Fidelity Clearing
CN in transaction history
What is a RRSP Contribution
2023 contribution Limit
What is $6,500
First Name, Last Name or Last Name, First Name
What is Last Name, First Name
this person is aka the "Feng Police"
Who is Brenda
TFSA
What is Tax Free Savings Account
What is TFSA Tracker
You see a list of outstanding tasks here
What is the "Overview" Tab
You would assign this person a task to review a clients Tax Installments
Who is Andrew
RRIF
We would submit an address change to this Department
Who is Name & Address
Where you verify contribution history & limits
What is the CRA Website
We use this "Tag" for a Registered Account Contributions
What is "IP - In Kind TFSA/RRSP/RESP/RIF Transactions"
The newest employee name at Quadrant
Who is Christina Farin
PAC
What is Pre-Authorized Contribution
Clients can view their accounts here online
What is "Investor Portal"
What year did TFSA's begin
What is 2009
This Client is the 9th listed under "Active Clients"
Who is Angers, Michael & Shauna
These people make up our GiftPact Team
Who are Murray, Debbie, Hedy & Carolyn
IPQ
This replaced us using Dataphile
What is "UAccounts"
You contributed $6,000 in 2022, but then withdrew $3,000 in 2022, How much can you contribute in 2023?
What is $9,500
You will find the "Estate Planning Questionnaire" under this workspace and tag
What is Wealth Planning - Tools and Templates
This person is in the office 2 doors down from Brenda (Towards Murray's office)
Who is "James"
GCN
What is "Grant Contribution"