Banking
What is the system used to Establish or Change Overdraft Protection?
Synergy
Debit Card Activation
CPV
A general Travel Flag is
90 days
What is the brand name of the Email and Mobile Transfer service of Early Warning Services (EWS), formerly known as clearXchange?
Zelle
Fee refund processing
Maintenance
Reordering Checks Not Received
Place a Stop Payment on the range of checks not received
Decline Reason & Card Status (other than mailing)
Transfer to CARD BRK Debit Authorization
Viewing Delay Deposit Information in Merrill Lynch Legacy Screens
DLX
Make payments online, Schedule one-time or recurring payments, Review detailed information about payments and Add unlimited Pay To accounts
Bill Pay
Address change (new address only)
High-Risk
Check Delivery Status of ATM/Debit Card
STACI
Where to View Check or Deposit Slip Order History
CPV or AHC (legacy screen)
Provides an extension of credit to clients based on eligible securities.
Margin Lending Program
Clients can access Bank of America accounts from their My Merrill or Merrill Edge Web sites
Single Sign-On (SSO)
Providing UFID or OLB ID
High Risk
Add or Change Scheduled Transfer
ASAP Web
The daily withdrawal limit for the Merrill Lynch Access card
$2,500.00
Link a Brokerage Account to a Bank of America Debit Card enter a
SMaRTS Case
Edit or cancel a scheduled transfer between the client’s own Bank of America accounts
Access the Transfer Activity tab
Address change requests to an address already on file or listed on other accounts in the profile
Maintenance
Add, update, or delete an account nickname for ATM use in
Interact
International Transaction Fee
2%
Limits certain types of withdrawals and transfers from a savings account to a total of six (combined, not each) per monthly statement cycle. When employees assist clients with transfers or payments from a savings account, they must provide the following details to the client.
Regulation D
Statements are available online to clients within
Three (3) business days after their cycle date
Digital Dashboard / Digital Self-Service Deep Links
Inquiry