Money Movement

4. A person to whom property or power is entrusted for the benefit of another
5. A client requests this and Ameriprise sends a check, ACH, or wire to the client or designated destination
7. The first thing you need to verify before you can consider moving any money for a caller
9. "Can you walk me through the steps you've already completed?" is an example of what
12. The fastest money movement option
13. The type of question to use when confirming information

1. Another name for Thomson
2. The time zone for Nevada
3. When something happens every 3 months, it happens...
6. We can see detailed information about a restriction on an account
8. The type of money movement for moving all of one's investments from another brokerage
10. The time zone for Michigan
11. The system we start in when a phone call comes in