New non-managed/ARaccountFlatFeeNewTrustAccountSmartleafAccountAdd Choreoto existingSchwabAccountTaskmarkedas HighPriorityAdd Choreoto existingFidelityAccountChoreoTieredScheduleAddCheckwritingDo NotBillQuantinnoAccountFidelityAccountSpiderRockAccountDOLPaperworkProvidedNon-TransferrableAssetNewOrganizationAccountNewEstateAccountNewRolloverIRANuveenAccountNewRothIRAQuACRequestSchwabAccountInstitutionalTieredScheduleNewIndividualTODNew non-managed/ARaccountFlatFeeNewTrustAccountSmartleafAccountAdd Choreoto existingSchwabAccountTaskmarkedas HighPriorityAdd Choreoto existingFidelityAccountChoreoTieredScheduleAddCheckwritingDo NotBillQuantinnoAccountFidelityAccountSpiderRockAccountDOLPaperworkProvidedNon-TransferrableAssetNewOrganizationAccountNewEstateAccountNewRolloverIRANuveenAccountNewRothIRAQuACRequestSchwabAccountInstitutionalTieredScheduleNewIndividualTOD

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