Categories
This category is used for ACH distributions that do NOT require a form to be signed
Move-Money Level 1
This is the current RMD age.
73.
This is the average amount of time a direct business outreach call would take
45 minutes
This is the place you can view your Teams Cases
Team Queue
The place you can locate tasks you are currently working on
You dedicated admin queue
Rep requested a new account be copied from an existing client
New Accounts - Level 1
True or false; funds are typically taxed upon withdrawal from a retirement account.
True.
This is the turnaround time for a new account to be opened on level 1 category
1 business day
This is the section you can see cases related to a parent task
Related Tab Feature
This section is used as a "To-Do List"
Rep sent over a notification that a form is NIGO
Issue & Resolutions
This is the penalty for most pre-mature retirement distributions
10%
A move money 6k CASH ACH distribution to a link on file will complete within
same business day for cash
You would use this feature to create multiple cases for a project
Child cases for each task
Advisor would like to know what states he is currently licensed in
Advisor Maintenance
This IRS form is generated when making contributions to your IRA account.
Completing a contra firm paperwork request has an SLA of
3 business days
This is how you run a weekly or monthly report for an hourly contract
Reports drop down - Public Reports - Search Your Name - Subscribe
This is where you locate the reporting features of Task It
Reports Tab on drop down / Public Reports
Advisor would like to update the investment objectives on an account
Managed Account Actions
CM111
The turnaround time for a managed account model update is
1 business day
This view shows a progress update of your workday in real time
Dashboard
When communicating to internal employees - you should add a comment in this section
The posts