SET UPADVISORCLIENTCREDENTIALSSTACY ORCOURTNEYTHE"SERVICE"TABAUGUST21, 2023SEPTEMBER5, 2023E-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSCHWABALLIANCE28DAYSSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYSCHWABSTATEMENTSSCHWABMOBILETHEY WILLNEED TOREESTABLISHTHESEEARMARKSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONAUGUST29, 2023CLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTS8:30 PM ETONSEPTEMBER1, 2023UPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #90DAYSSCHWABUSES 8DIGITS,WHILE TDUSED 9LABORDAYWEEKENDAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITION60DAYSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSSET UPADVISORCLIENTCREDENTIALSSTACY ORCOURTNEYTHE"SERVICE"TABAUGUST21, 2023SEPTEMBER5, 2023E-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSCHWABALLIANCE28DAYSSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYSCHWABSTATEMENTSSCHWABMOBILETHEY WILLNEED TOREESTABLISHTHESEEARMARKSINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONAUGUST29, 2023CLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTS8:30 PM ETONSEPTEMBER1, 2023UPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #90DAYSSCHWABUSES 8DIGITS,WHILE TDUSED 9LABORDAYWEEKENDAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITION60DAYSONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONS

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.


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