Checks
What is the cut off time for a check request entered from cash?
4pm CST?
What is the cut off time for a wire entered out of cash?
What is 3pm CST?
When a TASC Transfer is entered that requires an LOA to be signed, how long does the client have to sign the LOA before it expires?
What is 60 days? The TASC LOA Document is good for 60 days. Once it expires a new transfer must be entered.
If a client has 18 mutual funds in their account and they want to code the dividends to ach for 16 of them, how many LOA's will the client need to sign?
What is 1?
What is the web id for the SharePoint page that will tell you if an EJ account is eligible for E-sign?
What is WEB5047056- Determine E-Signature Eligibility?
What is the command you use to stop payment on a check?
What is LCRI?
What forms message would you submit to recall a wire?
What is Wired Funds Amendments, Recalls or Trace Request WEB5167154?
What is any joint account owner is acceptable, but if e-signing all joint owners must sign?
What department would help a branch set up an alternate payee on an account?
What is Equity Service at #26?
Can we overnight a check or wire funds on account open less than 30 days?
What is no?
What is the WEB ID you would provide to the branch if they needed a front and back copy of a check issued through ADOT?
What is WEB589284- Northern Trust/BNY Check Copy Form message
How long does it take for a wire to be received by the bank once the funds are wired from Edward Jones?
What is 2-4 hours?
What forms message can a branch submit to have a transfer reversed?
What is Account to Account Transfer Reversal Forms Message WEB589454
What command would you use in a green screen to change bank information for payopts ach?
What is ACHM?
If you need a check or wire approved for $300,000, provide a knowledge article that tells you the steps to follow.
What is Large Request Approval Processes
Knowledge Article 000003130?
If an account is closed and ADOT will not let you enter the check what command could you use to enter the check for the branch?
What is AREQ?
What salesforce article can help you determine if the bank needs to be called to verify wire instructions before approving the wire?
What is Large Request Approval Processes Article 000003130?
What LOA can a branch have a client sign to approve unlimited transfers for any amount from one EJ account to another?
What is OPTLOA?
Can dividend or interest payments be coded to mail in a retirement account?
What is no? They can not be mailed because the check will go out same registration as the EJ account. Edward Jones Trust CO as CUST FBO John Doe - the bank would not allow them to cash the check.
What is the cost center number you would use to take a overnight or wire fee for a branch?
If a branch wants to have three checks from three different accounts mailed in the same envelope, what delivery type do you chose?
What is "H" for special handling?
Once a wire is approved(wired), how would could you request a change to the account number the wire was sent to?
What is the Wired Funds-Request Amendment, Recall or Trace Request?
If requesting an amendment, you must advise the branch that sending a request for an amendment does not guarantee that the bank will accept the amendment and it is possible the wire could still be returned. Once a request is sent, advise the branch they should follow up with the client in Two (2) business days to verify if the wire was received, if the branch has not already received notification that the wire was returned.
When you are viewing TASC and are looking at the completed and cancelled transfers, how far back does it show you?
What is 30 days?
What command would you use to send a manual payopts ACH?
What is AMAR?
On an Advisory Solutions Fund, UMA or Guided Fund account can the branch enter a check to close the account in ADOT after the exit is complete?
What is no? They can enter the check, but the system will not allow them to issue the check to close. WEB5106425