This bingo card has a free space and 24 words: LABOR DAY WEEKEND, 90 DAYS, 60 DAYS, 28 DAYS, AUGUST 21, 2023, AUGUST 29, 2023, 8:30 PM ET ON SEPTEMBER 1, 2023, THE "SERVICE" TAB, SET UP ADVISORCLIENT CREDENTIALS, SEPTEMBER 5, 2023, SCHWAB MOBILE, SCHWAB USES 8 DIGITS, WHILE TD USED 9, SCHWAB ALLIANCE, ONE SET FROM TDAI AND ONE SET FROM SCHWAB (2 TOTAL), STACY OR COURTNEY, SCHWAB STATEMENTS, UPDATE THE INSTRUCTIONS WITH THEIR NEW SCHWAB ACCT #, SCHWAB WILL COVER LOSSES IN ANY OF OUR CLIENTS SCHWAB ACCOUNTS DUE TO UNAUTHORIZED ACTIVITY, THEY WILL NEED TO REESTABLISH THESE EARMARKS, 4 YRS OF ACCT HISTROY, 10 YRS ACCT STATEMENTS, 7 YRS TAX DOCS, 2 YRS TRADE CONFIRMATIONS, APPROXIMATELY 2-4 WEEKS BEFORE THE TRANSITION, CLIENTS WILL HAVE AN ALL-IN-ONE VIEW OF THEIR SCHWAB ACCOUNTS, INVESTMENTS, CASH BALANCES, PREFERENCES, ACCT INFORMATION and E-APPROVALS, CUSTOMIZED VIEW TYPES, 1 LOGIN FOR ALL ACCOUNT TYPES, CLIENT CONTROLLED VIEW ONLY ACCESS.
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