Which of the following scenarios would you send the Over 50k fax to - ProProfs Discuss
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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, Last updated: Jan 25, 2020

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jkeslar

Jkeslar

Answered 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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