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eQuipt Knowledge Check (HO user guide)

Quiz by Natalie Bayne

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17 questions
Show answers
  • Q1
    The “search by ID” field will only search using what information?
    Recommendation ID
    Social security number
    Account Number
    Customer ID number
    120s
  • Q2
    What step of the eQuipt process will display a new task in our home office Workflow tab?
    4th Step – Account Opening
    2nd Step – Investor Profile
    5th Step - eSignature
    3rd Step – Recommendation
    120s
  • Q3
    True or False: The summary ID is the same as the recommendation ID
    True
    False
    120s
  • Q4
    What is an ODS?
    The firm’s central database of client and account information
    The delivery system eQuipt uses to send esignatures
    The eQuipt vendor
    The e-signature processes
    120s
  • Q5
    What submission errors are the most likely for the advisor to see?
    Edelivery Setup Error
    "Pershing account Number Error” and “Pershing Open Account Error”.
    ACH Error
    Standing Instruction Submit Error
    120s
  • Q6
    True or False: When you access a recommendation by using the Service Request Search in the back office you will be in view only mode.
    True
    False
    120s
  • Q7
    Which of these do NOT occur at the Recommendation Level?
    Pershing Upload Docs Errors
    Envestnet Proposal Errors
    Client Signature Error
    Salesforce Upload Docs Errors
    120s
  • Q8
    True or False: If investigating a Pershing Account Number error, clicking cancel will force the system to generate a new account number.
    False
    120s
  • Q9
    If there is a Pershing account opening error and you do not immediately see the message where can you check to find the error?
    Lightning Bolt
    Audit tab
    All of these
    View All
    120s
  • Q10
    True or false: If the standing instructions in eQuipt are rejected you can click skip as long as you update the instructions in Netx.
    False
    True
    120s
  • Q11
    How many ways can you locate the advisor’s recommendation?
    One
    Three
    Five
    Two
    120s
  • Q12
    Under what tab can we see which steps in the workflow have potentially failed.
    Documents
    Details
    Workflow
    Audit
    120s
  • Q13
    True or false: After the client has completed the eSignature ceremony, the document pending receipt task will show as complete.
    False
    True
    120s
  • Q14
    How many possible Account level errors could appear after clicking submit and the account opening task fails?
    Five
    Eight
    Six
    Seven
    120s
  • Q15
    After logging into the Home Office version of eQuipt, what is the first screen that will display?
    Investment goal screen
    Service request screen
    Work queue screen
    Home screen
    120s

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