TOS Desktop
TOS Web & Mobile
Movies
RMD Season
Misc
100
The Account Statement page under the Monitor tab allows you to see a running cash balance in your account(s) for up to this many days.
What is 370 days?
100
If a client wanted to enable Face ID or their finger print on the TOS mobile app (IOS or Android), you would give him these steps after login.
What is Menu button or More -> Settings -> Security Settings -> Enable Biometrics
100
These actors have played Obi-Wan Kenobi in live-action.
Who are Alec Guinness and Ewan McGregor?
100
By what time (EST) must an ONLINE wire be inputted on the final business day of the year in order to meet the RMD deadline?
4 p.m.
100
In 2014, Google partnered with Game Freak and Nintendo as part of an April Fool's Day prank to create a new version of Google Maps populated by small creatures. This prank inspired what massively popular 2016 video game?
Pokemon Go
200
If an advanced trader states they want to build out their own studies and strategies, you can offer this TOS desktop feature as a solution.
What is thinkScript?
200
Clients can make suggestions for improving TOS Web without having to contact us using this feature.
What is the Feedback Tab?
200
In the movie The Matrix, this is Neo's real name.
Who is Thomas Anderson?
200
Can a client satisfy the entirety of their RMD for all of their IRA accounts from a single IRA account?
Yes, RMDs for IRAs can be taken in aggregate. RMDs for other retirement accounts, such as 401Ks or other employer sponsored plans, cannot be satisfied from an IRA. They must be taken under each plan.
200
When a client wants to open a Living Trust account with Schwab, which legal document (apart from the Schwab forms) does a client need to submit?
Title page and all signature pages of the trust document OR a complete Certificate of Trust.
300
This tool enables options traders to see what might have been and back test various strategies to help determine future investments.
What is thinkBack?
300
On TOS Mobile, after selecting a specific option contract, clients can view its Risk Profile here.
What is the Contract/Trade Overview page before Review Trade?
300
This fictional African country was the backdrop for the movie Black Panther.
What is Wakanda?
300
What is the maximum QCD for a 2024 RMD?
$105,000.00
300
Who do we call for clients wanting to order checks for their Pledged Asset Line account(s)?
The Lending Solutions Team (LST): 800-838-6573
Hours: Monday - Friday: 8:30 am - 7:00 pm ET
400
To find stocks with listed options, you would direct clients to this filter under the Stock Hacker.
What is All Optionable?
Steps: Add a Stock filter -> Select Scan in -> Select Category -> All Optionable
400
If a client wants to change their Forex order defaults in TOS Web, you would direct them through these steps.
What is Profile -> Order Defaults -> Forex -> Save
400
Katniss and Peeta attempt to poison themselves with this in The Hunger Games.
What is Nightlock?
400
If a client missed their RMD but wants information for correcting it, what IRS form can you direct them to?
Form 5329. A letter of explanation justifying the delay will also be required.
400
Where is the only tropical rainforest in the United States located?
Puerto Rico
500
BONUS for 1000 points! If a client is looking at a stock on the Charts tab and wants to insert a Fibonacci ABCD pattern with a length of 50 to 500 in both directions, you would walk them through these steps.
What is Patterns -> Select Fibonacci -> Select ABCD -> Click Add selected -> Click on the Gear Icon to customize the pattern -> Pattern Length 50 to 500 (default is both directions) -> Apply -> OK
500
If a client wants to do an Iron Condor on TOS Web, have them follow these steps.
What is Find a Symbol -> Options Chain -> Iron Condor?
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500
Tony Stark’s AI assistant in the Iron Man suits is known as this.
What is J.A.R.V.I.S.?
500
Can we verbally process an RMD from a Qualified Plan?
No (learned that the hard way!). RMDs cannot be taken verbally. Clients must submit the Qualified Retirement Plan (QRP)/Keogh or Individual 401 (k) Required Minimum Distribution Request Form.
500
If a client calls asking whether the TD Bank money laundering case impacts Schwab at all, what is the correct answer?
No. TD Bank's actions do not involve or affect Schwab.
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