FAQs Archive - G.A. Repple

Q: Is there a fee to receive a wire?

National does not charge a fee to receive a wire, however, the delivering bank may.

Q: Is there a fee to send a Wire?

Yes, there is a $15.00 wire fee

Q: How can I see if my client has an EFT on file?

You can see this in Wealthscape under Service – Money Movement – Integrated Cashiering Platform (ICP) – Features – Standing Instructions

Q: Are there any features offered on a client’s account?

Yes, there are 2 Cash Management options a client can utilize. Select Access Cash Management Premier Access Cash Management (Fee applies) Please see brochures for details on each.

Q: My client does not have Power of Attorney but wants to grant access of their account to a family/friend, can this be done?

Yes, the client can complete the Trading and Money Movement Authorization Non-retirement form or the PS IRA Trading and Money Movement Authorization form. NOTE : company policy requires this form to be Notarized.

My client does not have Power of Attorney but wants to grant access of their account to a family/friend, can this be done?

Zach Gould2024-09-16T16:01:45-04:00September 16, 2024|

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FAQs

What is the cost to send a check overnight to a client?

Is there a fee to receive a wire?

Is there a fee to send a Wire?

How can I see if my client has an EFT on file?

Are there any features offered on a client’s account?

My client does not have Power of Attorney but wants to grant access of their account to a family/friend, can this be done?

Contact Us Today!

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