myICLUB.com: Take Your Investment Club Accounting Online

About myICLUB.com

"I truly enjoy the online accounting system at myICLUB.com --
especially as the Treasurer of our club."
--Beth H.

myICLUB.com 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 U.S.
• 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 permissions system.
• BrokerSync to import data each month from TD Ameritrade, Charles Schwab, Interactive Brokers, E*Trade, Fidelity, or Siebert brokerage accounts. (See special offer for BetterInvesting member clubs from Siebert.)
• 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 indexes.
• Pre-filled Stock Watcher Reports provide a framework for management of companies in the club portfolio.
• Industry-standard TLS 2.1 encryption for security.
• 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 myICLUB.com Club Tax 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 websites.
• 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

Sign 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.

System Requirements

You can access myICLUB.com from any computer or tablet with an Internet connection. Supported operating systems include Windows, Macintosh, Linux and others.