What type of accounts need to go through "request for liquidation" for distribution requests via the move money tool?
What screen in beta will show you if we have a seller’s agreement for a Mutual Fund?
How many signers are required to sign off on a move money request on a JTWROS LPL account?
Where in the Resource Center can an advisor find a list of Mutual Funds LPL is able to hold?
Once a transfer has been placed on the ACAT system, how many business days does it take for assets to settle?
A REIT is also know as a?
Verticales
This tool is used for advisor’s to enter an Account Transfer request?
Cut off for same day processing checks/ach/first party wires/journals:
___PST/___EST
This form is used to gift shares from a Non-Retirement account
What type of move money movement allows cash and/or securities to be moved from one LPL account to another?
Which report would an SP look at to check for an incoming wire or outgoing wire IMAD #?
This form is used to set up on demand ACH instructions and/or periodic instructions on a Non-Retirement account on Move Money 1.0.
How many business days is the hold for a deposited check or ACH into an LPL account?
What is a transfer packet known as in Documentum?
Which screen in BETA shows on demand tax withholding on a Retirements Account?
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