ObjChangewith CapAddKeep AllRegChangeAny KindMulti-PackProcessingfor OneHouseholdRJCSCancelACATTransferWithKeepsFundingFrom 2 orMoreAcctsUMACancelForeignAccountWorkRPAQueueZeroErrors InOneMonth10+Incepts InOne DayObjChangewithMergerPartial TrxFromRetailAccountWWYSTRFromMF/ETFAccountObjChangewith CapW/DCash PullFrom MgdAccount10+Incepts InOne DayFAAdvisoryCancelBasicSellFAAdvisoryCancelConversionKeepPositionsWWYSTRFromSMA/UMAAccountTake 25+Main LineCalls InOne MonthProcessFor PeerOut ofOfficeProductionAt or AboveTeam AvgFor MonthSplit ofAssets To2 Or MoreNew AcctsTransferFromRetailAccountFundedWith RothConversionError RateAt or BelowExpectationObjChangewith CapAddKeep AllRegChangeAny KindMulti-PackProcessingfor OneHouseholdRJCSCancelACATTransferWithKeepsFundingFrom 2 orMoreAcctsUMACancelForeignAccountWorkRPAQueueZeroErrors InOneMonth10+Incepts InOne DayObjChangewithMergerPartial TrxFromRetailAccountWWYSTRFromMF/ETFAccountObjChangewith CapW/DCash PullFrom MgdAccount10+Incepts InOne DayFAAdvisoryCancelBasicSellFAAdvisoryCancelConversionKeepPositionsWWYSTRFromSMA/UMAAccountTake 25+Main LineCalls InOne MonthProcessFor PeerOut ofOfficeProductionAt or AboveTeam AvgFor MonthSplit ofAssets To2 Or MoreNew AcctsTransferFromRetailAccountFundedWith RothConversionError RateAt or BelowExpectation

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