Beta
What WHO Code is associated with the tape conversion?
What is EDP
What types of accounts will come over on the tape?
What is advisory and brokerage accounts
If an error appears to remove special characters, which BETA screens should we look at?
What is DAML and MDRO
Am I able to change advisory information in the repapering tool?
What is no, any changes are made after repapering
Which BETA screens will automatically leave a line item once repapering is submitted?
What is AIRE and SPAD
How long do advisors have to repaper their advisory accounts?
What is 90 days/3 months
How many characters does an entity name have to be to prevent an error?
What is 30 characters or less
If I need to update my account from brokerage to advisory what would I need to do?
What is repaper first and then convert account
When changes are made in BETA how long does an advisor have to wait to continue repapering?
What is overnight processing
Which types of accounts will not come over on the tape?
What is employer sponsored plans, manual accounts and foreign accounts
When changes are made in CW how long do I have to wait to repaper?
What is the rep can repaper immediately
Am I able to update a SSN in the repapering tool?
What is no, it will have to be done by an SP if requirements are met or forms tool
Which code will tell us registration type on an account?
What is REGCODE
How will an advisor get an account here that did not come over on the tape?
What is open a new account + F2
Where in CW will I go to if an error shows that the DOB is missing in the request?
What is edit client and update DOB
My client has reached the age of majority on an UTMA account, how do I repaper?
What is cancel existing request and use forms tool
If an advisor only has their Wintrust account number how do I look that up?
What is &prefix & account number
Are collateral accounts coming over on the tape?
What is yes, as long as they are affiliated with the bank as lender
Which codes need to be changed if an error appears to "add exactly 1 guardian"
What is SECT and REG code
I need to add a signor on my LLC account and it has not been repapered. What are my options?
What is we can take the information, add a DAML record and wait overnight processing