HelpEstablishMoneylinkUseLearningCenter w/ClientDe-escalatea ChatCheck forAdditionalNeedsDropBreadCrumbsHave aTaxConvoEmailFollow-upAdd Beneor TrustedcontactEnroll inPaperlessDeliveryReinvest/ChangeDividendElectionsCreateand Sharea KBAEntera LeadDiscussTWEStandwhile youWorkOwnershipStatementHandle aSpecializedChatRecognizea Life-eventLeverageSecureMessageTake 3Chats atOnceSendword/Appreciatea PeerResolveCVRCIssueUse thegroupchatsAppreciatea ClientAsk 2+Questionsin a ChatEnable3rd PartyAccessSign upfor OTCSG/FeeReversalClientUses YourNameOne-chatresolutionHelpEstablishMoneylinkUseLearningCenter w/ClientDe-escalatea ChatCheck forAdditionalNeedsDropBreadCrumbsHave aTaxConvoEmailFollow-upAdd Beneor TrustedcontactEnroll inPaperlessDeliveryReinvest/ChangeDividendElectionsCreateand Sharea KBAEntera LeadDiscussTWEStandwhile youWorkOwnershipStatementHandle aSpecializedChatRecognizea Life-eventLeverageSecureMessageTake 3Chats atOnceSendword/Appreciatea PeerResolveCVRCIssueUse thegroupchatsAppreciatea ClientAsk 2+Questionsin a ChatEnable3rd PartyAccessSign upfor OTCSG/FeeReversalClientUses YourNameOne-chatresolution

eServices Bingo - 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. Help Establish Moneylink
  2. Use Learning Center w/ Client
  3. De-escalate a Chat
  4. Check for Additional Needs
  5. Drop Bread Crumbs
  6. Have a Tax Convo
  7. Email Follow-up
  8. Add Bene or Trusted contact
  9. Enroll in Paperless Delivery
  10. Reinvest/Change Dividend Elections
  11. Create and Share a KBA
  12. Enter a Lead
  13. Discuss TWE
  14. Stand while you Work
  15. Ownership Statement
  16. Handle a Specialized Chat
  17. Recognize a Life-event
  18. Leverage Secure Message
  19. Take 3 Chats at Once
  20. Send word/ Appreciate a Peer
  21. Resolve CVRC Issue
  22. Use the group chats
  23. Appreciate a Client
  24. Ask 2+ Questions in a Chat
  25. Enable 3rd Party Access
  26. Sign up for OT
  27. CSG/Fee Reversal
  28. Client Uses Your Name
  29. One-chat resolution