DOLPaperworkProvidedQuACRequestNewOrganizationAccountSpiderRockAccountFidelityAccountAdd Choreoto existingFidelityAccountNewEstateAccountNewRothIRATaskmarkedas HighPriorityNuveenAccountAddCheckwritingNewTrustAccountNon-TransferrableAssetNew non-managed/ARaccountAdd Choreoto existingSchwabAccountDo NotBillFlatFeeInstitutionalTieredScheduleNewIndividualTODSchwabAccountChoreoTieredScheduleQuantinnoAccountSmartleafAccountNewRolloverIRADOLPaperworkProvidedQuACRequestNewOrganizationAccountSpiderRockAccountFidelityAccountAdd Choreoto existingFidelityAccountNewEstateAccountNewRothIRATaskmarkedas HighPriorityNuveenAccountAddCheckwritingNewTrustAccountNon-TransferrableAssetNew non-managed/ARaccountAdd Choreoto existingSchwabAccountDo NotBillFlatFeeInstitutionalTieredScheduleNewIndividualTODSchwabAccountChoreoTieredScheduleQuantinnoAccountSmartleafAccountNewRolloverIRA

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