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Move Money and Account Transfers

Horizontales
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?