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"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC

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Club Cafe
Our older Charles Schwab transactions are missing in bivio. New ones are there so it doesn't seem to be an ...
I tried Opera, Edge in Internet Explorer mode, Internet Explorer, Firefox (older versions), Chrome and even an old browser emulator. ...
E*Trade Sent from my iPhone > On Mar 27, 2024, at 5:06 PM, Tracy, Molly M via bivio.com <user*40992200001@bivio.com> wrote: ...
I think I was overthinking this with some crossover of personal taxes. Thank you for responding. On Mar 4, 2024, ...
How do you expect Bivio to record theA payment of the withdrawal if yourA bank account is not part of ...
You probably responded to a post on Club Cafe and it automatically signs you up. On Sat, Mar 16, 2024 ...
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Top Club Holdings

AAPL AAPL  64%
AMZN AMZN  55%
MSFT MSFT  45%
V V  31%
NVDA NVDA  29%
GOOGL GOOGL  28%
GOOG GOOG  26%
COST COST  24%
DIS DIS  19%
TSLA TSLA  19%

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Average Portfolio:
$ 257,416

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