Answereda marginQ Received acall reviewwith a100% scoreReferred aclient to acompetenttax advisorAHT down60s fromyesterday Made smalltalk with theclient (i.e.how are you)Joineda BRG Submitteda 5 keysthis week helpedaThinkerTook over25 calls inone day ACWunder 60sfor a day helped aControllerReceived acall aboutretailbanking CDProvidedbalanceonlyReceiveda 5 keythis week 100%adherencefor the day ADH up5% fromyesterday De-escalatedacomplaintAHT forthe day is480 orbelow ADH forthe day is95% orabove Changeda clientsaddress inICAMS Explained thedifferencebetweenmarket andlimit orders helped aEntertainer Said goodmorning/afternoonin team chat Reiteratedclient Q'sbeforeauthenticatingUsed lessthan 10minutes ofpersonal timein one day Introduce yourself toKathleen/Management Asked theclients if theyneededanythingelseAnswered 3Symphonyquestionstoday Made aclientlaugh onthe call Provided 5or morestock quotesin one callExplainedsettlementtimes walked aclientthroughchase.comClient madea joke aboutthe stockmarket helpedaFeeler explainedthedifferencebetween YITand YIPExplaineda goodfaithviolationParticipatedin a ESATactivity thismonth Answeredanoptions Q Receivepraise froma clienttodayHad a zoommeetingwithanother rep Recappedall mycallsexplainedthat RMDsare notrequired for2020 Receivedno qualityalerts forthe month Answereda marginQ Received acall reviewwith a100% scoreReferred aclient to acompetenttax advisorAHT down60s fromyesterday Made smalltalk with theclient (i.e.how are you)Joineda BRG Submitteda 5 keysthis week helpedaThinkerTook over25 calls inone day ACWunder 60sfor a day helped aControllerReceived acall aboutretailbanking CDProvidedbalanceonlyReceiveda 5 keythis week 100%adherencefor the day ADH up5% fromyesterday De-escalatedacomplaintAHT forthe day is480 orbelow ADH forthe day is95% orabove Changeda clientsaddress inICAMS Explained thedifferencebetweenmarket andlimit orders helped aEntertainer Said goodmorning/afternoonin team chat Reiteratedclient Q'sbeforeauthenticatingUsed lessthan 10minutes ofpersonal timein one day Introduce yourself toKathleen/Management Asked theclients if theyneededanythingelseAnswered 3Symphonyquestionstoday Made aclientlaugh onthe call Provided 5or morestock quotesin one callExplainedsettlementtimes walked aclientthroughchase.comClient madea joke aboutthe stockmarket helpedaFeeler explainedthedifferencebetween YITand YIPExplaineda goodfaithviolationParticipatedin a ESATactivity thismonth Answeredanoptions Q Receivepraise froma clienttodayHad a zoommeetingwithanother rep Recappedall mycallsexplainedthat RMDsare notrequired for2020 Receivedno qualityalerts forthe month 

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