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Guess who Roulette
100

The highest level of security at Vanguard

What is Voice Verification

100

It is the number of security questions the client will have when they are lite registered 

What is one


100

This journey will handle a 401k rollover from Fidelity to Vanguard. (Bre's old journey)

What is Onboarding (now SSO)

100

This process involves adding two small amounts to the client's bank account as a means of verification.

What is the micro-deposit process?

100

This is the name of the coach who took calls for the class the most.

Who is Alex (Ferdinand) ?

200

The article you can use to see if a given answer is an acceptable one is

What is Good judgement 

200

It is another way to say Two factor authentication

What are security codes 

200

The client calls in about their 401K held at Vanguard. This department will assist them.

What is Participant Services?

200

This is the length of time that the client must wait during the bank verification hold.

What is 7-10 days?
200

This is the name of our Training Admin.

Who is Thomissa (Burchfield)?

300

The number of ASQs that must be answered

What is 2


300

It is the way client can receive a security code

What is by text or by phone call

300

This department is responsible for any money movement due to death or divorce

What is Change of Ownership (Now SSO)?

300

This is the length of time that a NEW client must wait before they can add a second bank account. 

What is 30 days?

300

This is the name of the security guard who pass every morning. (Bald occasionally wearing glasses)

Who is Howard?

400

It is the secret password created by the client ONLY for when they call in

What is enhanced security password

400

It the form used in the event the client cannot pass any security questions in order to reset their password 

What is the Restore Account Access Form

400

This department is responsible for assisting clients in explaining how buy stocks using Margin.

What is Investments?

400
This is the process that you have to use in order to add a bank account for an organization.

What is the Electronic Bank Transfer Form? (or will also accept EBT form)

400

This is the area that Vanguard is moving to next year.

What is University area?

500

The four ASQs

What is date of birth, email address, account number, and address of record


500

It is the minimum length of a temporary password

What is 6 characters

500

This department is repsonsible for handling excess contributions and recharacterizations.

What is retirement?

500

This is the type of agent who can add a new bank account on behalf of the owner.

What is Full agent authorization OR ACIP?

500

These are the names of the two other trainers who visited Bre last week during class.

Who is Victor and Kyla?

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