INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSET UPADVISORCLIENTCREDENTIALSSTACY ORCOURTNEYAUGUST21, 2023E-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESS8:30 PM ETONSEPTEMBER1, 202360DAYSTHEY WILLNEED TOREESTABLISHTHESEEARMARKS4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)THE"SERVICE"TABLABORDAYWEEKENDSCHWABSTATEMENTSSCHWABALLIANCESCHWABMOBILEAUGUST29, 2023SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITION90DAYSSCHWABUSES 8DIGITS,WHILE TDUSED 9SEPTEMBER5, 202328DAYSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSET UPADVISORCLIENTCREDENTIALSSTACY ORCOURTNEYAUGUST21, 2023E-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESS8:30 PM ETONSEPTEMBER1, 202360DAYSTHEY WILLNEED TOREESTABLISHTHESEEARMARKS4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)THE"SERVICE"TABLABORDAYWEEKENDSCHWABSTATEMENTSSCHWABALLIANCESCHWABMOBILEAUGUST29, 2023SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITION90DAYSSCHWABUSES 8DIGITS,WHILE TDUSED 9SEPTEMBER5, 202328DAYSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #

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