Account Maintenance
What is aip, awp, aes?
This is the lowest form of phone security.
What are ASQ's?
Acip stands for this.
What is Agent Certification for Incapacitated Person.
This is what BPM stands for.
What is Business Process Management ?
This the account platform that can be closed.
What is VBA?
The minimum and maximum for an AIP.
What is 1 and 10,000,000 ?
This system of authentication was retired in dec of 2019.
What is KBA?
True or False: A power of attorney may be acceptable for an attorney in fact to complete a one time monetary or clerical transaction or information request for a client by mail.
What is true?
This is the system BPM hopes to replace.
What is AWD?
This is what needs to be submitted for a TA account to be added to a "Purge List."
What is a RePair Ticket?
What is a w-8?
The company of the security keys we support at vanguard.
What is Yubico?
The number of days we tell a client that the physicians certification of incapacity must be dated within for vanguard to accept it.
What is 30 days?
This is the year BPM hopes to replace AWD.
What is 2023?
This is the name of the link in account maintenance to adjust client's marketing preferences.
What is Personal Marketing?
A client would set up this to do a Dollar cost average to a vanguard mutual fund.
What is an aip?
The journey that will assist after Foundational passes the party through deceased security.
What is COO?
The email group to reach out to CIP.
What is CIP team.
This is not the browser you want to launch crave to access BPM.
What is Internet Explorer?
The name of the link to find bank routing # transfer method eligibility.
What is Bank Search?
In reference to bank reject, this is bank reject code R20 stands for.
What is Non-transaction account?
The amount of hours that have to pass before you an use VV or OTP for transactions after registering for the service.
What is 168 hours (7 calendar days.)?
the methods we accept cip documents.
What are secure message, fax, and mail?
What is the BPM sharepoint site?
The two options to update a DOB for a client if it is missing or wrong.
What is to find awd back-up or read the DOB script to the client.