This bingo card has a free space and 24 words: Performed a redemption from a taxable account, Performed an exchange, Got a referral, Sent a client a DocuSign, Transferred to wise, Performed a redemption, Walked a client through how to login online, Performed a redemption with withholding, Performed a redemption, Created an LE case, Sent a client the IRA MFNAF via DocuSign, Accepted a next best action for a client, Added a bank, Used WebView, Performed a redemption, Performed a redemption from a TRAD IRA, Created a work item, Sent a check express, Performed an I Class Conversion, Opened a new fund, Answered a question regarding tax forms, Read third party disclosure, Transferred to CE and Performed a redemption.
⚠ This card has duplicate items: Performed a redemption (4)
BILLING | BILLING | Turning Point Telework | National Payroll Week 2021 | Mardi Gras Bingo
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