Helping Clients
Number of business days it takes a non-fidelity mutual fund dividend to post in a client's account.
What is 2?
Food that never expires.
What is honey? The oldest edible honey is over 3000 years old.
Easiest way to load a client's information into FDOT.
What are the green arrows (refresh button) in the top left?
Person who has been married 6 years and their spouse works at Fidelity too.
Who is Michael Jordan (aka Nate)?
Circumstances that we can make MFA exceptions.
None.
Animal that cannot jump/walk backwards.
What is a kangaroo?
The screen in FBSI used to do a recalc.
What is SMNU?
Person that collects legos and plants.
Who is Anna?
EFT outbound transaction limit per day?
What is 3?
Discover bank, a participating program bank in the FDIC Insured Deposit Sweep Program) was renamed this.
What is Capital One, N.A.?
Animal that has the densest fur in the animal kingdom.
What is a sea otter?
Person whose spouse and son work at Fidelity.
Who is Charles?
Instance(s) when military time should be used instead of 'Y' for Accept Time on a trade.
What is when the order is being entered at a different time than when the order was accepted and FI account orders.
Account types that clients can now designate EFT deposits as 60-day rollovers on Fidelity.com.
What are Traditional IRAs, Roth IRAs, Rollover IRAs, SEP IRAs, and Roth IRA for minors?
The day Mexico beat France at the Battle of Puebla in 1862.
What is May 5 (Cinco de Mayo)?
You're leaving Fidelity and you want to know who to contact to continue your Basic Employee, Supplemental Employee, Spouse and/or Child Life Insurance coverage. This is where you would find that information.
What is myHR (Metlife is listed under the 'Leaving the Company checklist')?
This person use to work at Disney at the Honey I Shrunk the Kids attraction.
Who is Matt?
DRS request via chat should be transferred to this team (New team to chat).
What is Trading Specialist?
The ekit for the One Big Beautiful Bill Act.
What is BBB?
Movie trilogy (all 3) that was filmed simultaneously over a 14-month period.
What is the Lord of the Rings: 'The Fellowship of the Ring,” “The Two Towers,” and “The Return of the King,” ?
The status on the reorg screen in FBSI that means a service center request has to be submitted to submit instructions for a corp action, not BVOL.
What is 'VIEW'? The status is 'INSTRUCT' for BVOL instruction input.
Person that grew up in Buckhead, GA.