Add Choreoto existingFidelityAccountNuveenAccountNew non-managed/ARaccountInstitutionalTieredScheduleDo NotBillAdd Choreoto existingSchwabAccountNon-TransferrableAssetNewEstateAccountQuACRequestTaskmarkedas HighPriorityNewTrustAccountSchwabAccountNewRolloverIRANewIndividualTODNewOrganizationAccountSmartleafAccountSpiderRockAccountQuantinnoAccountChoreoTieredScheduleFidelityAccountNewRothIRAFlatFeeDOLPaperworkProvidedAddCheckwritingAdd Choreoto existingFidelityAccountNuveenAccountNew non-managed/ARaccountInstitutionalTieredScheduleDo NotBillAdd Choreoto existingSchwabAccountNon-TransferrableAssetNewEstateAccountQuACRequestTaskmarkedas HighPriorityNewTrustAccountSchwabAccountNewRolloverIRANewIndividualTODNewOrganizationAccountSmartleafAccountSpiderRockAccountQuantinnoAccountChoreoTieredScheduleFidelityAccountNewRothIRAFlatFeeDOLPaperworkProvidedAddCheckwriting

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