The number of days at which a check is considered staledated?
180 days
The difference between G1 and G2 restrictions?
G1 - ACAT TOA out, G2 - non-ACAT TOA out
The account type NOT eligible for interested party?
International SPS accounts
Who to email to expedite debit card?
CSSCardsupport@fmr.com
The newest person on Team Lee?
Odi
The contribution year in ICP for SEP IRA contributions?
The current year
The information we look for on statements for TOA's in?
Account registration, client's name, delivering firm account number, assets being transferred
4 reasons signature guarantees could be NIGO?
The only calls that will NOT overflow to SSG2 from SSG3 in direly busy times?
Alternative investments
The person who ALWAYS has Teams notifications on, but lectures Katie to not be online late in the evenings?
Nhuy
A 3rd party journal requires an LOI at this dollar amount or greater?
$38,000
The cutoff time for DWAC inbound requests?
Before 3:30pm EST - entered into BREC
Between 3:30-4pm EST - best-efforts
After 4pm EST - next business day
The process to remove LB restriction?
see GPS
Message HD - treat like an escalation :)
The person on loan to SSG2 currently?
Rachel
A 3rd party (no common SSN/TIN) journal requires HRT at this dollar amount or greater?
$0
The steps to determine if an asset is DTC eligible?
How a client can remove interested party themselves online?
Accounts & Trade > Documents > Share Documents > Remove access to shared documents > choose names and accounts
How to reach the mail room to search for an item?
email EPSFBCImgResrch@fmr.com
The person on the team who has worked at Fidelity the longest?
Zeb