Incoming Transfers Outgoing Transfers Account Activity general transfer questions Pop Culture Knowledge
100
We charge $75 for incoming transfers
False. We dont charge for incoming transfers
100
Outgoing ACAT: If a position has not transferred, Professional / Advisor should submit
Initiate request
100
How much interest did I earn from my sweep and what happened to it?
0.32 on 6/3, added to the sweep balance/ cash avail
100
Account transfer form requires ___ if there are registration differences
notary
100
Complete the lyrics: Got a long list of ex lovers they'll tell you im ________
Insane
200
In submitting an incoming ACAT transfer online, ask client to click ___________ on the blue banner on Chase.com:
Pay & Transfer> Transfer Securities
200
Outgoing ACAT: Once received and in good order, request will be processed in _____ business days
3-5 BD
200
True or False: I can exchange my Oppenheimer
Fund to a JPMorgan Fund
False. It has to be the same fund family
200
T or F: Easy ACAT allows partial incoming transfer from a supported institution
True
200
Name the movie: Show me the money
Jerry Maguire
300
Incoming ACAT: If cost basis still isn't received by contra firm, client may contact firm to ask them to transmit information electronically to JPMS or provide a _____
Transfer Statement
300
We charge $ _____ for full outgoing ACAT transfer
$75
300
What is this 66 cents that I am seeing on the 17th of January?
the residual was autosweeped
300
T or F: No paperwork is received for outgoing ACAT
False
300
Name the candidate: Who is our Ms Universe Representative this year
Rabiya Matteo
400
Incoming ACAT: Cost basis is typically updated in receiving account within _____ calendar days of receipt of assets
15 days
400
There are the 2 account restrictions used to indicate an outgoing ACAT transfer?
SP71 and SP72
400
What happed to the options that I bought on Jan 21?
Transfer to Complex
400
How can clients submit account transfer form
Mail Only
400
Sports: What coulours are the five olympic rings
blue, yellow. black, green, red
500
Incoming ACAT transfer from a JOINT account into an INDIVIDUAL account can be submitted online
False, can only be done like to like
500
In Connect, where do we check the status of an Outgoing ACAT transfer?
Connect> Dashboard> Outgoing Account Transfers
500
Can the client do an Incoming Transfer?
No. ACAT Delivery in progress
500
How do you identify a managed account from playing
portfolio
500
Name the 5 characters from Friends
Joey, Rachel, Ross, Monica, Chandler






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