helpedaFeeler Made aclientlaugh onthe call helpedaThinkerExplainedsettlementtimes Answered 3Symphonyquestionstoday Explained thedifferencebetweenmarket andlimit orders ACWunder 60sfor a day Received acall reviewwith a100% scoreADH forthe day is95% orabove Receivedno qualityalerts forthe month Referred aclient to acompetenttax advisorAnswereda marginQ 100%adherencefor the day Provided 5or morestock quotesin one callExplaineda goodfaithviolationADH up5% fromyesterday Submitteda 5 keysthis week Introduce yourself toKathleen/Management explainedthat RMDsare notrequired for2020 Reiteratedclient Q'sbeforeauthenticatingAHT forthe day is480 orbelow Had a zoommeetingwithanother rep walked aclientthroughchase.comexplainedthedifferencebetween YITand YIPTook over25 calls inone day helped aControllerProvidedbalanceonlyUsed lessthan 10minutes ofpersonal timein one day Said goodmorning/afternoonin team chat AHT down60s fromyesterday Joineda BRG Participatedin a ESATactivity thismonth helped aEntertainer Answeredanoptions Q Made smalltalk with theclient (i.e.how are you)Asked theclients if theyneededanythingelseReceived acall aboutretailbanking CDClient madea joke aboutthe stockmarket Changeda clientsaddress inICAMS De-escalatedacomplaintRecappedall mycallsReceivepraise froma clienttodayReceiveda 5 keythis week helpedaFeeler Made aclientlaugh onthe call helpedaThinkerExplainedsettlementtimes Answered 3Symphonyquestionstoday Explained thedifferencebetweenmarket andlimit orders ACWunder 60sfor a day Received acall reviewwith a100% scoreADH forthe day is95% orabove Receivedno qualityalerts forthe month Referred aclient to acompetenttax advisorAnswereda marginQ 100%adherencefor the day Provided 5or morestock quotesin one callExplaineda goodfaithviolationADH up5% fromyesterday Submitteda 5 keysthis week Introduce yourself toKathleen/Management explainedthat RMDsare notrequired for2020 Reiteratedclient Q'sbeforeauthenticatingAHT forthe day is480 orbelow Had a zoommeetingwithanother rep walked aclientthroughchase.comexplainedthedifferencebetween YITand YIPTook over25 calls inone day helped aControllerProvidedbalanceonlyUsed lessthan 10minutes ofpersonal timein one day Said goodmorning/afternoonin team chat AHT down60s fromyesterday Joineda BRG Participatedin a ESATactivity thismonth helped aEntertainer Answeredanoptions Q Made smalltalk with theclient (i.e.how are you)Asked theclients if theyneededanythingelseReceived acall aboutretailbanking CDClient madea joke aboutthe stockmarket Changeda clientsaddress inICAMS De-escalatedacomplaintRecappedall mycallsReceivepraise froma clienttodayReceiveda 5 keythis week 

Investment 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. helped a Feeler
  2. Made a client laugh on the call
  3. helped a Thinker
  4. Explained settlement times
  5. Answered 3 Symphony questions today
  6. Explained the difference between market and limit orders
  7. ACW under 60s for a day
  8. Received a call review with a 100% score
  9. ADH for the day is 95% or above
  10. Received no quality alerts for the month
  11. Referred a client to a competent tax advisor
  12. Answered a margin Q
  13. 100% adherence for the day
  14. Provided 5 or more stock quotes in one call
  15. Explained a good faith violation
  16. ADH up 5% from yesterday
  17. Submitted a 5 keys this week
  18. Introduce yourself to Kathleen/Management
  19. explained that RMDs are not required for 2020
  20. Reiterated client Q's before authenticating
  21. AHT for the day is 480 or below
  22. Had a zoom meeting with another rep
  23. walked a client through chase.com
  24. explained the difference between YIT and YIP
  25. Took over 25 calls in one day
  26. helped a Controller
  27. Provided balance only
  28. Used less than 10 minutes of personal time in one day
  29. Said good morning/afternoon in team chat
  30. AHT down 60s from yesterday
  31. Joined a BRG
  32. Participated in a ESAT activity this month
  33. helped a Entertainer
  34. Answered an options Q
  35. Made small talk with the client (i.e. how are you)
  36. Asked the clients if they needed anything else
  37. Received a call about retail banking CD
  38. Client made a joke about the stock market
  39. Changed a clients address in ICAMS
  40. De-escalated a complaint
  41. Recapped all my calls
  42. Receive praise from a client today
  43. Received a 5 key this week