THE"SERVICE"TABSET UPADVISORCLIENTCREDENTIALS90DAYSSEPTEMBER5, 2023INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSSCHWABALLIANCE4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONAUGUST29, 2023AUGUST21, 2023ONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)28DAYSLABORDAYWEEKENDUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSCHWABSTATEMENTSSCHWABMOBILETHEY WILLNEED TOREESTABLISHTHESEEARMARKSSCHWABUSES 8DIGITS,WHILE TDUSED 960DAYS8:30 PM ETONSEPTEMBER1, 2023STACY ORCOURTNEYTHE"SERVICE"TABSET UPADVISORCLIENTCREDENTIALS90DAYSSEPTEMBER5, 2023INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTSSCHWABALLIANCE4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONAUGUST29, 2023AUGUST21, 2023ONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)28DAYSLABORDAYWEEKENDUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #SCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSSCHWABSTATEMENTSSCHWABMOBILETHEY WILLNEED TOREESTABLISHTHESEEARMARKSSCHWABUSES 8DIGITS,WHILE TDUSED 960DAYS8:30 PM ETONSEPTEMBER1, 2023STACY ORCOURTNEY

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