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Account Transfers and Move Money

Horizontales
What type of accounts need to go through "request for liquidation" for distribution requests via the move money tool?
Which report would an SP look at to check for an incoming wire or outgoing wire IMAD #?
Where in the Resource Center can an advisor find a list of Mutual Funds LPL is able to hold?
This form is used to gift shares from a Non-Retirement account
Which screen in BETA shows on demand tax withholding on a Retirements Account?
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
How many signers are required to sign off on a move money request on a JTWROS LPL account?
What type of move money movement allows cash and/or securities to be moved from one LPL account to another?
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.
What screen in beta will show you if we have a seller’s agreement for a Mutual Fund?
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?