The Weakest Link
This link status allows a 529 to transfer to be initiated in Banking & Asset Movement Center.
What is Ownership Status?
This step must be completed prior to submitting a change of broker dealer form in order to prevent a mutual fund profile from being added to NOLINK.
What is open an Edward Jones 529 account?
This process description us used to classify the transfer of am American Funds CollegeAmerica Plan held at Wells Fargo, to an American Funds CollegeAmerica Plan at Edward Jones.
What is a Brokerage Held to Firm Held 529?
This term is used to describe un-invested cash in a 529 account.
What is Idle Cash?
Alecia Beth Moore Hart, a prominent pop musician known for songs like "So What" and What About Us," is better known by this stage name?
Who is Pink?
This green screen command allows us to view a list of mutual fund profiles, and the current link status of said profiles.
What is MFDINQ? (mutual fund inquiry)
It takes this amount of time for an Ownership link to approve on its own.
What is 24 hours/over night?
This WEB ID outlines the steps necessary to complete a transfer a 529 from a brokerage firm.
What is WEB5070017?
This process allows assets to be moved in kind from one sibling to another, as long as the plan is staying the same.
What is a change of beneficiary?
Inspector Clouseau is the lead character in this comedic series of films and cartoons.
What is the Pink Panther?
This communication window command is used to approve a link prior to transferring into Edward Jones.
What is MPRF?
This scan title is used to scan a copy of the Change of Broker Dealer Form prior to issuing the document to the mutual fund vendor.
What is Change Request & Confirmation?
A transfer from a brokerage firm is required to move to this location prior to transferring into Edward Jones.
What is the Vendor/Mutual Fund Company?
This is the requirement for a change of beneficiary to be considered non-taxable.
What is the beneficiaries must be related/family members?
This British rock band, fronted by Roger Waters and David Gilmour, once proclaimed, "We don't need no education!"
Who is Pink Floyd?
This communication window command allows an Edward Jones associate to view all linked profiles for a branch that are not yet assigned to a specific Edward Jones client's account.
What is NOLINK?
This is the last step of transferring a 529 into Edward Jones from a Vendor.
What is to contact the vendor and verify all activities at the fund company have been stopped?
This is the second step of a brokerage to firm name transfer.
What is to open an account at the vendor, and fill out their transfer paperwork?
What is to invest it, or issue it out of the account?
Jon Cryer played Duckie Dale in this 1986 John Hughes Rom Com along side Molly Ringwald.
What is Pretty in Pink?
This Edward Jones document/form is submitted to a vendor to allow an Edward Jones FA to link a Mutual Fund account to an Edward Jones client account.
What is the Change of Broker Dealer Form?
This is the amount of time that needs to elapse following a transfer being entered on Banking & Asset Movement Center before Mutual Fund Transfer Operations reaches out to the vendor for a status update.
What is 5 business days?
These 4 transactions are the cause of Idle cash in a 529.
What are liquidations, contributions, refunds, and rollovers?
This 90's Steven Spielberg produced animated series follows two genetically enhanced laboratory mice attempting to take over the world from Acme Labs.
What is Pinky and the Brain?