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Question 1 of 5
1. Question
My clients’ AdvisorClient website credentials can be used on Schwab Alliance
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Question 2 of 5
2. Question
Schwab Alliance offers three different view options for your clients, which controls which features are available when they log into the site. Which view prompts clients to contact their advisor prior to placing trades or moving money and requires that they acknowledge the notice?
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Question 3 of 5
3. Question
Which of the following are self-service tasks that your clients can quickly complete using Schwab Alliance?
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Question 4 of 5
4. Question
Your clients can use their Schwab Alliance credentials to electronically authorize (eAuthorize) various transactions initiated by you through their desktop or mobile devices, such as new account openings and money movement requests.
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Question 5 of 5
5. Question
You can view how many of your clients are enrolled in Schwab Alliance by using the ___________ in Schwab Advisor Center.
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