Across
- 3. Comtrack Code to submit a check deposit adjustment
- 5. Best way for a client to add an extra measure of security is to add a _______ Password.
- 6. Make like a banana and _ _ _ _ _ _.
- 7. What legacy screen do you check for any comtracks on the acct?
- 8. How many identifiers does Move Money need to verify a client?
- 9. If a rep from a credit union calls to verify a bank check, they need to talk with Schwab One and have the _ _ _ _ _ _ on the phone, other- wise Schwab Bank Rep can not verify the check.
- 12. Once a Moneylink starts on Prenote, how many days does it stay in Prenote before going active?
- 13. What legacy screen do you check for any margin notes?
Down
- 1. Sending a check to a third party or a recent address change requires them to send us a ____ which includes their request and a signature.
- 2. Tool provided by a 3rd party vendor to help us with further verification of a client
- 4. What jumpword can be used to send out an email confirmation request for a wire?
- 10. A client submits an online wire and has $100K+ in household balances, they are allotted how many fee waivers for domestic wires per account per rolling quarter?
- 11. Verbal request is ok to reactive a Moneylink if it has been deactivated _ _ _ _ than 60 days ago.