Basic Troubleshooting and Browsers
What are the four browsers that Vanguard recommends users operate on?
Web Transaction Holds apply for how many days after registering?
7 Days
What is the recently updated system we use for sending security codes?
RCS (Rich Communication System)
Besides grandfathered-in clients, what population of clients have the ability to use automatic aggregation with Yodlee?
PAS Clients (Personal Advisory Services)
What is the most efficient way to ensure that a client has the newest version of the app?
Delete and Re-Download
What are the small bits of information browsers keep to load data and websites faster?
Cookies
What step must organizations complete first before registering online compared to indiviuals?
EIN Pre-Registration
Besides security keys and security codes, what are the other two ways to bypass these dual factor authentication? Bonus: What is the recently added third option? 100 Points additional
App Approval (Biometrics), already recognized device, Bonus: Whatsapp
What is the Yodlee error code that flashes when aggregation consent with the third-party website needs to be renewed?
CONSENT_EXPIRED
As a work-around, what is the link called to collect additional information needed for a BPM case that is placed in the SMC?
Additional Documentation Tool or Request
VPN stands for......
Virtual Private Network
What is the process called when a representative self-provisions a client's registration process by creating a username and giving them a temporary password?
AAWR (Associated-Assisted Web Registration)
After registering a security key, how would they remove it if they decided to get rid of this security function?
The client must sign in and remove it themselves
How much in dividends need to be earned in order for a tax form to be produced (1099 Consolidated)? What needs to happen for a tax form for an IRA to be produced (1099-R)?
$10 worth of dividends and a distribution for an IRA
What are the three types of documents you can view and export on the app?
Statements, Confirmations, and Tax Froms
What is the program do we use to view client's technical issues when we need a visual understanding of what is happening?
Web-Ex
What common login method that clients use to remember their username and password, but can also fail when used on Vanguard's login page?
Password Manager
How many times can a client fail the security code authentication before the system locks them out?
4 cumulative times
What are the two types of ways for Quicken to track investment portfolios?
Simple and Complete(Complex)
Pop-Ups
What resource can we share with RMs for a list of guides that can help them self-provision their own solutions for a multitude of common problems?
RTTS Knowledge Manuals
If a trustee for a trust wants to register and has no other Vanguard accounts, what prompts would they select on the "sign up for online account access" page? (Example: General investing, Retirement account, Individual or joint, Trust under SSN, etc....)
General Investing, Individual or joint
What type of USB port does Vanguard support for security codes?
USB-A only
If TRR needs to troubleshoot quicken issues, they are going to ask for two types of logs. What are they called?
OFX and CONN
Where do multi-signer documents go on the Vanguard website after the original signer completes their part?
SMC