Product Knowledge
Can you apply for a TD Direct Investing account online?
Yes!
Cash Account/Margin Account/Self-Directed RSP/Tax-Free Savings Account
"The Great One"
Wayne Gretzky
Can we order cheques for a customer?
Nope! We have 'Core - Cancel or Change Cheque Order (Secured Message)'
Cx can order through EW / EW Digital Messaging / Calling EasyLine / Through the branch
The directors of which movie wrote a new language, that the minions speak throughout the movie?
Despicable Me
Can we make a bill payment for a customer?
Yes!
EBP - Make Bill Payment
This procedure can be used for Omni Secure Message and Digital Messaging
What document can customers reference to obtain our personal account fees?
About our accounts and related services
https://www.tdcanadatrust.com/document/PDF/accounts/513796.pdf
Known for the TV show, The Nature of Things
Dr. David Suzuki
Can we close a ULOC for a customer via secured messaging?
Yes!
LOC - Close ULOC or SLOC (Secured Message)
After which movie did the sale of pet rats increase rapidly?
Ratatouille
Can we add a TDCT service plan discount to staff TD credit cards?
Absolutely!
Credit Card - Update TD Employee Credit Card Service Plan or Employee Pricing (Secured Message)
What is a FRAO and what does FRAO stand for?
Fixed Rate Advantage Option (FRAO) / FRAO means you can convert all or a portion of your outstanding HELOC/FlexLine/ULOC balance to a fixed interest rate with fixed payments for a specific term.
The first person born in the '80s to have been nominated for the Best Actor Oscar?
Ryan Gosling
Are we able to set up a PTS (Pre-Authorized Transfer Service)?
Yes!
Core – Set Up/Change/Delete Pre-Authorized Transfer Service (PTS) (Secured Message)
For which movie did Tim Burton train 40 squirrels to crack nuts for, rather than use CGI?
Charlie And The Chocolate Factory
Can we complete a lump sum payment or regular payment to a personal loan?
Heck yes!
Loan - Lump Sum Payment or Regular Payment
This procedure can be used for Omni Secure Message and Digital Messaging
How can a customer find their TFSA contribution room information?
Through the CRA!
Released a David Bowie "Space Odyssey" video in zero gravity.
Chris Hadfield
Do we have the ability to view an image of a cheque in real time deposited to a personal account?
Yes! Through WebIR
Procedure - Core - Retrieve Cheque Image
Which movie is the most death-packed film ever made with an average of five people dying every minute?
300
Can we update a personal customers Gender Identity?
Yes!
CIF - Update Customer Information (including Name, Gender Identity, Address, Email, Phone Number and Employment Information) (Secured Message)
What is a Mutual Fund?
A mutual fund is a type of investment vehicle where the money collected from various investors is pooled together to invest in different assets including bonds, stocks, and/or money market investments.
"Old Man" and "Heart of Gold"
Neil Young
Can we close a business CC for a business customer?
Nope!
Refer Business Credit Card customers to the Small Business Advice Centre
Which movie has a Starbucks cup in every single scene in the movie?
Fight Club
Can we reset the PIN mismatch count on an Access Card?
Yes!
Step 9 of Access Card - Declined Transaction Troubleshooting
This procedure can be used for Omni Secure Message and Digital Messaging