Margin interest rate Explain stock settlement Name usage Travel Notice Update address Cash products interest rates Mutual fund settlement Use Margin group chat Steps for TOA 1 chat resolution Life event Reinvest Online trade Remove CVRC restriction Complaint Additional needs check eDelivery Triple Chat RLST Remove M restriction Ownership statement RGEN Comtrack Tax Withholding Elections OT Submit a lead 401k rollover Journal Update IRA bene online SendWord Forms Library POA Stand and work Follow Up w/ client IPO IWIN link Disclaimer De- escalate CSG Enable 3rd party access KBA Tax forms Open account Client Feedback Learning Center Margin interest rate Explain stock settlement Name usage Travel Notice Update address Cash products interest rates Mutual fund settlement Use Margin group chat Steps for TOA 1 chat resolution Life event Reinvest Online trade Remove CVRC restriction Complaint Additional needs check eDelivery Triple Chat RLST Remove M restriction Ownership statement RGEN Comtrack Tax Withholding Elections OT Submit a lead 401k rollover Journal Update IRA bene online SendWord Forms Library POA Stand and work Follow Up w/ client IPO IWIN link Disclaimer De- escalate CSG Enable 3rd party access KBA Tax forms Open account Client Feedback Learning Center
(Print) Use this randomly generated list as your call list when playing the game. 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.
B-Margin interest rate
I-Explain stock settlement
N-Name usage
O-Travel Notice
N-Update address
O-Cash products interest rates
N-Mutual fund settlement
N-Use Margin group chat
I-Steps for TOA
G-1 chat resolution
B-Life event
O-Reinvest
I-Online trade
N-Remove CVRC restriction
G-Complaint
B-Additional needs check
I-eDelivery
I-Triple Chat
O-RLST
G-Remove M restriction
O-Ownership statement
G-RGEN Comtrack
B-Tax Withholding Elections
B-OT
N-Submit a lead
G-401k rollover
G-Journal
G-Update IRA bene online
O-SendWord
G-Forms Library
O-POA
B-Stand and work
B-Follow Up w/ client
N-IPO
I-IWIN link
I-Disclaimer
N-De-escalate
O-CSG
G-Enable 3rd party access
B-KBA
B-Tax forms
I-Open account
O-Client Feedback
I-Learning Center