Passwordless
Is there a faster way to get me verified?
What is Passwordless
What is the deadline for me to repaper
What is 90 days advisory & 180 for brokerage
This maybe different for Atria (this was Pru timeframe)
i need to process a third party ach
what is MM 2.0
Need to update F1BN
What is pulling form from RC or CW
Beach, water park, cookout
What is summertime fun
Dynamics shows a GREEN circle
What is pre verified
What beta screen(s) details if an acct needs to be repapered?
What is AIRE & SPAD
My client was charged a fee for NSF, can we do anything about this?
What is write off
GL code 73745100
I have a NIGO for missing date on F1CN
What is need client initial and date to correct NIGO
Movies & popcorn
7pm Friday Netflix and chill
I verified myself already did it not show?
What is call CTM, if the advisor is not showing verified via dynamics
Where do you find repapering request?
What is RTT
My client just passed, and we need to process a death distribution from their ira
what is complex retirement
i have to change my clients statement frequency
what is change under client profile summary in CW
You're at a cookout, and you see potato salad
What is who made the potato salad?
The phone number attached to passwordless is not mine
What is call CTM...if you call ATST they will ask for the phone number and then call over to CTM with you on the back end.
What are the two types of repapering
What is data capture and application required
Data capture: no changes being made, and can be done within the repapering tool
Application: Confirm the acct & client info withing the repapering tool, changes to be made; ie name spelling, dob, address. Client must sign app
My client needs to add ACH instructions on file.
What is MM 1.0
Trust Acct missing documents
What is upload TC
What does this acronym mean
DYHMCDM?
Do you have McDonald's money?
Response to advisor calling in verified?
What is state their name, and they've been verified via PSWLD
This account will not allow me to repaper
What is account is already repapered.
A1 in doca is logged IGO after the conversion, repapering cannot be restarted.
I submitted ach req 4 days ago and it still shows pending
What is MM 2.0 used for ACH setup
My clients address is wrong, can you change it?
What is, I will be willing to show you how to do so in CW.
Actions>edit>address
You're outside playing as a child
What is, dont come back in this house unless you plan on staying inside.