Discuss RMD Update Phone # when not on file Walk through online trade Password Reset Help Setup an Alert Show client cash avail feature on Fid.com Discuss advantage of CMA Give a quote Set Up PWS Plan Process a 529 Distribution Discuss Hiding Closed accounts Discuss Debit Card Setup EFT online Set up Automatic Invest Plan Discuss mobile check deposit Discuss Bill Pay Feature Go extra mile with Address change Enroll client in MyVoice Discuss Bene information Update PWS in Salesforce Setup Bank Wire online Confirm address if not updated in while Discuss check writing Get Phone # at beginning of call Discuss RMD Update Phone # when not on file Walk through online trade Password Reset Help Setup an Alert Show client cash avail feature on Fid.com Discuss advantage of CMA Give a quote Set Up PWS Plan Process a 529 Distribution Discuss Hiding Closed accounts Discuss Debit Card Setup EFT online Set up Automatic Invest Plan Discuss mobile check deposit Discuss Bill Pay Feature Go extra mile with Address change Enroll client in MyVoice Discuss Bene information Update PWS in Salesforce Setup Bank Wire online Confirm address if not updated in while Discuss check writing Get Phone # at beginning of call
(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.
Discuss RMD
Update Phone # when not on file
Walk through online trade
Password Reset
Help Setup an Alert
Show client cash avail feature on Fid.com
Discuss advantage of CMA
Give a quote
Set Up PWS Plan
Process a 529 Distribution
Discuss Hiding Closed accounts
Discuss Debit Card
Setup
EFT
online
Set up Automatic Invest Plan
Discuss mobile check deposit
Discuss
Bill Pay Feature
Go extra mile with Address change
Enroll client in MyVoice
Discuss Bene information
Update PWS in Salesforce
Setup Bank Wire
online
Confirm address if not updated in while
Discuss check writing
Get Phone # at beginning of call