The A.G. Edwards and Wachovia Securities account integration

16 February 2009

The A.G. Edwards and Wachovia Securities account integration is complete.
If you have converted your A.G. Edwards online access to Wachovia Securities' Access Online, you will be able to log in to Access Online to view all of your account balances and positions.


29/1/2009
New enrollments into former A.G. Edwards client account access service and online bill pay will no longer be accepted.


Conversion From A.G. Edwards' Client Account Access to Access Online

Clients who currently use A.G. Edwards client account access service will convert to Wachovia Securities' Access Online ("Access Online"). From Feb. 10 - April 30, when you log in to client account access, you will be given the opportunity to go through an easy, online conversion process that will establish your user ID (user name) and password for Access Online.


2/10/2009 to 4/30/2009
Take Action:
Convert your A.G. Edwards online access and online bill pay account(s) to Wachovia Securities' Access Online.

2/18/2009 to 4/30/2009

Take Action:
If you use personal financial management software, such as Quicken® or Microsoft® Money, you will need to transition your importing capabilities from A.G. Edwards to Wachovia Securities.

3/31/2009 to 4/30/2009

You will no longer be able to go to client account access, although you will still be able to convert your A.G. Edwards online access to Access Online. In addition, you will still be able to import former A.G. Edwards account data into Quicken®, Microsoft® Money and TurboTax®.

http://www.wachoviasecurities.com/ws/changes.html