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BofA > Safe Deposit Box > Flashcards

Safe Deposit Box Flashcards

1
Q

Requirements

A 
18 years old
Relationship client
- deposit account (checking, savings, CD)
- investment account
- IRA
- Loan
- Credit Card
- Mortgage
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2
Q

How do you enroll client?

A

Interact - under products tab

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BofA (24 decks)

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