Do NotBillInstitutionalTieredScheduleDOLPaperworkProvidedAddCheckwritingQuantinnoAccountSchwabAccountNewRolloverIRAAdd Choreoto existingFidelityAccountNewTrustAccountAdd Choreoto existingSchwabAccountChoreoTieredScheduleNew non-managed/ARaccountNon-TransferrableAssetNewOrganizationAccountSpiderRockAccountFlatFeeNewIndividualTODNuveenAccountQuACRequestNewEstateAccountNewRothIRATaskmarkedas HighPriorityFidelityAccountSmartleafAccountDo NotBillInstitutionalTieredScheduleDOLPaperworkProvidedAddCheckwritingQuantinnoAccountSchwabAccountNewRolloverIRAAdd Choreoto existingFidelityAccountNewTrustAccountAdd Choreoto existingSchwabAccountChoreoTieredScheduleNew non-managed/ARaccountNon-TransferrableAssetNewOrganizationAccountSpiderRockAccountFlatFeeNewIndividualTODNuveenAccountQuACRequestNewEstateAccountNewRothIRATaskmarkedas HighPriorityFidelityAccountSmartleafAccount

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