Account Eligibility
Unique eligibility differences between merge, expand & merge to existing
Overriding Eligibility (and Adam)
100
This type of educational account is not currently supported by the new account structure.
What is 529 College Savings Account.
100
Accounts with this type of address cannot expand.
What is a foreign address
100
This is one reason why a crew member can override eligibility.
What is account with a customized beneficiary
200
This type of retirement plan is not supported by the new account structure.
What is Individual 401k
200
This type of account where individual clients have view or transact permission on the account cannot expand
What is a partnership
200
Crew who have the necessary security can override accounts by clicking on the ______________ link (MERGE)
What is "Where are my other accounts?"
300
This special account hold could prevent a client from upgrading.
What is RPO status
300
These types of people cannot initiate expand requests online
What is secondary owners and agents
300
Crew can utilize the __________ link to make the account ineligible again (MERGE)
What is internal Remove Override
400
This other type of retirement account is not currently supported by the new account structure.
What is a SIMPLE IRA
400
These types of clients will have to submit a Vanguard Brokerage Account Upgrade from a Mutual Fund Account to a Brokerage Account form
What is minor IRA's, trusts, organization accounts, etc
400
The names and ages of the group members presenting this topic are
Who are Jayson (23), Marlene (22), Amanda (23), Yodit (21), Adam (22)
500
An account that currently enables this feature is not eligible for an account upgrade until it is disabled
What is direct deposit
500
______________ for Incapacitated Persons can merge accounts online or over the phone.
What is full agents/agents
500
Adam Gold graduated from this college. (Extra 500 if you can guess which artist he would go on tour with if he had the chance)
What is Rowan (and Red Hot Chili Peppers)
M
e
n
u