Check forAdditionalNeedsUseLearningCenter w/ClientAdd Beneor TrustedcontactHave aTaxConvoHelpEstablishMoneylinkReinvest/ChangeDividendElectionsEmailFollow-upDe-escalatea ChatRecognizea Life-eventAsk 2+Questionsin a ChatHandle aSpecializedChatClientUses YourNameEnroll inPaperlessDeliveryOne-chatresolutionResolveCVRCIssueDiscussTWESign upfor OTUse thegroupchatsCreateand Sharea KBAEntera LeadSendword/Appreciatea PeerCSG/FeeReversalOwnershipStatementTake 3Chats atOnceStandwhile youWorkLeverageSecureMessageEnable3rd PartyAccessDropBreadCrumbsAppreciatea ClientCheck forAdditionalNeedsUseLearningCenter w/ClientAdd Beneor TrustedcontactHave aTaxConvoHelpEstablishMoneylinkReinvest/ChangeDividendElectionsEmailFollow-upDe-escalatea ChatRecognizea Life-eventAsk 2+Questionsin a ChatHandle aSpecializedChatClientUses YourNameEnroll inPaperlessDeliveryOne-chatresolutionResolveCVRCIssueDiscussTWESign upfor OTUse thegroupchatsCreateand Sharea KBAEntera LeadSendword/Appreciatea PeerCSG/FeeReversalOwnershipStatementTake 3Chats atOnceStandwhile youWorkLeverageSecureMessageEnable3rd PartyAccessDropBreadCrumbsAppreciatea Client

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