Checks
The Check deposit limit per user for an account which has been opened for less than 180 Days
$10,000
Complete the _________ and _______ _________ fields on the
Name, Account Number
What is the fee for a same day ACH transfer on accounts not qualified for client fee waiver?
$5.00
Also known as Education Savings Account in which has an annual limit of $2000 per beneficiary and once beneficiary turns 18, no contributions are allowed.
Coverdell
Always ___________________________ before submitting the deposit.
endorse the check properly
Verify the account is _____ for Check writing
Coded
ACH is also available for international bank accounts?
False
What is the annual gifting limit per donor on 529 plans in 2026?
$19,000
Give 2 types of non-accepted checks
Currency (cash), Non-negotiable checks, Savings bonds, Credit card / Loan / Line of Credit checks, Post-dated checks, Third-party checks, Checks payable to cash or the financial advisor
The client must provide the initiating institution with one of the following
A voided Money Market / Insured Bank Deposit check, The Client Handout
How many bank accounts can a client add to their profile for ACH use?
Four
What is the WEB article for "How to Select a 529 Plan"
WEB117800
The fee amount when a check is requested to be mailed overnight.
$25
Necessary information included in direct deposit form for an account without check writing.
Routing number, account number, account type, Bank information,
What's the first step to pause/suspend ACH transfer?
Access Banking & Asset Movement
Name one of the 529 Product Partners with Edward Jones
American Fun, Blackrock, Columbia Threadneedle, Franklin Templeton, Hartford, Invesco, MFS, Nuveen, Voya
What is the timeframe for a check hold on an account less than 30 days old.
10 business days.
When establishing a direct deposit, branches may sign the internal Edward Jones form and also an outside Institution form as well.
False : Branches are only allowed to sign the internal Edward Jones form.
If a standard ACH transfer is scheduled on a Friday at 12:30 pm, when will the fund be credited to the account?
Monday
Who is the 529 Product partner for Texas residents?
NorthStar Financial