New Accounts
A new account can be reflected in Addepar after this happens.
What is once the assets and cost basis are received and reconciled by the CSA?
This the the one item absolutely necessary to initiate the death of a client process.
This dessert is a favorite of Hasti's and is a guaranteed way to make her day.
What is cheesecake?
This is the one document that is absolutely necessary for all ACATs.
What is an account statement dated within 90 days?
This is the number of days that Charles Schwab takes to set up a new account.
What is up to 2 business days?
This is how frequently SIOs need to be updated.
What is 2 years?
This is the number of people who are able to legally sit in Griffin's vehicle.
What are 7 people?
Generally, this is the amount of time that Charles Schwab takes to process an ACAT.
What is 7 business days?
What is a signed SIO and contract?
The deadline to make year-end grants in 2024.
What is November 15th?
This is the number of children that Stacy has.
The contra firm can only communicate with this one individual in order to liquidate non-transferable assets.
Who is the account owner?
The 50+ fields of relevant client data is manually entered into Addepar and Salentica by this individual.
Who is the CSA?
This is the value a DAF must have in order to be managed by Brockenbrough.
What is $100,000?
Trick Question! Matt is colorblind.
How long does it take for the contra firm to validate an ACAT?
What is 3 business days?