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Category: IRAs

How does the Customer Success (CX) team receive Fee Waiver requests?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Complaints, Account Maintenance, IRAs, Web Admin, MaxMyInterest, Fee Waiver
email, OLB, Web Admin, Online Banking Portal, phone, CX Team, ustomer Success, Fee Waiver

How do the CX Team track and document the client’s fee waiver request?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Complaints, Account Maintenance, IRAs, Hubspot, MaxMyInterest, Fee Waiver
hubspot, Request, fee, document, fee wavier, track, wavier, fee waiver request, CX Team

What services will acquire a fee upon the client’s request?

September 23, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Complaints, IRAs, MaxMyInterest, Fee Waiver
Garnishments, Expedited Debit Card, Account Reconciliation, Stop Payment, services, fee, Account Research, Wire Transfer Outgoing Foreign, Legal Levies, Wire Transfer Outgoing Domestic, Dormant Account

What are the monthly maintenance fees for all accounts?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Account Maintenance, IRAs, MaxMyInterest
Fees, Accounts, monthly, monthly maintenance fees

What are the different statuses of an application?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, IRAs, Mantl, CDs, New Applicant
Application status

What account types are not able to be opened with Quontic Bank?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, IRAs, New Applicant
IRA account opening, POA accounts, Minor Accounts, Trust Account opening, Conservator Account, Guardianship Accounts, Business accounts.

What types of Individual Retirement Accounts (IRA) did Quontic have?

September 21, 2022
September 21, 2022
Customer Experience, Standard Operating Procedures, IRAs
IRA, Individual retirement account, Roth IRA, Traditional IRA

What is the Required Minimum Distribution (RMD) for IRA?

September 21, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, IRAs
IRA, Individual retirement account, RMD, Required minimum distribution

Can customers ask for withdrawals from there Individual Retirement Account (IRA)?

September 21, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, IRAs
IRA, Individual retirement account

What are the terms of an Individual Retirement Account (IRA)?

September 21, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, IRAs
IRA, Individual retirement account
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