LABORDAYWEEKENDSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYSTACY ORCOURTNEYSCHWABMOBILE4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)SCHWABALLIANCEAUGUST21, 2023THE"SERVICE"TAB8:30 PM ETONSEPTEMBER1, 202390DAYSE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITION28DAYS60DAYSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSSCHWABUSES 8DIGITS,WHILE TDUSED 9AUGUST29, 2023SEPTEMBER5, 2023SCHWABSTATEMENTSSET UPADVISORCLIENTCREDENTIALSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #THEY WILLNEED TOREESTABLISHTHESEEARMARKSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONLABORDAYWEEKENDSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYSTACY ORCOURTNEYSCHWABMOBILE4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)SCHWABALLIANCEAUGUST21, 2023THE"SERVICE"TAB8:30 PM ETONSEPTEMBER1, 202390DAYSE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITION28DAYS60DAYSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSSCHWABUSES 8DIGITS,WHILE TDUSED 9AUGUST29, 2023SEPTEMBER5, 2023SCHWABSTATEMENTSSET UPADVISORCLIENTCREDENTIALSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #THEY WILLNEED TOREESTABLISHTHESEEARMARKSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATION

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