This bingo card has a free space and 24 words: Update PWS in Salesforce, Walk through online trade, Go extra mile with Address change, Setup EFT online, Update Phone # when not on file, Discuss Debit Card, Give a quote, Show client cash avail feature on Fid.com, Discuss Bene information, Discuss advantage of CMA, Enroll client in MyVoice, Discuss check writing, Set Up PWS Plan, Setup Bank Wire online, Set up Automatic Invest Plan, Discuss Bill Pay Feature, Password Reset, Help Setup an Alert, Get Phone # at beginning of call, Process a 529 Distribution, Discuss RMD, Discuss mobile check deposit, Discuss Hiding Closed accounts and Confirm address if not updated in while.
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