Asset Movement
When closing an account via ACH, the request can be placed after cutoff and scheduled for the next business day.
True
The first Mickey Mouse film from 1928 entered the public domain in 2024. What is the name of that movie?
Steamboat Willie
How do you set up a beneficiary on a joint account?
What is Account Maintenance>Other>TOD
What English Rockstar wrote the soundtrack for Tarzan (1999)?
Who is Phil Collins?
Where would you find a list of all account types and their signature requirements?
What is AdviceWorks>How To Tray>Account Opening Overview.
The cutoff time for an ACH and/or wire transaction processed in AdviceWorks is 2:45 pm EST. True or False?
False
Who is the first person to die in A Nightmare on Elm Street?
Tina Gray
What is the next step after entering a death notice for a client?
Place a block on the accounts.
Beyonce's Renaissance is the first part of a three-act project. What is the second act called?
What is Cowboy Carter?
What is the difference between opening a Brokerage and an Advisory Account?
What is "Add Account" and "Import Proposal.
Which type of periodic request requires standing instructions to be previously existing?
What are periodic contributions?
What 1990 movie starred Patrick Swayze and Whoopi Goldberg?
Ghost
What process is used in AdviceWorks to step-up Cost basis due to death?
What is Account Maintenance>Cost basis
What is the real name of rapper Eminem?
Who is Marshall Bruce Mathers III
What is the path for addressing a NIGO on an AdviceWorks request?
AdviceWorks>Apps>Status Summary
What is the fee for a wire transaction in Adviceworks? And, who can pay it?
What is 25.00 and client or Advisor
Who was the voice of Mushu in the movie Mulan?
Who is Eddie Murphy?
What path would you follow to submit an LOI through AdviceWorks?
What is client contact record>Account Maintenance>Other>LOI
What is the best-selling album of all time?
What is Michael Jackson's Thriller
When moving an account from Brokerage to Advisory, we would be required to request all standing and/or periodic instructions once the Advisory Account is opened.
False, we would use the conversion form during the Account Opening process.
What are the distribution payment methods available for a One Time Distribution in AdviceWorks?
What are ACH, Wire and Check
What breakfast food does Donkey want to make with Shrek in the movie Shrek?
What are waffles?
To close and account for a client, we would go to Account Maintenance>Close Account.
Only if there is a zero balance.
Who is often referred to as the "Queen of Rock"?
Tina Turner
What would need to be different for two clients using the same email address and cell phone number for eSignature, in the same AdviceWorks request?
What is multi-authentication method.