Investment Clubs

Frequently asked questions regarding investment clubs, including how to start an investment club, how to find investment club software, where to find help with your investment club transactions and how to manage your investment club membership with BetterInvesting.

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What is an investment club?

What are the advantages of an investment club?

How do I start an investment club?

How do I get an EIN number or Tax Id Number for the Club?

Where can I get a sample partnership agreement?

Why do clubs need a contact person listed for the investment club?

How do I change the club contact for the group?

How do I replace a member that exists on the club roster?

Where can I get help with investment club accounting transactions?

What does the Fidelity Bond Insurance cover/include?

How much does Fidelity Bond coverage cost?

When do we need to pay for the Fidelity Bond insurance?

Where can I find the Investment Club Annual Verification Report?

Where can I get another copy of the General Liability Insurance?

How do I find an existing investment club to join?

How can my investment club find new members?

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