DiscussRMDDiscusscheckwritingDiscussmobilecheckdepositPasswordResetEnrollclient inMyVoiceGet Phone# atbeginningof callWalkthroughonlinetradeGo extramile withAddresschangeDiscussBeneinformationUpdatePWS inSalesforceConfirmaddress ifnot updatedin whileDiscussHidingClosedaccountsProcess a529DistributionDiscussBill PayFeatureDiscussadvantageof CMASetupEFTonlineSet UpPWSPlanShow clientcash availfeature onFid.comHelpSetupan AlertSetupBank WireonlineGive aquoteSet upAutomaticInvestPlanUpdatePhone #when noton fileDiscussDebitCardDiscussRMDDiscusscheckwritingDiscussmobilecheckdepositPasswordResetEnrollclient inMyVoiceGet Phone# atbeginningof callWalkthroughonlinetradeGo extramile withAddresschangeDiscussBeneinformationUpdatePWS inSalesforceConfirmaddress ifnot updatedin whileDiscussHidingClosedaccountsProcess a529DistributionDiscussBill PayFeatureDiscussadvantageof CMASetupEFTonlineSet UpPWSPlanShow clientcash availfeature onFid.comHelpSetupan AlertSetupBank WireonlineGive aquoteSet upAutomaticInvestPlanUpdatePhone #when noton fileDiscussDebitCard

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