Retirement Services
Name the # and prompts as well as the direct extension to reach an associate that assists with opening and the maintenance of a Traditional or Roth IRA
#83, prompt 2, sub prompt 3; Ext 36598
Name the # and prompts as well as the direct extension to reach an associate that assists with opening and the maintenance of an Advisory account (excluding SEP/Simple/Owner K or any other employer plan account)
#39, prompt 1, sub prompt 1; Ext 36571
Name the # and prompts as well as the direct extension to reach an associate that assists with opening and the maintenance of an Estate account
#25, prompt 1, sub prompt 3; Ext 36503
Name the # and prompts as well as the direct extension to reach an associate that assists with entering a check request
#61, prompt 2, sub prompt 1; Ext 36875
Name the # and prompts as well as the direct extension to reach an associate that assists with questions regarding residuals and all external transfers coming into or leaving EDJ
#88, prompt, prompt 1, sub prompt 4; Ext 36634
Name the # and prompts as well as the direct extension to reach an associate that assists with opening and the maintenance of an inherited IRA
#83, prompt 2, sub prompt 2; Ext 36597
Name the # and prompts as well as the direct extension to reach an associate that assists with account portability or canceling portability (excluding SEP/Simple/Owner K, or any other employer plan accounts)
#39, prompt 1, sub prompt 3; Ext 36573
Name the # and prompts as well as the direct extension to reach an associate that assists with role changes on a business account
#25, prompt 2, sub prompt 1; Ext 36521
Name the # and prompts as well as the direct extension to reach an associate that assists with entering a SWPS option using LSWP
#61, prompt 4, sub prompt 1; Ext 36655
Name the # and prompts as well as the direct extension to reach an associate that assists with questions regarding the Financial Foundation tab in the relationship grouping including goals and duplicate profiles in the risk tolerance section
#48; prompt 1; Ext 36101
Name the # and prompts as well as the direct extension to reach an associate that assists with IRA beneficiaries and Transfers on Death (TODs)(Non IRA beneficiaries)
#83, prompt 2, sub prompt 4; Ext 36599
Name the # and prompts as well as the direct extension to reach an associate that assists with an annual review in an Advisory account
#39, prompt 1, sub prompt 5; Ext 36575
Name the # and prompts as well as the direct extension to reach an associate that assists with a call regarding name, SSN, TIN, Address,Phone, Net Worth or TIN Mismatch
#25, prompt 2, sub prompt 2; Ext 36508
Name the # and prompts as well as the direct extension to reach an associate that assists with all other ACH on Demand questions OTHER THAN entering or approving a bank profile or pending money transfer
#61, prompt 1, sub prompt 4; Ext 36784
Name the # and prompts as well as the direct extension to reach an associate that assists with questions about CDs, Corporate Bonds, CMO's, Gov't Bonds
#12; prompt 2; Ext 36135
Name the # and prompts as well as the direct extension to reach an associate that assists with opening and the maintenance of a minor IRA account
#83, prompt 2, sub prompt 3; Ext 36598
Name the # and prompts as well as the direct extension to reach an associate that assists with opening and the maintenance of a 529 account
#25, prompt 1, sub prompt 4; Ext 36504
Name the # and prompts as well as the direct extension to reach an associate that assists with Insured Bank Deposit, Money Market, applying for check writing or debit card questions
#61, prompt 5; Ext 36657
Name the # and prompts as well as the direct extension to reach an associate that assists with questions regarding all other Estate questions
#20; prompt 7; Ext 36547
Name the # and prompts as well as the direct extension to reach an associate that assists with Tax Withholding and distributions via check, wire, or SWPS from an IRA account
#83, prompt 4, sub prompt 2; Ext 36610
Name the # and prompts as well as the direct extension to reach an associate that assists with POA or Trading Authorization
#25, prompt 2, sub prompt 4; Ext 36510
Name the # and prompts as well as the direct extension to reach an associate that assists with depositing money INTO an account including Add Cashing a check
#61, prompt 3; Ext 36654
Name the # and prompts as well as the direct extension to reach an associate that assists with mutual fund trades
#31, prompt 1; Ext 36098