FAAdvisoryCancelError RateAt or BelowExpectationObjChangewith CapAddProcessFor PeerOut ofOfficeConversionKeepPositionsSplit ofAssets To2 Or MoreNew AcctsFundedWith RothConversionMulti-PackProcessingfor OneHouseholdRJCSCancelACATTransferWithKeepsForeignAccountZeroErrors InOneMonthWWYSTRFromSMA/UMAAccountWorkRPAQueueFAAdvisoryCancelWWYSTRFromMF/ETFAccountObjChangewith CapW/D10+Incepts InOne DayTransferFromRetailAccountKeep AllRegChangeAny KindBasicSellTake 25+Main LineCalls InOne Month10+Incepts InOne DayPartial TrxFromRetailAccountProductionAt or AboveTeam AvgFor MonthObjChangewithMergerCash PullFrom MgdAccountUMACancelFundingFrom 2 orMoreAcctsFAAdvisoryCancelError RateAt or BelowExpectationObjChangewith CapAddProcessFor PeerOut ofOfficeConversionKeepPositionsSplit ofAssets To2 Or MoreNew AcctsFundedWith RothConversionMulti-PackProcessingfor OneHouseholdRJCSCancelACATTransferWithKeepsForeignAccountZeroErrors InOneMonthWWYSTRFromSMA/UMAAccountWorkRPAQueueFAAdvisoryCancelWWYSTRFromMF/ETFAccountObjChangewith CapW/D10+Incepts InOne DayTransferFromRetailAccountKeep AllRegChangeAny KindBasicSellTake 25+Main LineCalls InOne Month10+Incepts InOne DayPartial TrxFromRetailAccountProductionAt or AboveTeam AvgFor MonthObjChangewithMergerCash PullFrom MgdAccountUMACancelFundingFrom 2 orMoreAccts

!!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.


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