The “search by ID” field will only search using what information?

What step of the eQuipt process will display a new task in our home office Workflow tab?

True or False: The summary ID is the same as the recommendation ID

What is an ODS?

What submission errors are the most likely for the advisor to see?

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.

Which of these do NOT occur at the Recommendation Level?

True or False: If investigating a Pershing Account Number error, clicking cancel will force the system to generate a new account number.

If there is a Pershing account opening error and you do not immediately see the message where can you check to find the error?

True or false: If the standing instructions in eQuipt are rejected you can click skip as long as you update the instructions in Netx.

How many ways can you locate the advisor’s recommendation?

Under what tab can we see which steps in the workflow have potentially failed.

True or false: After the client has completed the eSignature ceremony, the document pending receipt task will show as complete.

How many possible Account level errors could appear after clicking submit and the account opening task fails?

After logging into the Home Office version of eQuipt, what is the first screen that will display?

What does the advisor click on to establish a new account, once all the required fields are complete?

How many steps does the advisor have to complete in order, for the recommendation and account opening process (workflow) to be completed?