ObjChangewith CapAddKeep AllRegChangeAny KindZeroErrors InOneMonthProcessFor PeerOut ofOfficeConversionKeepPositionsSplit ofAssets To2 Or MoreNew AcctsError RateAt or BelowExpectationObjChangewith CapW/DTake 25+Main LineCalls InOne MonthProductionAt or AboveTeam AvgFor MonthTransferFromRetailAccountForeignAccountRJCSCancelFAAdvisoryCancelObjChangewithMerger10+Incepts InOne DayUMACancelWorkRPAQueueFAAdvisoryCancelWWYSTRFromSMA/UMAAccountACATTransferWithKeepsBasicSellPartial TrxFromRetailAccountFundingFrom 2 orMoreAcctsMulti-PackProcessingfor OneHouseholdWWYSTRFromMF/ETFAccountCash PullFrom MgdAccountFundedWith RothConversion10+Incepts InOne DayObjChangewith CapAddKeep AllRegChangeAny KindZeroErrors InOneMonthProcessFor PeerOut ofOfficeConversionKeepPositionsSplit ofAssets To2 Or MoreNew AcctsError RateAt or BelowExpectationObjChangewith CapW/DTake 25+Main LineCalls InOne MonthProductionAt or AboveTeam AvgFor MonthTransferFromRetailAccountForeignAccountRJCSCancelFAAdvisoryCancelObjChangewithMerger10+Incepts InOne DayUMACancelWorkRPAQueueFAAdvisoryCancelWWYSTRFromSMA/UMAAccountACATTransferWithKeepsBasicSellPartial TrxFromRetailAccountFundingFrom 2 orMoreAcctsMulti-PackProcessingfor OneHouseholdWWYSTRFromMF/ETFAccountCash PullFrom MgdAccountFundedWith RothConversion10+Incepts InOne Day

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