Disbursements
NetX360
New Account Opening
Investments 101
Who's Who
100
The resource that outlines which documents you need for a disbursement
Disbursement Quick Card
100
The acronym IFA stands for these 3 words
Items For Attention
100
A document outlining the fees and services associated with account management
Investment Management Agreement (IMA)
100
A security representing ownership in a corporation
Stock
100
The founder of First Republic Bank is...
Jim Herbert
200
The document that verifies disbursement instructions, as well as client identity.
Client Verification Form (CV)
200
The left panel tile where information about the account owners and participants lives
Profile
200
A document outlining a client's investment objectives for the purposes of appropriately allocating a managed account
Investment Policy Statement
200
A security representing the ownership of debt in a corporation
Bond
200
What state is the founder of First Republic Bank from?
Ohio
300
The document required for outgoing money movements from an IRA
IRA Distribution Form
300
The left hand panel tile that houses information about open orders and trades executed that day
Order/Trade Status
300
The internal website that houses guides, resources and forms for Client Service Associates
PWM Resources
300
A product consisting of many different security types, often times adhering to a specific investment objective, and is redeemed once daily at market close.
Mutual Fund
300
This person is an Executive Vice President on the Private Wealth Management Senior Management team 
Susie Cranston
400
The person who attests to the contents of a CV
The CSA
400
The left hand panel tile where one would determine real time cash availability
Balances
400
The document one can use as a guide when collecting client information for the purposes of opening new accounts.
Client Profile Packet (CPP)
400
An arrangement where a person holds property as its owner for the good of one or more beneficiaries
Trust
400
This person is the National Head of Client Service & Transition Management
Georgeanna Wingate
500
Where disbursement forms are uploaded
NetX360 Imaged Documents
500
The search feature to use when searching with a Tax Identification Number
Advanced Search
500
The firm-wide archive housing all client correspondence, contra statements, account opening documents etc.
H Drive
500
An account where upon the death of one owner, the remaining owner would assume full ownership of the accounts’ assets
Joint Tenants With Rights of Survivorship
500
This person is President of Private Wealth Management of First Republic Bank. 
Bob Thornton