Partial TrxFromRetailAccountProcessFor PeerOut ofOfficeWWYSTRFromSMA/UMAAccountFundingFrom 2 orMoreAcctsFAAdvisoryCancelKeep AllRegChangeAny KindConversionKeepPositions10+Incepts InOne DayObjChangewith CapW/DZeroErrors InOneMonthFAAdvisoryCancelACATTransferWithKeepsUMACancelSplit ofAssets To2 Or MoreNew AcctsProductionAt or AboveTeam AvgFor MonthObjChangewith CapAddError RateAt or BelowExpectationWWYSTRFromMF/ETFAccountBasicSellCash PullFrom MgdAccountFundedWith RothConversionTake 25+Main LineCalls InOne MonthForeignAccountObjChangewithMerger10+Incepts InOne DayTransferFromRetailAccountWorkRPAQueueRJCSCancelMulti-PackProcessingfor OneHouseholdPartial TrxFromRetailAccountProcessFor PeerOut ofOfficeWWYSTRFromSMA/UMAAccountFundingFrom 2 orMoreAcctsFAAdvisoryCancelKeep AllRegChangeAny KindConversionKeepPositions10+Incepts InOne DayObjChangewith CapW/DZeroErrors InOneMonthFAAdvisoryCancelACATTransferWithKeepsUMACancelSplit ofAssets To2 Or MoreNew AcctsProductionAt or AboveTeam AvgFor MonthObjChangewith CapAddError RateAt or BelowExpectationWWYSTRFromMF/ETFAccountBasicSellCash PullFrom MgdAccountFundedWith RothConversionTake 25+Main LineCalls InOne MonthForeignAccountObjChangewithMerger10+Incepts InOne DayTransferFromRetailAccountWorkRPAQueueRJCSCancelMulti-PackProcessingfor OneHousehold

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