Beta
The "Front Page" of the account that shows the accounts registration information
What is ACCT
What is the SLA for an account application?
What is 1 business day
Direct business is the linkage between LPL and an account held at a(n) ____ firm.
What is Sponsor firm?
What form should be submitted with supporting documents to resolve cip?
what is f804?
Who ya gonna calllllll?
What is Ghost busters?
This page shows the status of submitted forms
What is DOCA
What forms is used to create an Advisory Nonretirement account?
What is F1AN?
What are 2 of the 4 product class codes for lpl DB accounts?
What is BBK, BOI, QOI, or QDA
What is the SLA for CIP for IS advisors?
What is 3 business days
What is Nyesha's favorite color?
What is Purple?
This page is used as a scratch pad to view systematic changes and changes made by other FSP's
What is SPAD
Which 3 tools will be used to log forms?
What is documentum,doca,and BOPM?
What are the 2 methods in client works to network an account?
What is account linking and the online request tool?
what does CIP stand for?
What is Customer Identification Program?
Moms' response any time we asked for McDonalds
What is you got McDonalds money?
Where can you view beneficiary details for a non retirement account
What is TODB
When logging an ID (drivers license/State/military/etc.) igo/nigo, what are the 3 things to look for?
What is matching name, matching DOB, and expiration date
What is the SLA for networking Mutual Funds?
What is 10 business days?
Cip verifications goes EXCLUSIVELY through what system?
What is BOPM?
what is in his droptop cruising the street
This page shows additional information including emails and REG codes
What is AIRE
What resource can you use to familiarize yourself with what forms you can or cannot log and where is it located?
What is the form empowerment matrix in the NADB sharepoint
What must match between the sponsor account and lpl account in order to network the two
What is registration, rep id, ssn, and product class
what is Name, address (mailing and residential), DOB, country of citizenship, and TIN/SSN
they come up with another dance once you learn the last one
What is trail riders?