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