FLOW
360 Products
Credit Cards
Small Business
Money & Life
100
Ambassador Jorge approaches a customer and says, "Hi my name is Jorge, what brings you in today?"
Based on the scenario above, which pillar of FLOW is being demonstrated?
First impression
100
True or False:
The daily Zelle limit on a 360 checking account is $3,000. The monthly Zelle limit is $12,500.
True
100
Fill in the blank:
All Capital One Credit Cards, including the Capital One Debit Card, do not have ____ _____ ____ when traveling and making purchases outside the US.
Answer: Foreign Transaction Fees
100
True or False:
Small Business Debit Cards have a Daily ATM withdrawal limit of $2,010 and can be temporarily increased up-to $10,000
True;
For Small Business Debit Card in the Discover Network have a Daily ATM withdrawal limit of $2,010 and can be temporarily increased up-to $10,000.
100
Fill in the blank:
Money & Life is available to ______ and ______ over the age of 18.
Answer:
Capital One Customers and Non-Customer
200
Fill in the black:
You can add a joint holder to a 360 Checking and/or Performance Savings as long as they have a ______ or an _______.
Answer: Social Security Number/SSN or an Individual Taxpayer Identification Number/ITIN
Answer explained:
Communication from "The Feed" July 15th, 2026.
Joint account holder eligibility
Heads up: Customers with an Individual Taxpayer Identification Number (ITIN) can be added as a joint account holder to a consumer checking or savings account, as long as they identify as a US resident.
How to help: Review the updated guidance on 
adding a co-owner to a consumer account. If a customer asks how to add an ITIN holder to their account, advise them to make sure the joint holder’s country of residence is listed as the US.
200
True or False:
You can earn 8% cash back through the Capital One Entertainment portal using your QuickSilver Credit Card.
False; Savor/SavorOne
QuickSilver - You will earn 5% cash back on Capital One Entertainment purchases.
200
True or False:
Money and Life Mentors are Financial Advisors.
Answer: False; Money & Life Mentors are NOT Financial Advisors.
300
True or False:
Small Business Debit Cards are auto shipped to the customer after account opening.
True;
Email June 17th. 2026
Auto shipping SBB debit cards for DAO accounts
Great news: Eligible new and existing customers may now qualify for auto shipped debit cards via Small Business Digital Account Opening (DAO.) The account booking email sent to the customer advises if a manual debit card order is required or not.
Follow up: Not all customers are eligible for auto shipping. The account booking email sent to the customer will advise if they should order a debit card via self-service in EASE, in a Branch by an associate, or by calling the SB Contact Center at 888‑755‑2172.
300
Money & Life provides 3 free sessions online on a virtual call using Zoom or in-person at the Cafe.
What are the topics covered in each session in order?
Answer:
1) Getting Clarity
2) Removing Road Blocks
3) Building a Plan
(Answer is found in the disclosure or DTA that is shared during session 1 and on the CO website when booking with a mentor)