Sunday, October 8, 2017

E Trade Chat

Question:
Hi,
John H:
Thank you for contacting E*TRADE. My name is John H. I will be happy to assist you today.
hemal shah:
hi
John H:
Hi Hermal
John H:
How can I help you today?
hemal shah:
i trying to create account trading and investing and i stuck on tell us about you affiliations section
John H:
Sounds good
hemal shah:
what i have to do here
John H:
Which questions can I clarify for you?
hemal shah:
i selected total net worth after this what is next step what i have to select
John H:
Make the other selections then press the continue button
hemal shah:
check above "Tell us about your Affiliations" i cannot available to "continue"
John H is requesting to view the desktop on this computer. If accepted, the agent will be able to view, but not control, this computer. Click Allow or Deny John H:
Please share your screen with me
hemal shah:
did i have to select " IRS Form W-9 " section
hemal shah:
Tell us about your affiliations
IRS Form W-9
In addition, by checking the box, you will be overwriting the following statement that appears in the agreement: "I have been notified by the IRS that I am subject to backup withholding."
hemal shah:
IRS Form W-9
In addition, by checking the box, you will be overwriting the following statement that appears in the agreement: "I have been notified by the IRS that I am subject to backup withholding."
hemal shah:
'
John H:
Hermal can you please share your screen with me?
hemal shah:
how?
John H:
From the information you provided you left a few places unchecked or unanswered
John H:
Above I sent you an invitation
John H:
You can also scroll down, and click on " Screen Share"
John H:
This will give me a code
hemal shah:
wait i will do it few second

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