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Question 1 of 5
1. Question
What type of move money request would you use to convert IRA contributions to Right IRAs?
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Question 2 of 5
2. Question
If your client plans to process several/ongoing money movement transactions from an account, you’ll save time processing those requests if your client…
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Question 3 of 5
3. Question
Which of the following is not an eligible transaction type for Schwab’s move money workflow?
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Question 4 of 5
4. Question
When using the move money tool on Schwab Advisor Center, first-party journals don’t require client approval if your firm has Withdrawal Power of Financial Advisor (WPFA) money movement authority on the account or if there is a standing letter of authorization on file.
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Question 5 of 5
5. Question
When using the import transactions feature for move money requests, what type of file is required to upload your transactions?
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