Explainedsettlementtimes Took over25 calls inone day Submitteda 5 keysthis week Answeredanoptions Q ADH forthe day is95% orabove Explained thedifferencebetweenmarket andlimit orders Answereda marginQ Participatedin a ESATactivity thismonth ProvidedbalanceonlySaid goodmorning/afternoonin team chat 100%adherencefor the day helpedaFeeler ACWunder 60sfor a day helped aEntertainer Asked theclients if theyneededanythingelseUsed lessthan 10minutes ofpersonal timein one day explainedthedifferencebetween YITand YIPHad a zoommeetingwithanother rep ADH up5% fromyesterday Receivepraise froma clienttodayhelpedaThinkerMade aclientlaugh onthe call Received acall aboutretailbanking CDJoineda BRG Introduce yourself toKathleen/Management Made smalltalk with theclient (i.e.how are you)AHT forthe day is480 orbelow Changeda clientsaddress inICAMS helped aControllerReceiveda 5 keythis week Explaineda goodfaithviolationexplainedthat RMDsare notrequired for2020 De-escalatedacomplaintReceived acall reviewwith a100% scoreAnswered 3Symphonyquestionstoday AHT down60s fromyesterday Recappedall mycallsProvided 5or morestock quotesin one callClient madea joke aboutthe stockmarket walked aclientthroughchase.comReiteratedclient Q'sbeforeauthenticatingReferred aclient to acompetenttax advisorReceivedno qualityalerts forthe month Explainedsettlementtimes Took over25 calls inone day Submitteda 5 keysthis week Answeredanoptions Q ADH forthe day is95% orabove Explained thedifferencebetweenmarket andlimit orders Answereda marginQ Participatedin a ESATactivity thismonth ProvidedbalanceonlySaid goodmorning/afternoonin team chat 100%adherencefor the day helpedaFeeler ACWunder 60sfor a day helped aEntertainer Asked theclients if theyneededanythingelseUsed lessthan 10minutes ofpersonal timein one day explainedthedifferencebetween YITand YIPHad a zoommeetingwithanother rep ADH up5% fromyesterday Receivepraise froma clienttodayhelpedaThinkerMade aclientlaugh onthe call Received acall aboutretailbanking CDJoineda BRG Introduce yourself toKathleen/Management Made smalltalk with theclient (i.e.how are you)AHT forthe day is480 orbelow Changeda clientsaddress inICAMS helped aControllerReceiveda 5 keythis week Explaineda goodfaithviolationexplainedthat RMDsare notrequired for2020 De-escalatedacomplaintReceived acall reviewwith a100% scoreAnswered 3Symphonyquestionstoday AHT down60s fromyesterday Recappedall mycallsProvided 5or morestock quotesin one callClient madea joke aboutthe stockmarket walked aclientthroughchase.comReiteratedclient Q'sbeforeauthenticatingReferred aclient to acompetenttax advisorReceivedno 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. Explained settlement times
  2. Took over 25 calls in one day
  3. Submitted a 5 keys this week
  4. Answered an options Q
  5. ADH for the day is 95% or above
  6. Explained the difference between market and limit orders
  7. Answered a margin Q
  8. Participated in a ESAT activity this month
  9. Provided balance only
  10. Said good morning/afternoon in team chat
  11. 100% adherence for the day
  12. helped a Feeler
  13. ACW under 60s for a day
  14. helped a Entertainer
  15. Asked the clients if they needed anything else
  16. Used less than 10 minutes of personal time in one day
  17. explained the difference between YIT and YIP
  18. Had a zoom meeting with another rep
  19. ADH up 5% from yesterday
  20. Receive praise from a client today
  21. helped a Thinker
  22. Made a client laugh on the call
  23. Received a call about retail banking CD
  24. Joined a BRG
  25. Introduce yourself to Kathleen/Management
  26. Made small talk with the client (i.e. how are you)
  27. AHT for the day is 480 or below
  28. Changed a clients address in ICAMS
  29. helped a Controller
  30. Received a 5 key this week
  31. Explained a good faith violation
  32. explained that RMDs are not required for 2020
  33. De-escalated a complaint
  34. Received a call review with a 100% score
  35. Answered 3 Symphony questions today
  36. AHT down 60s from yesterday
  37. Recapped all my calls
  38. Provided 5 or more stock quotes in one call
  39. Client made a joke about the stock market
  40. walked a client through chase.com
  41. Reiterated client Q's before authenticating
  42. Referred a client to a competent tax advisor
  43. Received no quality alerts for the month