Client Relations
The first action to take before assisting a verified client when calling into Client Relations (when the caller is not complaining).
What is Proactive Branch Transfer (PBT)?
This is a common error for Secure Document Exchange (SDX).
What is a phone number having an extension?
These social media sites are part of the social media program.
What is Facebook and Linked in?
This is the URL / web address clients use to verify their email address.
What is edwardjones.com/verify?
These shares were purchased before firms were required to track and report cost basis to the IRS.
What are non-covered shares?
A client whose branch number shows 07200
What is an Edward Jones Essentials (EJE) client?
These are a common reasons why auth fail happens.
What a are "not enough public records" and "just turned 18 recently"
A tool that can send emails out for a future date.
What is Distributed Marketing?
These are two account restrictions that will not allow a client to log in to Online Access (OA).
What are MAIL and WARN restrictions?
These account types are have the same theme when it comes to cost basis eligibility: 529s, IRAs, annuities, and employer plans.
What are examples of account types that are cost basis ineligible?
Former clients who cannot be verified, but need account documents can take this action.
What is submit a request to Enterprise Document Solutions?
This is the third party we use for e-sign check ID questions.
What is Lexus Nexus?
The current tool Compliance uses for seminar approvals.
What is Red Oak?
Clients go to this area in Online Access (OA) to add their checking account for the purpose of transferring funds.
What is Banking -> Manage Accounts page path?
These shares are generally taxed at 0%, 15%, or 20%, depending on the client's ordinary income tax bracket.
What are long-term capital gain shares?
A letter that is sent to clients from the home office after certain transactions have occurred requiring no response unless action is necessary.
What is a Negative Confirmation letter?
These are the three ways to enroll a client in texting.
What is text "Connect" to 31268, edwardjones.com/text, and enroll via Online Access (OA).
Can be used to provide a current list of CD holders.
What is RANKBONDS?
This includes the Budget Block, the Cash Flow Analysis Block, the Expense Analysis Block and the Transaction Block
What is the Spending & Budgeting Tool?
This screen can reveal whether a mutual fund transferred in with an average cost per unit.
What is the Edit Cost Basis screen?
The VR report, CHM935#A, will help you find an account number with this information.
What is the check number?
This is the WEBID you can find the differences between Secure Document Exchange (SDX), Secure Message Center (SMC), and sharing documents.
What is WEB6004238?
There are this many templates part of the Carefull campaign in Distributed Marketing.
What is three?
These are the two email addresses you must notify in the event of Bill Pay fraud.
What are CMO-Risk@edwardjones.com and Fraud.Ops.ACH.Check@bny.com?
Interest from a covered tax-exempt bond purchased at a premium is reported on this tax form.
What is Form 1099-INT?