2:30 eastern
Bonus question: Why? 300 points
Yes
Because she did not submit a form to actually set up the Moneylink profile on the fee account
Bonus 1) Moneylink form
Bonus 2) Auth agent on the fee account
An LOA on company letterhead requesting to link the fee account to the master and signed & dated by the principle
More tab>Upload Files >View Upload History –
Move Money Solutions Management Fees
Master account number
File ID
Management Fee LOA
Bonus 1) any agent listed on the fee account
Bonus 2) yes
If a decedent’s estate qualifies as a small estate, the authorized heirs can claim the decedent’s assets without court administration by moving the funds into an account (new or already existing) once they have provided the Small Estate Affidavit.
Where can an IA sign up for AODS?
Account management page AODS hyperlink