What paperwork do I submit to Schwab if I used OAO to complete the application but didn’t receive an account number?
If you partially or fully completed the application using OAO but didn’t click submit to receive an account number, you should submit all pages of the application, including the barcode page. If you haven’t clicked submit, the data you’ve entered in OAO is stored in the barcode, and we’ll need it to process your application as quickly and accurately as possible.
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