Move those employer plans!
5951 Luckett Ct
What is the overnight mailing address?
Non-retirement account for a minor
What is an UTMA/UGMA account?
Client wants to buy a stock
What is INV_stock_ETF_InvestEducation_Internal?
Good morning, this is Cameron Dennis with Vanguard in our onboarding department
What is credentialize?
Number of countries in which Vanguard has an office
What is 11?
Check is made payable to the client and they have 60 days to move it into a qualified IRA
What is an indirect rollover?
Tax-free withdrawals, but you have to be a certain age!
What is a Roth IRA?
Client wants to open a 529 plan
What is ES_529_TRANSFERS?
Number 5, the part we do the least
What is Voicemail consent?
Ticker symbol for the Vanguard S&P 500 ETF
What is VOO?
Pre-tax plan mostly offered to employees of public schools
What is a 403b?
19 in Alabama and Nebraska
What is age of majority?
Client wants to enroll in PAS
What is RSG_Clients?
I will ask you a few regulatory questions to prefill this application. Then I will send it across to your profile and help guide you to the part of our website where you can sign electronically.
What is setting an agenda?
Number of people in our team
What is 10?
This client has their maiden name on their account with the contra firm. We need to submit this so that we will still process the rollover check.
What is the OATS form?
We do not offer these, but lots of clients ask
What is a Health Savings Account?
Client wants to recharacterize a rollover deposited into the wrong IRA
What is ret_specialized_pas?
Today, we were able to set up your traditional IRA, and I have given you the information you will need when you reach out to Empower to initiate that rollover
What is a recap?
Chapter number for 'options' in the Kaplan Series 7 book
What is chapter 10?
$500,000
What is the maximum amount a client can rollover through the app?
Six owners
What is the maximum number of owners on a joint account opened through OAA?
Client wants to buy mortgage-backed securities (GNMAs)
What is ITS_FI_SPECIAL?
Is there anything else I can help you with on your account today?
What is asking for additional needs?
CEO that succeeded John Bogle
Who is John J Brennan?