NewEstateAccountNewRothIRASchwabAccountChoreoTieredScheduleSmartleafAccountFlatFeeNewRolloverIRANuveenAccountFidelityAccountAdd Choreoto existingFidelityAccountNon-TransferrableAssetNewIndividualTODAdd Choreoto existingSchwabAccountSpiderRockAccountQuACRequestNewTrustAccountTaskmarkedas HighPriorityAddCheckwritingNew non-managed/ARaccountNewOrganizationAccountQuantinnoAccountDo NotBillDOLPaperworkProvidedInstitutionalTieredScheduleNewEstateAccountNewRothIRASchwabAccountChoreoTieredScheduleSmartleafAccountFlatFeeNewRolloverIRANuveenAccountFidelityAccountAdd Choreoto existingFidelityAccountNon-TransferrableAssetNewIndividualTODAdd Choreoto existingSchwabAccountSpiderRockAccountQuACRequestNewTrustAccountTaskmarkedas HighPriorityAddCheckwritingNew non-managed/ARaccountNewOrganizationAccountQuantinnoAccountDo NotBillDOLPaperworkProvidedInstitutionalTieredSchedule

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