Pershing
What program/website is used to download client statements from Pershing?
What is NetX?
The form required to link a bank account to an NFS IRA.
The process of submitting paperwork to Cambridge.
What is webcapture?
The OA team that can print & mail paperwork for you.
The OA Reception team
The email address you use to log into KCU.
What is your firstname.lastname email address?
The form needed to add beneficiaries to an Individual account.
What is the Individual Transfer on Death Account Agreement form?
The most commonly used prefix for NFS commission accounts.
What is B9F?
Where to find a sponsor company's DTC number.
What is the Contrafirm Awareness table?
The names of all the supervisors and team leads in OA.
Who are Sarah, Becca, Kyle, Caitlyn, Hunter, Monica, and Shawn?
The name of the bull in front of Building 1's main doors.
What is Wally?
The prefix used for all Pershing UMA accounts.
What is AAP?
The signature date on an NFS IRA Application is good for this many days.
What is 90 days?
The process of changing an established account from one platform to another.
What is a prefix change?
He is the vice president of Source.
Who is Chad George?
The tab on cir2.com where you can find CLIC training videos.
What is the News & Events tab? (Technology training)
What are standing ACH instructions and standing tax instructions?
The form used to establish, add, or change trustee information on an NFS Trust account.
What is the Trustee Certification of Investment Powers form (TCIP)?
This is the type of account that must be established when the owner of an Individual account passes away.
What is an estate account?
The OA purpose statement.
What is, "To make a difference in the lives of the financial professionals we serve and their clients."
The length of time an invite link to CIR Statements is valid for.
What is 24 hours?
These are the three plan names offered by Pershing for 529 accounts.
What are CollegeAmerica (AMF), John Hancock Freedom 529, and Tomorrow's Scholar 529 (Voya)?
This form is used to transfer assets held at NFS through another broker-dealer to a Cambridge NFS account.
What is the NFS to NFS transfer form?
On a Roth Guardian IRA, this must be listed as the only beneficiary.
What is the minor's estate?
The number of tiers on the Resource Team (not including sub-tiers).
What is 4?
The year Cambridge was founded.
What is 1981?