Can you authenticate me
The highest level of security at Vanguard
What is Voice Verification
It is the number of security questions the client will have when they are lite registered
What is one
This journey will handle a 401k rollover from Fidelity to Vanguard. (Bre's old journey)
What is Onboarding (now SSO)
This process involves adding two small amounts to the client's bank account as a means of verification.
What is the micro-deposit process?
This is the name of the coach who took calls for the class the most.
Who is Alex (Ferdinand) ?
The article you can use to see if a given answer is an acceptable one is
What is Good judgement
It is another way to say Two factor authentication
What are security codes
The client calls in about their 401K held at Vanguard. This department will assist them.
What is Participant Services?
This is the length of time that the client must wait during the bank verification hold.
This is the name of our Training Admin.
Who is Thomissa (Burchfield)?
The number of ASQs that must be answered
What is 2
It is the way client can receive a security code
What is by text or by phone call
This department is responsible for any money movement due to death or divorce
What is Change of Ownership (Now SSO)?
This is the length of time that a NEW client must wait before they can add a second bank account.
What is 30 days?
This is the name of the security guard who pass every morning. (Bald occasionally wearing glasses)
Who is Howard?
It is the secret password created by the client ONLY for when they call in
What is enhanced security password
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
This department is responsible for assisting clients in explaining how buy stocks using Margin.
What is Investments?
What is the Electronic Bank Transfer Form? (or will also accept EBT form)
This is the area that Vanguard is moving to next year.
What is University area?
The four ASQs
What is date of birth, email address, account number, and address of record
It is the minimum length of a temporary password
What is 6 characters
This department is repsonsible for handling excess contributions and recharacterizations.
What is retirement?
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?
These are the names of the two other trainers who visited Bre last week during class.
Who is Victor and Kyla?