ONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)THE"SERVICE"TABAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONTHEY WILLNEED TOREESTABLISHTHESEEARMARKS60DAYSAUGUST21, 2023SCHWABSTATEMENTSSCHWABALLIANCE90DAYSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATION4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS28DAYSAUGUST29, 2023LABORDAYWEEKENDCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSSCHWABUSES 8DIGITS,WHILE TDUSED 9E-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSEPTEMBER5, 20238:30 PM ETONSEPTEMBER1, 2023SET UPADVISORCLIENTCREDENTIALSSCHWABMOBILESTACY ORCOURTNEYSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)THE"SERVICE"TABAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONTHEY WILLNEED TOREESTABLISHTHESEEARMARKS60DAYSAUGUST21, 2023SCHWABSTATEMENTSSCHWABALLIANCE90DAYSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATION4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS28DAYSAUGUST29, 2023LABORDAYWEEKENDCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSSCHWABUSES 8DIGITS,WHILE TDUSED 9E-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSEPTEMBER5, 20238:30 PM ETONSEPTEMBER1, 2023SET UPADVISORCLIENTCREDENTIALSSCHWABMOBILESTACY ORCOURTNEYSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITY

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