Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timelines, setting up non-ACAT transfers (Fund/SERV, DTC free delivery, physical certificates), processing internal journal entries, handling retirement rollovers or Roth conversions with…
Install
The individual skill folder is not confirmed. This command opens the repository’s skill selector; follow the upstream instructions.
skills CLI
npx skills add JoelLewis/finance_skills