Why didn't you do that earlier?
This is when a client lost access to their TD account
When is September 1?
This is the form used to update cost basis information.
What is the Cost Basis Edit Form for Noncovered Shares?
This is where you go to open a new account with Digital Onboarding
Where is the account management tab> open and fund an account?
This is where an advisor can go to monitor the status of a check request after it has been submitted
What is the account transactions section on the Move Money Tab? (Or the Status page on the activity tab)
A website for clients that has visual instructions to help navigate through Schwab Alliance
What is the Client Learning Hub?
When a move money request should be completed by
What is next day (if submitted before 530 pm)?
The reason clients may receive multiple sets of 1099s
What is activity pre and post conversion will generate different tax documents?
This is where you can access the forms for Docusign
Where is Account Management Tab > Forms library, setting Docusign as the delivery option?
This is the side of a check that needs to be uploaded for electronic check deposit
What is both sides?
The information a client can see when viewing the alerts for transactions
What is type, subject, time frame, current/archive?
The status level of a NIGO
What is Action Needed?
This is who should be able to access a client's 1099 online
Who are advisors and clients?
This is where you can track the status of a recently submitted Digital Onboarding envelope.
Where is the Status page or the Manage Schwab Envelopes page?
This is where you can go to set up inherited IRA RMD on Calculations on Schwab's Systems
Where is nowhere? (Schwab doesnt do this)
This is the alternative for a client to eAuthorizing
What is the advisor generating a prefilled PDF?
A group, household aggregating account number that regular accounts are listed under
What is a master account?
The level at which cost basis is calculated for client assets
What is the account level?
The ways you can use electronic signature for CS
What are Digital onboarding for TPRIAs, Digital Workflow, and Docusign?
This is where you can go to set up a recurring wire transaction at Schwab
Where is nowhere? (Schwab doesn't support recurring wire transactions)
The amount of transaction history a client should see in Schwab Alliance
What is 4 years?
The deadline for checks made out to TD that schwab will not accept
What is 90 days post conversion?
This is how you submit foreign checks to Schwab
What is by mail?
The maximum size for a Docusign envelope
What is 25 MB?
This is where you can go to find the client's rmd for the year.
Where is the move money tab, next to the account number?
The amount of pre conversion statements a client should be able to access
What is 10 years?