Which of the following scenarios would you send the Over 50k fax to - ProProfs
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Which of the following scenarios would you send the Over 50k fax to the advisor?



A. Transfer for a total of $13,687.98 with a Waddell & Reed advisor
B. Transfer for a total of $105,865.51 with a 3rd party advisor
C. Transfer for a total of $78,347.18 with a Waddell & Reed advisor
D. Transfer for a total of $87,384.68 with on a CAST advisor

This question is part of Transfer Quiz
Asked by Jkeslar on Mar 29, 2019

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1 Answer

jkeslar

Jkeslar

Answered on Mar 29, 2019

Transfer for a total of $78,347.18 with a Waddell & Reed advisor

The over 50k fax is only sent to a Waddell & Reed advisor and only when the amount transferred is greater than $50,000.00.
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