INVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSCHWABMOBILEE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSAUGUST21, 2023SET UPADVISORCLIENTCREDENTIALSSCHWABALLIANCESCHWABSTATEMENTSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTS60DAYSAUGUST29, 2023SCHWABUSES 8DIGITS,WHILE TDUSED 9STACY ORCOURTNEYTHEY WILLNEED TOREESTABLISHTHESEEARMARKS4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #90DAYSSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONSEPTEMBER5, 20238:30 PM ETONSEPTEMBER1, 2023ONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)LABORDAYWEEKEND28DAYSTHE"SERVICE"TABINVESTMENTS,CASHBALANCES,PREFERENCES,ACCTINFORMATIONSCHWABMOBILEE-APPROVALS,CUSTOMIZED VIEWTYPES, 1 LOGINFOR ALL ACCOUNTTYPES, CLIENTCONTROLLEDVIEW ONLYACCESSAUGUST21, 2023SET UPADVISORCLIENTCREDENTIALSSCHWABALLIANCESCHWABSTATEMENTSCLIENTS WILLHAVE AN ALL-IN-ONE VIEWOF THEIRSCHWABACCOUNTS60DAYSAUGUST29, 2023SCHWABUSES 8DIGITS,WHILE TDUSED 9STACY ORCOURTNEYTHEY WILLNEED TOREESTABLISHTHESEEARMARKS4 YRS OF ACCTHISTROY, 10 YRSACCTSTATEMENTS, 7YRS TAX DOCS, 2YRS TRADECONFIRMATIONSUPDATE THEINSTRUCTIONSWITH THEIRNEW SCHWABACCT #90DAYSSCHWAB WILLCOVER LOSSES INANY OF OURCLIENTS SCHWABACCOUNTS DUE TOUNAUTHORIZEDACTIVITYAPPROXIMATELY2-4 WEEKSBEFORE THETRANSITIONSEPTEMBER5, 20238:30 PM ETONSEPTEMBER1, 2023ONE SETFROM TDAIAND ONE SETFROMSCHWAB (2TOTAL)LABORDAYWEEKEND28DAYSTHE"SERVICE"TAB

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