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Reported Caller Name: Charles Schwab
Hello Mr. Baker this is Molly Mahoney calling from Charles Schwab on a recorded line. I am calling regarding the estate of Sharon Baker. I wanted to let you know that I have received your documents and we'll begin processing as the conversion of your joint account into the trust this afternoon. However I do need to speak with you regarding her IRA assets. If you would please give me a call when you have a few moments. My phone number is 888-297-0244 ext. 4704 four. When you get when you call if you get my voicemail please leave a message with the best time for me to return your call. I look forward to speaking with you.
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A YouMail subscriber

9/10/19, 11:22 PM

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Hello this message is for Mr. David Bradway my name is Mohammed and I'm calling you from Charles Schwab in El Paso Texas regarding the application you had recently sent about that we do have some questions for you about this application so please call us back at 800-472-9813. Again our phone number is 800-472-9813. If I happen to be unavailable any other agent will be glad to assist. When calling back please provide reference ID N as in Nancy a as in apple 103-7636. Again your reference ID is N as in Nancy a as in apple 103-7636. We will go ahead and keep your request open for the next seven business days. Thank you so much for choosing Schwab. You have a wonderful day.
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4/24/19, 1:15 PM

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Charles Schwab
Reported Caller Name: Charles Schwab
Hello Mr. King this is Alex from Charles Schwab. Just wanted to reach out to to thank you for the survey left us and I want the opportunity to hear any additional feedback on this will be the last time to give you a call but if you get a chance feel free to give us a call back at 877-535-3994. Once again the number is 877-535-3994. Thank you bye bye.
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pacnw

2/22/18, 3:52 PM

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Reported Caller Name: Charles Schwab
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J

11/8/19, 9:55 AM

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Abc

8/22/19, 10:41 AM

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