BETA
What on the ACCT screen will tell us if an account is apart of a conversion?
What is the OLD #
If my advisory account is not repapered in time and is deactivated, how will they get it back IGO?
What is repaper and reactivation
When can checkwriting services be set up on an account?
What is after the account is repapered
What is DEM3
What screens will show if an account is repapered?
What is DOCA, SPAD and AIRE
Where does primary account holder info feed from in Clientworks?
What is the client profile
When is the first residual sweep for Wintrust?
What is 2/4/25
Where will information for a POA be added in BETA?
What is DAML
What is the correct code for a primary beneficiary in MDRO?
What is 001
What are some ways to manually repaper an account?
What is forms, Docusign, resource center
What is an acceptable payee for Wintrust checks through the repapering deadline?
What is Wells Fargo Clearing, FCC, or name
Where will I update investment objective?
What is ACTU
This BETA screen will show assets and investments on an account
What is AIRE
If I have an error that reads "add exactly 1 guardian" and the primary is under the age of majority, what should I do?
What is repaper manually
If an account holder passed away without repapering and has no beneficiaries, what happens to the funds?
What is assets default to estate
My client has reached age of majority on their UTMA account, what is needed to update to an individual?
What is DL/BC + new account paperwork
What coding needs to be changed if I am updating a joint account to an individual?
What is REGCODE and INST code
What happens if a brokerage account is not repapered in time?
What is it will be restricted
An advisor wants to total and close an account with 300K, it has not been repapered. what are the options?
What form is required for a rep change, IS to IS, same bank, brokerage account?
What is F443-IS