DiscussHidingClosedaccountsHelpSetupan AlertDiscussBill PayFeatureGo extramile withAddresschangeUpdatePhone #when noton fileDiscussmobilecheckdepositGive aquotePasswordResetConfirmaddress ifnot updatedin whileGet Phone# atbeginningof callDiscussBeneinformationWalkthroughonlinetradeShow clientcash availfeature onFid.comSetupEFTonlineSet UpPWSPlanDiscussadvantageof CMAUpdatePWS inSalesforceDiscussRMDProcess a529DistributionEnrollclient inMyVoiceSet upAutomaticInvestPlanDiscusscheckwritingSetupBank WireonlineDiscussDebitCardDiscussHidingClosedaccountsHelpSetupan AlertDiscussBill PayFeatureGo extramile withAddresschangeUpdatePhone #when noton fileDiscussmobilecheckdepositGive aquotePasswordResetConfirmaddress ifnot updatedin whileGet Phone# atbeginningof callDiscussBeneinformationWalkthroughonlinetradeShow clientcash availfeature onFid.comSetupEFTonlineSet UpPWSPlanDiscussadvantageof CMAUpdatePWS inSalesforceDiscussRMDProcess a529DistributionEnrollclient inMyVoiceSet upAutomaticInvestPlanDiscusscheckwritingSetupBank WireonlineDiscussDebitCard

Going the Extra Mile - 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. Discuss Hiding Closed accounts
  2. Help Setup an Alert
  3. Discuss Bill Pay Feature
  4. Go extra mile with Address change
  5. Update Phone # when not on file
  6. Discuss mobile check deposit
  7. Give a quote
  8. Password Reset
  9. Confirm address if not updated in while
  10. Get Phone # at beginning of call
  11. Discuss Bene information
  12. Walk through online trade
  13. Show client cash avail feature on Fid.com
  14. Setup EFT online
  15. Set Up PWS Plan
  16. Discuss advantage of CMA
  17. Update PWS in Salesforce
  18. Discuss RMD
  19. Process a 529 Distribution
  20. Enroll client in MyVoice
  21. Set up Automatic Invest Plan
  22. Discuss check writing
  23. Setup Bank Wire online
  24. Discuss Debit Card