28DAYSSCHWABUSES 8DIGITS,WHILE TDUSED 94 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS90DAYSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #THE"SERVICE"TABSCHWABSTATEMENTSTHEY WILLNEED TOREESTABLISHTHESEEARMARKSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSTACY ORCOURTNEYSCHWABALLIANCESCHWABMOBILEE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSLABORDAYWEEKENDSEPTEMBER5, 20238:30 PM ETONSEPTEMBER1, 2023SET UPADVISORCLIENTCREDENTIALSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONAUGUST21, 202360DAYSAUGUST29, 202328DAYSSCHWABUSES 8DIGITS,WHILE TDUSED 94 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS90DAYSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #THE"SERVICE"TABSCHWABSTATEMENTSTHEY WILLNEED TOREESTABLISHTHESEEARMARKSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSTACY ORCOURTNEYSCHWABALLIANCESCHWABMOBILEE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSLABORDAYWEEKENDSEPTEMBER5, 20238:30 PM ETONSEPTEMBER1, 2023SET UPADVISORCLIENTCREDENTIALSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONAUGUST21, 202360DAYSAUGUST29, 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. 28 DAYS
  2. SCHWAB USES 8 DIGITS, WHILE TD USED 9
  3. 4 YRS OF ACCT HISTROY, 10 YRS ACCT STATEMENTS, 7 YRS TAX DOCS, 2 YRS TRADE CONFIRMATIONS
  4. 90 DAYS
  5. UPDATE THE INSTRUCTIONS WITH THEIR NEW SCHWAB ACCT #
  6. THE "SERVICE" TAB
  7. SCHWAB STATEMENTS
  8. THEY WILL NEED TO REESTABLISH THESE EARMARKS
  9. CLIENTS WILL HAVE AN ALL-IN-ONE VIEW OF THEIR SCHWAB ACCOUNTS
  10. INVESTMENTS, CASH BALANCES, PREFERENCES, ACCT INFORMATION
  11. STACY OR COURTNEY
  12. SCHWAB ALLIANCE
  13. SCHWAB MOBILE
  14. E-APPROVALS, CUSTOMIZED VIEW TYPES, 1 LOGIN FOR ALL ACCOUNT TYPES, CLIENT CONTROLLED VIEW ONLY ACCESS
  15. LABOR DAY WEEKEND
  16. SEPTEMBER 5, 2023
  17. 8:30 PM ET ON SEPTEMBER 1, 2023
  18. SET UP ADVISORCLIENT CREDENTIALS
  19. ONE SET FROM TDAI AND ONE SET FROM SCHWAB (2 TOTAL)
  20. SCHWAB WILL COVER LOSSES IN ANY OF OUR CLIENTS SCHWAB ACCOUNTS DUE TO UNAUTHORIZED ACTIVITY
  21. APPROXIMATELY 2-4 WEEKS BEFORE THE TRANSITION
  22. AUGUST 21, 2023
  23. 60 DAYS
  24. AUGUST 29, 2023