ChoreoTieredScheduleDo NotBillNewIndividualTODTaskmarkedas HighPriorityQuACRequestNuveenAccountInstitutionalTieredScheduleAddCheckwritingNew non-managed/ARaccountNewOrganizationAccountNon-TransferrableAssetNewTrustAccountSmartleafAccountQuantinnoAccountFidelityAccountSchwabAccountNewRothIRAAdd Choreoto existingSchwabAccountNewEstateAccountDOLPaperworkProvidedSpiderRockAccountFlatFeeNewRolloverIRAAdd Choreoto existingFidelityAccountChoreoTieredScheduleDo NotBillNewIndividualTODTaskmarkedas HighPriorityQuACRequestNuveenAccountInstitutionalTieredScheduleAddCheckwritingNew non-managed/ARaccountNewOrganizationAccountNon-TransferrableAssetNewTrustAccountSmartleafAccountQuantinnoAccountFidelityAccountSchwabAccountNewRothIRAAdd Choreoto existingSchwabAccountNewEstateAccountDOLPaperworkProvidedSpiderRockAccountFlatFeeNewRolloverIRAAdd Choreoto existingFidelityAccount

Onboarding - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Choreo Tiered Schedule
  2. Do Not Bill
  3. New Individual TOD
  4. Task marked as High Priority
  5. QuAC Request
  6. Nuveen Account
  7. Institutional Tiered Schedule
  8. Add Checkwriting
  9. New non-managed/AR account
  10. New Organization Account
  11. Non-Transferrable Asset
  12. New Trust Account
  13. Smartleaf Account
  14. Quantinno Account
  15. Fidelity Account
  16. Schwab Account
  17. New Roth IRA
  18. Add Choreo to existing Schwab Account
  19. New Estate Account
  20. DOL Paperwork Provided
  21. SpiderRock Account
  22. Flat Fee
  23. New Rollover IRA
  24. Add Choreo to existing Fidelity Account