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Can OptumHealth Bank Customer Service Representatives initiate mutual fund buy or sell transactions on behalf of account holders or provide investment advice?

April 26, 2017Bank behalf buy customer service initiate mutual fund optumhealth Representatives sell transactions

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Can OptumHealth Bank Customer Service Representatives initiate mutual fund buy or sell transactions on behalf of account holders or provide investment advice?

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A. No, these representatives are not permitted to address specific questions about the funds or provide any investment advice. Only the account holder can initiate mutual fund transactions.