ONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)APPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONSCHWABMOBILETHE"SERVICE"TABCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSTHEY WILLNEED TOREESTABLISHTHESEEARMARKSAUGUST21, 2023SCHWABUSES 8DIGITS,WHILE TDUSED 9SCHWABALLIANCEE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #LABORDAYWEEKEND60DAYSAUGUST29, 202328DAYSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSTACY ORCOURTNEYSEPTEMBER5, 2023SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITY90DAYSSET UPADVISORCLIENTCREDENTIALS4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS8:30 PM ETONSEPTEMBER1, 2023SCHWABSTATEMENTSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)APPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONSCHWABMOBILETHE"SERVICE"TABCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSTHEY WILLNEED TOREESTABLISHTHESEEARMARKSAUGUST21, 2023SCHWABUSES 8DIGITS,WHILE TDUSED 9SCHWABALLIANCEE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #LABORDAYWEEKEND60DAYSAUGUST29, 202328DAYSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSTACY ORCOURTNEYSEPTEMBER5, 2023SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITY90DAYSSET UPADVISORCLIENTCREDENTIALS4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS8:30 PM ETONSEPTEMBER1, 2023SCHWABSTATEMENTS

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