synchronization in that it will not go back in time and correct mistakes in past entries. It is best to think ... |
| ADUS 1st Qtr Report 2024 - 6-10-2024.docx1st Quarterly report, 2024, for Addus Home Care (ADUS) Date: June 10 2024 Percentage change in Sales from year ago quarter 11.6% Percentage change in Earnings per Share from year ago quarter 24.4% Is company meeting our target sales & earnings estimates? Yes Pre-tax Profit ... |
| RE: [club_cafe] Schwab vs Bivio statements for Annual Audit StepsWe also just concluded our final audit of 2019. Our club does 2 audits per year. As treasurer I download transaction reports from TDAmeritrade and bivio for the 6 month period. I combine each data set into two spreadsheets sorted by date (I also greatly ... |
| Bank and broker issues for a new clubThe following was sent to the Trez_Talk inbox. It brings up some valuable considerations for a new club. Guy Russell wrote, I thought we planned our group very well, but we seem to keep hitting alot of obstacles. Maybe these questions are some that others ... |
| Get Ready To Do Your Investment Club TaxesGet ready to do your investment club taxes! Join us for Audit Party Weekend, January 24 and 25! The number one thing you can do now to make sure you'll be able to prepare your investment club taxes quickly is to make sure your bivio ... |
| 2022.8.17 - TPC Minutes.docxThe Passive Club (TPC) Meeting Minutes for August 17, 2022 Meeting called to order at 11:06 AM Meeting adjourned at 11:23 AM Officers Name Officers Name President Phil York Vice-President Manu Pasari Treasurer Helen Sorser Treasurer (bkp) Secretary Georgeline Mitchell Secretary (bkp) Member Name Present ... |
| Re: [club_cafe] Fidelity 1099Brokers are not required to run the holding period check to make a final determination if a dividend can be considered qualified.A You, however, are.A That is why we run it for you. If a difference you see between our forms and theirs is because ... |
| Re: [club_cafe] Foliofn - InteractiveBrokers Acoount transferWe have had ETrade for many years. They have been a great brokerage firm to use and work with. They are now merged or taken over by Morgan Stanley and as of yet, we have had no issues. The only problem our club had was ... |
| Re: [club_cafe] Transition from TDA to SchwabInability to transfer stock to fund withdrawals is a huge drawback in that it forces the partnership to sell stocks (and capture any gains) to pay cash to a departing partner. This can have costly financial consequences to all partners who then receive unwanted and ... |
| How To Do Your Investment Club AuditStay safe and warm and get started on taxes! Your 2020 investment club tax forms need to be filed by March 15, 2021. You won't be able to complete them until you get your 1099 forms in February but you can get most of the ... |
| Re: [club_cafe] Withdrawals and taxesWent by local Schwab office today; after a lot of checking they will not transfer stock outside of Schwab! On Fri, Sep 29, 2023 at 3:34a€¯PM Judy Simonson via bivio.com <user* 29968200001@bivio.com > wrote: This is great news!A Can you share more details as to ... |
| Re: [club_cafe] Time to Get Your Ducks in a Row!Laurie, My Investment Club meets at that time of the webinar on Saturday. Are you going to record for later review? Ye ole bud, Larry Larry Reno Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, Jan 8, 2018 1:39 pm ... |