FAAdvisoryCancelObjChangewith CapAddRJCSCancelProductionAt or AboveTeam AvgFor MonthProcessFor PeerOut ofOfficeSplit ofAssets To2 Or MoreNew AcctsPartial TrxFromRetailAccountCash PullFrom MgdAccountFundingFrom 2 orMoreAcctsWorkRPAQueueTake 25+Main LineCalls InOne MonthBasicSellWWYSTRFromSMA/UMAAccountACATTransferWithKeepsUMACancelObjChangewith CapW/DForeignAccountError RateAt or BelowExpectationWWYSTRFromMF/ETFAccountZeroErrors InOneMonthFundedWith RothConversion10+Incepts InOne DayKeep AllRegChangeAny Kind10+Incepts InOne DayTransferFromRetailAccountConversionKeepPositionsMulti-PackProcessingfor OneHouseholdObjChangewithMergerFAAdvisoryCancelFAAdvisoryCancelObjChangewith CapAddRJCSCancelProductionAt or AboveTeam AvgFor MonthProcessFor PeerOut ofOfficeSplit ofAssets To2 Or MoreNew AcctsPartial TrxFromRetailAccountCash PullFrom MgdAccountFundingFrom 2 orMoreAcctsWorkRPAQueueTake 25+Main LineCalls InOne MonthBasicSellWWYSTRFromSMA/UMAAccountACATTransferWithKeepsUMACancelObjChangewith CapW/DForeignAccountError RateAt or BelowExpectationWWYSTRFromMF/ETFAccountZeroErrors InOneMonthFundedWith RothConversion10+Incepts InOne DayKeep AllRegChangeAny Kind10+Incepts InOne DayTransferFromRetailAccountConversionKeepPositionsMulti-PackProcessingfor OneHouseholdObjChangewithMergerFAAdvisoryCancel

!!MANAGED NEW ACCOUNTS BINGO!! - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. FA Advisory Cancel
  2. Obj Change with Cap Add
  3. RJCS Cancel
  4. Production At or Above Team Avg For Month
  5. Process For Peer Out of Office
  6. Split of Assets To 2 Or More New Accts
  7. Partial Trx From Retail Account
  8. Cash Pull From Mgd Account
  9. Funding From 2 or More Accts
  10. Work RPA Queue
  11. Take 25+ Main Line Calls In One Month
  12. Basic Sell
  13. WWYSTR From SMA/UMA Account
  14. ACAT Transfer With Keeps
  15. UMA Cancel
  16. Obj Change with Cap W/D
  17. Foreign Account
  18. Error Rate At or Below Expectation
  19. WWYSTR From MF/ETF Account
  20. Zero Errors In One Month
  21. Funded With Roth Conversion
  22. 10+ Incepts In One Day
  23. Keep All Reg Change Any Kind
  24. 10+ Incepts In One Day
  25. Transfer From Retail Account
  26. Conversion Keep Positions
  27. Multi-Pack Processing for One Household
  28. Obj Change with Merger
  29. FA Advisory Cancel