This bingo card has a free space and 24 words: WD over $25K, Investment change, "What happens if we don't use all the money?", Someone calls faxing outdated, Rollover/fund transfer questions, WD under $300, Contribution any amount, Refer the caller to a tax pro, Unlock online access, Questions about investments, Fax number only, "What are qualified expenses?", "Your password requirements are too hard", WD to school, Call under 2 minutes, Need to ask CSP Approvals, AO, bene and Advisor all live in same state, Wrong website (i.e. Nest Direct Vs. Advisor), "What's the tax deduction limit?", Call over 14 minutes, "Can I place you on a brief hold?", Someone other than the AO/rep calls, AO address update and Account over $100k.
Team David Call Bingo 2 | #DulinHardThings | Advisor Call | Fidelity Bingo 6/17-6/21 | Maintenance 1-39
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