Client Questions
The tab on the website for clients to make money transfers.
What is Move Money?
Jumpword for department names and numbers.
What is Department Express or DXP?
What SD stands for.
What is Service Desktop?
The name for IRA to Roth transfer.
What is a Roth conversion?
The standard amount of time ACH transfers take for funds to settle.
What takes 3 business days?
Where clients can submit forms on the website.
What is the Message Center?
Jumpword for fee reversals.
What is CSG or CSGFee Reversal?
What RMD stands for.
What is Required Minimum Distribution?
The four types of transfer clients can initiate on Schwab.com.
What are wires, ACH, checks, and journals?
Where reps can monitor current and past client cases.
What is MyQ?
Schwab's guarantee if client incurs charges during incoming transfer of assets from the sending firm.
What is a fee reversal?
Jumpword to complete any mandatory trainings.
What is MyTraining?
What SWVXX stands for.
What is the Schwab Prime Advantage Money Fund?
The initiating side for a 401k rollover.
What is the sending institution?
Where clients can adjust their tax withholdings.
What is the Tax Withholding Elections tab?
Where clients can view their Required Minimum Distribution amount.
What are Account Statements or the RMD center?
Jumpword for alerting Schwab of external accounts you hold.
What is ComplianceOne?
What GADS stands for.
What is Goal, Actionable Plan, Deliverable, and Support?
The name of a transfer from a transfer agent.
What is a DRS transfer?
What clients need for Move Money reps to send wires.
What is a signed letter of authorization?
Where clients can find specific securities that fit certain criteria they specify.
What is the Stock/ETF/Mutual Fund Screener?
Jumpword for Wire and Check investigations.
What is MMS Research?
What does CS&S stands for.
What is Client Service and Support?
What a client does if they have either overcontributed to a retirement account or change the contribution they made to an account.
What is a Removal of Excess/Recharacterization form?