Mobile Check Deposit - Walked a client on the app to deposit a check into their account Security Code accommodation Tax Form Education Savings Account (ESA) - Called contained Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client Yields - Walked a client through where to find yields or Benchmarks online RMD - Walking a client online where to find there RMD Settlement Fund to Bank on File - Placed in CrAVE for Client Settlement Fund to Bank on File - Online Walk Through with Client Direct Deposit Set up Cost Basis Question - Unrealized Gains/Losses (Walked client online) Web Navigation Agent Authorization -Account Access Wire Transfer to a bank on File Cost Basis Method Elections - Walked client to dividend and Capital gains elections online Cost Basis Question - Realized Gains/Losses (Walked client online) Mutual Fund Trade - Online Walk Through with Client AIP - Walked a client online to change/add an Automatic Investment Plan AWP - Walked a client online to change/add an Automatic Withdraw Plan Purchase from bank on File to Settlement Fund - Online Walk Through with Client Web Registration Account Service Fee Conversation RMD - Disclosing the clients RMD for the year (if it is calculated) Education Savings Account (ESA) - Called transferred Mobile Check Deposit - Walked a client on the app to deposit a check into their account Security Code accommodation Tax Form Education Savings Account (ESA) - Called contained Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client Yields - Walked a client through where to find yields or Benchmarks online RMD - Walking a client online where to find there RMD Settlement Fund to Bank on File - Placed in CrAVE for Client Settlement Fund to Bank on File - Online Walk Through with Client Direct Deposit Set up Cost Basis Question - Unrealized Gains/Losses (Walked client online) Web Navigation Agent Authorization -Account Access Wire Transfer to a bank on File Cost Basis Method Elections - Walked client to dividend and Capital gains elections online Cost Basis Question - Realized Gains/Losses (Walked client online) Mutual Fund Trade - Online Walk Through with Client AIP - Walked a client online to change/add an Automatic Investment Plan AWP - Walked a client online to change/add an Automatic Withdraw Plan Purchase from bank on File to Settlement Fund - Online Walk Through with Client Web Registration Account Service Fee Conversation RMD - Disclosing the clients RMD for the year (if it is calculated) Education Savings Account (ESA) - Called transferred
(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
N-Mobile Check Deposit - Walked a client on the app to deposit a check into their account
N-Security Code accommodation
G-Tax Form
B-Education Savings Account (ESA) - Called contained
B-Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client
I-Yields - Walked a client through where to find yields or Benchmarks online
I-RMD - Walking a client online where to find there RMD
N-Settlement Fund to Bank on File - Placed in CrAVE for Client
I-Settlement Fund to Bank on File - Online Walk Through with Client
B-Direct Deposit Set up
N-Cost Basis Question - Unrealized Gains/Losses (Walked client online)
G-Web Navigation
B-Agent Authorization -Account Access
N-Wire Transfer to a bank on File
G-Cost Basis Method Elections - Walked client to dividend and Capital gains elections online
I-Cost Basis Question - Realized Gains/Losses (Walked client online)
B-Mutual Fund Trade -Online Walk Through with Client
G-AIP - Walked a client online to change/add an Automatic Investment Plan
B-AWP - Walked a client online to change/add an Automatic Withdraw Plan
G-Purchase from bank on File to Settlement Fund - Online Walk Through with Client
I-Web Registration
G-Account Service Fee Conversation
N-RMD - Disclosing the clients RMD for the year (if it is calculated)
I-Education Savings Account (ESA) - Called transferred