Fees
This is what the acronym "LOA" stands for.
What is Letter of Authorization?
This is the time it takes for money going out of ACH on Demand to the clients bank.
What is 1 business day?
This is when a client doesn't have enough cash available to complete an ACH money transfer, this is the pending reason we will see.
What is "Insufficient Funds"?
This is the screen in our Communication Program where we can see a list of all of the owners of the account.
What is the "LHLD" (Listholders) screen?
This is what the acronym "ACH" means.
These are all the people we need to sign the LOA.
Who are the Edward Jones account owners and all bank owners.
This is the deadline for an ACH to be approved for same day delivery.
What is 11am CST?
This is the pending reason you would see when a money transfer was scheduled to go out in the future.
What is "Future Request Date"?
This is the command to type in when you want to see a high level overview of the account details, including the date when the account was opened.
What is "GA,ACCT#"?
This is where we can go, in the account, to reprint or resend an LOA for the Client.
What is "TASC - Transactions and Services Center" in the F2 menu?
These are the three ways we can deliver an LOA to a client for signatures.
What is in person, via fax or online access if applicable?
This is the per day maximum amount a branch can enter for money coming into Edward Jones.
What is $100,000.
This is the department we would transfer a caller to when the money transfer was pending "Registration Not the Same".
Who is Customer Loans?
This is what the acronym "AMAR" means.
What is "Add Manual ACH Request"?
When I go to my "My Desktop" toolbar, this is the link I click to get to the screen to be able to approve ACH on Demand profiles.
When the account type is a trust, we need all the signatures of these people.
Who are all trustees on the trust?
This is the term we use to turn off the ability for funds to either come into Edward Jones or to go out of Edward Jones.
What is flipping the flag?
This pending reason is when a security (or securities) in the account require additional review before approval.
What is "Bad Delivery"?
This is the command we would tell a branch to use to see a list of all out going money out of an account for the last 60 days.
What is "LCRU"?
This is how and whom I contact when I need to get a flag flipped in an account.
What is Instant Message the Seniors from the Daily Calendar?
This is the person a client has legally designated to be able to sign legal documents for them if they are unable to do so.
Who is Power of Attorney (POA)?
This is the amount of time we tell branches it takes for a client to request money to come into Edward Jones, even though it might take less time.
What is 2 business days?
When the account is an IRA, this is status message you might see if the branch is sending out the total cash balance of the account.
What is "Balance Brought Below Limit"?
This is the screen we would check to see if the client has completed their Account Authorization forms and it's been approved by Account Services.
What is the "GA" (Get Account) Screen?
This is the largest amount an Associate is able to approve on their own.
What is $100,000?