THEY WILLNEED TOREESTABLISHTHESEEARMARKSAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONTHE"SERVICE"TABAUGUST29, 2023SCHWABMOBILESCHWABALLIANCECLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTS90DAYSSET UPADVISORCLIENTCREDENTIALSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #LABORDAYWEEKENDAUGUST21, 202360DAYSSCHWABSTATEMENTS28DAYSE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSCHWABUSES 8DIGITS,WHILE TDUSED 98:30 PM ETONSEPTEMBER1, 2023STACY ORCOURTNEY4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSEPTEMBER5, 2023THEY WILLNEED TOREESTABLISHTHESEEARMARKSAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONTHE"SERVICE"TABAUGUST29, 2023SCHWABMOBILESCHWABALLIANCECLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTS90DAYSSET UPADVISORCLIENTCREDENTIALSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #LABORDAYWEEKENDAUGUST21, 202360DAYSSCHWABSTATEMENTS28DAYSE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSCHWABUSES 8DIGITS,WHILE TDUSED 98:30 PM ETONSEPTEMBER1, 2023STACY ORCOURTNEY4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSEPTEMBER5, 2023

SCHWAB MERGER - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. THEY WILL NEED TO REESTABLISH THESE EARMARKS
  2. APPROXIMATELY 2-4 WEEKS BEFORE THE TRANSITION
  3. THE "SERVICE" TAB
  4. AUGUST 29, 2023
  5. SCHWAB MOBILE
  6. SCHWAB ALLIANCE
  7. CLIENTS WILL HAVE AN ALL-IN-ONE VIEW OF THEIR SCHWAB ACCOUNTS
  8. 90 DAYS
  9. SET UP ADVISORCLIENT CREDENTIALS
  10. UPDATE THE INSTRUCTIONS WITH THEIR NEW SCHWAB ACCT #
  11. LABOR DAY WEEKEND
  12. AUGUST 21, 2023
  13. 60 DAYS
  14. SCHWAB STATEMENTS
  15. 28 DAYS
  16. E-APPROVALS, CUSTOMIZED VIEW TYPES, 1 LOGIN FOR ALL ACCOUNT TYPES, CLIENT CONTROLLED VIEW ONLY ACCESS
  17. SCHWAB USES 8 DIGITS, WHILE TD USED 9
  18. 8:30 PM ET ON SEPTEMBER 1, 2023
  19. STACY OR COURTNEY
  20. 4 YRS OF ACCT HISTROY, 10 YRS ACCT STATEMENTS, 7 YRS TAX DOCS, 2 YRS TRADE CONFIRMATIONS
  21. ONE SET FROM TDAI AND ONE SET FROM SCHWAB (2 TOTAL)
  22. SCHWAB WILL COVER LOSSES IN ANY OF OUR CLIENTS SCHWAB ACCOUNTS DUE TO UNAUTHORIZED ACTIVITY
  23. INVESTMENTS, CASH BALANCES, PREFERENCES, ACCT INFORMATION
  24. SEPTEMBER 5, 2023