SpiderRockAccountNon-TransferrableAssetNewTrustAccountChoreoTieredScheduleFlatFeeDo NotBillSmartleafAccountNewRolloverIRAInstitutionalTieredScheduleQuACRequestNewIndividualTODSchwabAccountNewOrganizationAccountAdd Choreoto existingSchwabAccountTaskmarkedas HighPriorityDOLPaperworkProvidedNewEstateAccountAdd Choreoto existingFidelityAccountAddCheckwritingNewRothIRANew non-managed/ARaccountQuantinnoAccountFidelityAccountNuveenAccountSpiderRockAccountNon-TransferrableAssetNewTrustAccountChoreoTieredScheduleFlatFeeDo NotBillSmartleafAccountNewRolloverIRAInstitutionalTieredScheduleQuACRequestNewIndividualTODSchwabAccountNewOrganizationAccountAdd Choreoto existingSchwabAccountTaskmarkedas HighPriorityDOLPaperworkProvidedNewEstateAccountAdd Choreoto existingFidelityAccountAddCheckwritingNewRothIRANew non-managed/ARaccountQuantinnoAccountFidelityAccountNuveenAccount

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.


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