FidelityAccountDo NotBillQuantinnoAccountFlatFeeAdd Choreoto existingSchwabAccountNewOrganizationAccountNewRothIRAQuACRequestNuveenAccountNewIndividualTODNewTrustAccountSpiderRockAccountTaskmarkedas HighPriorityAddCheckwritingSchwabAccountChoreoTieredScheduleNew non-managed/ARaccountNewEstateAccountNon-TransferrableAssetAdd Choreoto existingFidelityAccountSmartleafAccountDOLPaperworkProvidedInstitutionalTieredScheduleNewRolloverIRAFidelityAccountDo NotBillQuantinnoAccountFlatFeeAdd Choreoto existingSchwabAccountNewOrganizationAccountNewRothIRAQuACRequestNuveenAccountNewIndividualTODNewTrustAccountSpiderRockAccountTaskmarkedas HighPriorityAddCheckwritingSchwabAccountChoreoTieredScheduleNew non-managed/ARaccountNewEstateAccountNon-TransferrableAssetAdd Choreoto existingFidelityAccountSmartleafAccountDOLPaperworkProvidedInstitutionalTieredScheduleNewRolloverIRA

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