Account Type
A type of account that is primarily used for personal investing and savings in which funds are invested after tax dollars and not subject to any specific tax treatment
Non-Retirement Account
A tool is utilized to locate information, and process of products and services with EJ.
JonesLink
What is the international wire fee?
$100
BAM
Banking and Assets Movement
A type of account is used for investing funds until retirement income is needed.
Retirement Account
A tool is used for multiple purposes such as taking calls, and locate accounts for clients.
Salesforce
International wires do have a minimum dollar amount required in order to be processed.
False
LOA
Letter of Authorization (LOA)
Three types of non-retirement accounts.
Individual/Single, Joint, and Individual 529
The most updated system can be used for check deposit and check issuance.
BAM
How many days for an account to be opened to be eligible for international wire transfer?
30 days
SEP
Simple Employee Pension
A non retireemnt account that is specfically used for educational savings and planing purposes?
529 Account
Another name for Communication System
ADOT/Green Screen
A required document for all international transfers
Letter of Authorization (LOA)
NAV
Net Asset Value