TOA/Rollovers
Rollover checks are made out to ____.
What is FMTC, FBO:?
FDIC coverage limit for an individual is ____.
What is $250k?
Fidelity is ____% confident in the significantly below average RA results.
What is 90?
Treasuries are ____ tax exempt.
What is State?
List the 7 steps of Connect in order.
What is Seek to Understand, Goal, Concerns, Best Case, Relationship/Needs, Targeted Value Agenda, Explore?
A Simple IRA can be rolled into a Rollover IRA if...
What is aged at least 2 years?
Fidelity uses ___ program banks for deposit sweep.
What is 20?
Used to see a client's entire financial picture. Budgeting, Assets, Liabilities...etc.
What is Full-View?
CDs pay ____ interest.
What is Simple?
4 scenarios you can not plan with.
What is FI only account, Minors, Non-US resident/in U.S., Third-party on the line?
Pre-tax annuities are considered ____.
What is Qualified?
SIPC coverage for cash awaiting investment is ____.
What is $250k?
Used to determine an outside security can be held at Fidelity.
What is CUSIP Viewer/FDOT?
Display of numerous bids and offers in a given security in addition to the best bid and offer price
What is Depth of Book?
Aubrey's go-to Chili's order.
What are Ribs?
Contra-firms have ____ days for delivering cost basis.
What is 15?
Fidelity provides $____ in excess of SIPC coverage through ______.
What is $1 billion and The Lloyd's of London?
Appointment confirmation emails are sent in ____ time zone.
What is client's?
Temporary nine-character alphanumeric identifier used to identify a U.S. or Canadian bond.
What is a dummy CUSIP?
Abby Johnson is the ____ wealthiest woman in the world.
What is 6th? Source: Forbes.... lol
What is Net Unrealized Appreciation (NUA)?
Fidelity provides $____ in excess of SIPC coverage for crypto accounts.
What is 0?
____ is used by FC's for clients to upload documents and in our role we can use ____ to text clients.
What is Myvault? What is Guided Service?
Clients have ____ minutes to edit/cancel indication after a municipal reprice.
What is 60?
Aubrey has lived in ___ countries and ___ states.
What is 3 and 7?