Bluezone
Exercise option
what is EXER
Assists with tax, cost basis, and corporate actions
what is TCC (tax, cost basis, corporate actions)
What time do ETFs options, like SPY and QQQ, stop trading on day of expiration
What is 3:15pmCT
Where was Schwab originally based out of?
What is San Francisco, California
Submit case to lower commission and/or margin interest rates
what is CRNO
Margin interest/Schwab 1 interest per account
What is STHS
Assists with 401k and pension plans
What is RPS(retirement plan services)
How many day trades:
Sell to open an iron condor in one trade and then close the call spread and put spread in two separate orders
what is 2
When was SSE launched
What is 2011
Leverage AI technology to deliver a knowledge center search capability with conversational written responses
what is SKA
Create new comtrack
What is RECC
Assists Mandarin speaking clients
What is International Client Services
Percentage move the security would have to make up or down before you would lose your entire account value
what is PNR(point of no return)
When did Schwab buy TD Ameritrade?
(month and year)
What is October 2020
Check if asset is acceptable to transfer into Schwab
what is THOR
Change Dividend Reinvestment
What is RECC
Services Pledged Asset Line accounts
What is LST(Lending solutions team)
Risk than an option will settle to a value that is different from the last known value of the underlying
When did web trading go live?
What is 1996
Send web-based educational material to clients to help increase trading knowledge
What is Trader Education Portal
Locate Check Details
What is OUCH
Maintains the online complaint tracking system and handles escalated client issues from all parts of the firm
What is CAT (Client advocacy team)
When the SMA balance exceeds the actual account excess over the Reg-T requirement at the close of a business day; it is considered
what is "inflated"
What did Chuck Schwab originally launch in 1963
What is Investment Indicator, an investment advisory newsletter
Margin Request
What is MRT