DiscussRMDSet upAutomaticInvestPlanDiscussBeneinformationSetupBank WireonlineGo extramile withAddresschangeUpdatePWS inSalesforceGet Phone# atbeginningof callSetupEFTonlineUpdatePhone #when noton fileDiscussadvantageof CMADiscusscheckwritingSet UpPWSPlanWalkthroughonlinetradeHelpSetupan AlertPasswordResetProcess a529DistributionDiscussmobilecheckdepositDiscussDebitCardDiscussHidingClosedaccountsDiscussBill PayFeatureConfirmaddress ifnot updatedin whileShow clientcash availfeature onFid.comGive aquoteEnrollclient inMyVoiceDiscussRMDSet upAutomaticInvestPlanDiscussBeneinformationSetupBank WireonlineGo extramile withAddresschangeUpdatePWS inSalesforceGet Phone# atbeginningof callSetupEFTonlineUpdatePhone #when noton fileDiscussadvantageof CMADiscusscheckwritingSet UpPWSPlanWalkthroughonlinetradeHelpSetupan AlertPasswordResetProcess a529DistributionDiscussmobilecheckdepositDiscussDebitCardDiscussHidingClosedaccountsDiscussBill PayFeatureConfirmaddress ifnot updatedin whileShow clientcash availfeature onFid.comGive aquoteEnrollclient inMyVoice

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