ConversionKeepPositionsSplit ofAssets To2 Or MoreNew AcctsFAAdvisoryCancel10+Incepts InOne DayWWYSTRFromSMA/UMAAccountFAAdvisoryCancelPartial TrxFromRetailAccountWWYSTRFromMF/ETFAccountObjChangewith CapAddProductionAt or AboveTeam AvgFor MonthError RateAt or BelowExpectationObjChangewith CapW/DFundingFrom 2 orMoreAcctsFundedWith RothConversionTake 25+Main LineCalls InOne MonthKeep AllRegChangeAny KindCash PullFrom MgdAccountWorkRPAQueueObjChangewithMergerRJCSCancelZeroErrors InOneMonthForeignAccountMulti-PackProcessingfor OneHouseholdUMACancel10+Incepts InOne DayBasicSellTransferFromRetailAccountACATTransferWithKeepsProcessFor PeerOut ofOfficeConversionKeepPositionsSplit ofAssets To2 Or MoreNew AcctsFAAdvisoryCancel10+Incepts InOne DayWWYSTRFromSMA/UMAAccountFAAdvisoryCancelPartial TrxFromRetailAccountWWYSTRFromMF/ETFAccountObjChangewith CapAddProductionAt or AboveTeam AvgFor MonthError RateAt or BelowExpectationObjChangewith CapW/DFundingFrom 2 orMoreAcctsFundedWith RothConversionTake 25+Main LineCalls InOne MonthKeep AllRegChangeAny KindCash PullFrom MgdAccountWorkRPAQueueObjChangewithMergerRJCSCancelZeroErrors InOneMonthForeignAccountMulti-PackProcessingfor OneHouseholdUMACancel10+Incepts InOne DayBasicSellTransferFromRetailAccountACATTransferWithKeepsProcessFor PeerOut ofOffice

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