Zks0 Week 1 Quiz

10 Questions
Data Quizzes & Trivia

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Questions and Answers
  • 1. 
    What is the name of the BETA screen that is used to inquire, add and update data feeds?
    • A. 

      ZMAN

    • B. 

      ZKS0

    • C. 

      AHIS

    • D. 

      REPS

  • 2. 
    What is the name of the BETA screen that is used to determine the name of a money manager on an advisory account?  
    • A. 

      ZMAN

    • B. 

      ZKS0

    • C. 

      AHIS

    • D. 

      REPS

  • 3. 
    What BETA screen is the best one to check for the name, address, and phone number of the Financial Advisor (FA) on an account?
    • A. 

      ACCT

    • B. 

      REPS

    • C. 

      ZKS0

    • D. 

      ZMAN

  • 4. 
    What BETA screen is best used to check the basic information on an account (name, address, subfirm, type 4C/5B, last statement date, MANO managed code, etc)?
    • A. 

      ACCT

    • B. 

      REPS

    • C. 

      ZKS0

    • D. 

      ZMAN

  • 5. 
    What BETA screen is best to check to see if account has any security position holdings?
    • A. 

      ACCT

    • B. 

      REPS

    • C. 

      VALU

    • D. 

      ZKS0

  • 6. 
    Which of the following is NOT a data feed format sent from WFA?
    • A. 

      Advent

    • B. 

      Generic

    • C. 

      Centerpiece/Portfolio

    • D. 

      FundSource

  • 7. 
    What are the advisory Masters Program mano codes?
    • A. 

      14, 15

    • B. 

      33

    • C. 

      10, 11, 12, 18

    • D. 

      905

  • 8. 
    What are the Private Advisor Network (PAN) mano codes?
    • A. 

      14, 15

    • B. 

      33

    • C. 

      10, 11, 12, 18

    • D. 

      905

  • 9. 
    What advisory program most often request data feed setups?
    • A. 

      Masters Program

    • B. 

      Private Advisor Network (PAN)

    • C. 

      FundSource Program

    • D. 

      Asset Advisor Program

  • 10. 
    MATCH the related items.  What is a useful Rule of Thumb matching to identify for UID code whether it is WFA or FCCS? 
    • A. UID CCGxxxx
    • A.
    • B. UID PCGxxxx
    • B.