FlatFeeChoreoTieredScheduleFidelityAccountNewIndividualTODTaskmarkedas HighPriorityNewTrustAccountQuACRequestSpiderRockAccountNew non-managed/ARaccountAdd Choreoto existingFidelityAccountQuantinnoAccountSmartleafAccountInstitutionalTieredScheduleNewRothIRADo NotBillNon-TransferrableAssetNewRolloverIRAAdd Choreoto existingSchwabAccountAddCheckwritingNewEstateAccountSchwabAccountNewOrganizationAccountNuveenAccountDOLPaperworkProvidedFlatFeeChoreoTieredScheduleFidelityAccountNewIndividualTODTaskmarkedas HighPriorityNewTrustAccountQuACRequestSpiderRockAccountNew non-managed/ARaccountAdd Choreoto existingFidelityAccountQuantinnoAccountSmartleafAccountInstitutionalTieredScheduleNewRothIRADo NotBillNon-TransferrableAssetNewRolloverIRAAdd Choreoto existingSchwabAccountAddCheckwritingNewEstateAccountSchwabAccountNewOrganizationAccountNuveenAccountDOLPaperworkProvided

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