Online security
Linkage
Misc
Admin tool
Chase.com
100

Is customers in Business Managed (BMG), Business Government Managed (BGM), Small Business(BOH) and Business Banking (BPL) are eligible for both Hard and Soft Token?


No

Soft Token (Customers in BOH are eligible for soft token only)

SecurID product guide

2 days ago | Article no. 30299

100

When a customer calls in and wants to link their accounts online, what is the criteria? 

  • Customer must be signer on accounts they want to add to main profile
  • Signer name, date of birth (DOB) and Social Security number (SSN)

Combine and link accounts for Chase Online

7 months ago | Article no. 30166



100

What the highest grossing movie of all time?

Avatar

100

What link would you choose to view the customers subscribed alerts?

Pacman tool

100

Where can we direct a customer to on chase.com to see helpful self service videos?

200

What securities does the customer need to have set up before we can raise the wire limit to $500k?

SecureID, IPsecurity and Dual control 

200

When linking business to business. How many digits should both CIS be?

20

Combine and link accounts for Chase Online

7 months ago | Article no. 30166

200

 What gas do plants absorb from the atmosphere?

Carbon dioxide

200

What system do we use to help place a comment when removing a fraud status?

memo maker

200

What is the resource we can use to view an example of chase.com for business. 

go/joedemo

300

If a customer didnt receive their hard token package? How can we locate the FedEX tracking number?

  • Send email to Chase Connect Fulfillment;

SecurID product guide

2 days ago | Article no. 30299

300

If a customer want to linked new personal auto loan to existing Gemini Profile, what are the steps we need to take?

Complete customer combine in CA.

If system failure message displays in CA, complete TBCM case

Customer combine

7 months ago | Article no. 30001

300

What desert is the largest in the world?

Antarctic Desert

300

Where can we see the comments placed in admin tool when removing a fraud status?

View history 

300

What navtool can we use to help a customer raise their wire limit?

Article #41728

Manage Transaction Limits: Increase/Decrease Daily Limits - Business 

400

Customer want his work from home employees to have IP security set up, which level would he be set up under? 

User level


IP security product guide

8 months ago | Article no. 30295

400

Banker informed customer is unable to see managed brokerage account under the business profile? How we make it visible?

We need to make visible under the Personal ECI 

Customize view / customer can't see account online

7 months ago | Article no. 30382


400

What is the term for a word that is similar in meaning to another word?

Synonym

400

Can subuser place stop for Online Bill Pay check? if so, how should proceed?

 Using MMCSR under the signer profile for Bill Pay, we need click on see details of the bill pay to confirm subuser profile id submit the payment.


400

What is another name for an excel file that a customer would download transactions into?

CSV

500

What other service other than dual control can cause pending approvals?

Daily limits for subusers.


Access & Security Manager

8 months ago | Article no. 30075

500

Business LOC is setup online under a 10 digit CIS, what are the steps to set it up? 

Refer customer to banker. Chase.com/meeting

Refer banker back banker support line

Customer need to be listed a guarantor in CA (ssn and dob has to appear in CA)

500

What is the most spoken language in the world?

Mandarin Chinese

500

What activation/identifications can we verbally provide to subuser when they confirmed their security code?

What are types of code: Unrecognized device

What are types of code: Password reset

What are types of code: Transaction Authentication

Process activation / identification code requests

2 days ago | Article no. 30522


500

What resource would you use when a customer needs to download transactions into excel?

Article #41825

PFM / Aggregators: Download Activity (

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