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It happened with Schwab. I've enabled option trading in one of my accounts and got a call from Schwab, asking to authenticate me. I told them I couldn't trust it's a legit call; give me a number and case number and I'd call back.


It gets fun being on a 3-way call with bank M, talking to a Schwab rep for verification and trying to explain why Schwab uses a Chase account number.




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