myICLUB.com: Take Your Investment Club Accounting Online
"I truly enjoy the online accounting
system at myICLUB.com --
especially as the Treasurer of our club."
is the accounting and club management platform of choice for the
majority of U.S. investment clubs. myICLUB.com offers a robust and
comprehensive partnership accounting engine, along with a growing suite of
tools for portfolio management and club operations. Check out this list of
features, many of which are not available in any other
investment club accounting tool:
- Wholly private, personalized website
for your investment club.
- The only investment club tool endorsed by BetterInvesting, the national non-profit investor
education organization and primary supporter of investment clubs in the
- Full investment club accounting using the unit value system.
Transactions are viewable by all members, but editable only by the
treasurer or other authorized officers.
- No limits to the number of members or number of
transactions in a club.
- Easy to change treasurers with no additional charges, software,
or data to transfer -- the club administrator simply changes user
permissions for the new and retiring treasurers.
- Support for backup, assistant or co-treasurers using the user
- BrokerSync to import data each month from TD Ameritrade, Charles Schwab, Interactive Brokers, E*Trade, or Fidelity brokerage accounts.
- Support for charitable contributions from the
investment club portfolio, including transferring security shares to
avoid capital gains taxes.
- Unique 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.
- 45+ detailed reports and graphs, more than any other investment
club tool, and each viewable by any registered club member.
- All reports and graphs provided in printable form as well as as
downloadable PDF reports for archiving or sharing.
- All reports and graphs can be immediately shared with members via an
integrated email function. No more printing or copying reports for
club meetings -- members can print their own copies.
- Portfolio performance reports provide insight into how well the
club portfolio is performing compared to the overall market and major
- Pre-filled Stock Watcher Reports provide a framework for
management of companies in the club portfolio.
- Industry-standard TLS 2.1 encryption for
- Multiple levels of access for officers, members, and guests --
guests can be invited to the club website with limited access to
transactions and reports during their evaluation period.
- Club Watch List to manage ideas for your club
portfolio or host a friendly competition amongst club members.
- Online voting tools allow ballots to be shared and tallied in
between meetings, or for regular voting for online-only clubs. Ballots
are archived for the club's records.
- Federal and State club tax return preparation using the ICLUBcentral
Tax Printer software (additional purchase required). IRS
e-Filing now available as well!
- End-of-day and historical security prices to update monthly
valuations and help you track your portfolio's performance.
- 500 Mb file storage area for sharing stock studies and SSG
files, meeting agendas and minutes, club bylaws and partnership
agreement, pictures, and more. Easy "file takeout" feature lets you
download all club files in a single ZIP file for local backup.
- Automatic and manual backups of all club accounting
transactions to protect your data.
- Email-compatible private and customizable club message boards
for club announcements, discussions, and other club business.
- Club calendar to schedule meetings, add deadlines, and keep
track of club activities.
- Unlimited customer support via toll-free
telephone and online.
- Integrated help on each myICLUB.com page provides
access to descriptions of terms and explanations of concepts throughout
the entire website.
- Support for transferring club accounting data from other online club accounting
- Free monthly webinars with investment club expert
Doug Gerlach (president of ICLUBcentral and author of Investment
Clubs for Dummies) educate your club treasurer and members on
best practices for club operations and accounting.
Sign Up Today
up for your new club website at myICLUB.com, and enjoy the
trial version free for 45 days with a new
investment club. After your trial expires, you can renew with a yearly
subscription, or save even more with a two-year subscription.
If you’re a user of another investment club accounting program such as Bivio, our Club Concierge program can help you switch to myICLUB.com. We’ll do the heavy lifting to convert your data and get your club website up and running, with priority customer service. Switch to myICLUB.com today.
You can access myICLUB.com
from any computer or tablet with an Internet connection. Supported
operating systems include Windows, Macintosh, Linux and others.