15 Reasons Your Investment Club Should Switch to myICLUB.com

When you switch to myICLUB.com, your private club website includes complete tools for investment club accounting and recordkeeping, as well as for many other club operation needs. Here are 15 features you won't find in any other online or desktop software for investment clubs:

  1. e-File your club's Federal partnership tax returns with the myICLUB.com Club Federal Tax Printer, saving you money, paper and printer ink, postage, and -- most importantly -- the treasurer's time.
  2. Online Voting tools provide a means to conduct votes in between meetings to take advantage of opportunities or deal with problems.
  3. The Member Withdrawal Scenario Calculator provides the best routes for fulfilling full and partial member withdrawals with the right mix of stocks and cash to benefit both the club and the member -- so you avoid using the wrong withdrawal methods and pay extra taxes.
  4. With the myICLUB.com Club State Tax Printer, you can file returns with 15 different states that require partnership returns. e-Filing is available for a growing number of states, as well!
  5. Link your club Portfolio Reports to members' Stock Selection Guides prepared using BetterInvesting Online Tools.
  6. Automatically-updated Portfolio Reports provide insight into the diversification of your club's holdings, by company size, industry, sector, and even super sector.
  7. Monthly webinars with investment club experts Doug Gerlach (president of ICLUBcentral Inc. and author of "Investment Clubs for Dummies"), Russell Malley, and Sean Pulrang educate your club treasurer and members on best practices for club operations and accounting.
  8. Make charitable donations of appreciated stock to qualifying non-profit organizations, gaining a tax deduction that passes through to members. myICLUB.com is the only online tool that supports charitable donations of securities.
  9. Automatically-updated Stock Watcher Reports help you monitor your holdings and identify problems with stocks before they tank your portfolio.
  10. Need help? Integrated help on each page provides access to descriptions of terms and explanations of concepts throughout the entire website. Concise e-Books are also available for free in each club's File Storage to help new members and new treasurers get on board quickly.
  11. More than 45 reports and graphs -- more than any other club accounting tool -- are all available in print and pre-formatted PDF files and provide access to terrific portfolio intelligence.
  12. No limit on the number of annual transactions that can be entered or members that can be added to your investment club.
  13. Two-factor (2FA) authentication for members and treasurers adds an additional level of online security to account logins.
  14. Custom calendar of club events can be integrated with member's Google, Apple, or Outlook calendars.
  15. Export any member, cash, portfolio, or securities report or graph as a PDF file for ease of sharing or saving.

Bivio users, see this comparison to learn how myICLUB.com stacks up to your current tool!

myICLUB.com also comes with these standard features as part of your subscription:

  • With both automatic and manual online backups, your data is always stored securely in the cloud.
  • It couldn't be easier to change treasurers -- just switch permissions to the new treasurer. You can even have an assistant or co-treasurer learning the ropes as you go. No need to install software or import/export data files.
  • No additional charges for co-treasurers -- your annual subscription covers it all. And multi-year subscriptions allow you to lock in rates for extended periods. You can even create custom email lists for selected members or officers.
  • Message boards and email lists are integrated in your club website, helping members to communicate and automatically archiving those discussions for posterity.
  • Your club's private file storage provides a source for storing important club documents, such as financial statements, stock studies, meeting minutes, and more.

Isn't it time your club switched to myICLUB.com? Switch to myICLUB.com today, or set up your free no-obligation trial!