Show clientcash availfeature onFid.comUpdatePWS inSalesforceSet upAutomaticInvestPlanDiscussBeneinformationWalkthroughonlinetradeDiscusscheckwritingDiscussadvantageof CMAGet Phone# atbeginningof callSet UpPWSPlanConfirmaddress ifnot updatedin whileUpdatePhone #when noton fileDiscussmobilecheckdepositGive aquoteDiscussHidingClosedaccountsProcess a529DistributionGo extramile withAddresschangePasswordResetDiscussBill PayFeatureDiscussDebitCardSetupBank WireonlineDiscussRMDEnrollclient inMyVoiceSetupEFTonlineHelpSetupan AlertShow clientcash availfeature onFid.comUpdatePWS inSalesforceSet upAutomaticInvestPlanDiscussBeneinformationWalkthroughonlinetradeDiscusscheckwritingDiscussadvantageof CMAGet Phone# atbeginningof callSet UpPWSPlanConfirmaddress ifnot updatedin whileUpdatePhone #when noton fileDiscussmobilecheckdepositGive aquoteDiscussHidingClosedaccountsProcess a529DistributionGo extramile withAddresschangePasswordResetDiscussBill PayFeatureDiscussDebitCardSetupBank WireonlineDiscussRMDEnrollclient inMyVoiceSetupEFTonlineHelpSetupan Alert

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