helped aEntertainer Receivedno qualityalerts forthe month Said goodmorning/afternoonin team chat helpedaFeeler ADH forthe day is95% orabove ACWunder 60sfor a day Referred aclient to acompetenttax advisorAnswered 3Symphonyquestionstoday Client madea joke aboutthe stockmarket De-escalatedacomplaintProvidedbalanceonlyAHT down60s fromyesterday Took over25 calls inone day Changeda clientsaddress inICAMS Answeredanoptions Q AHT forthe day is480 orbelow Used lessthan 10minutes ofpersonal timein one day ADH up5% fromyesterday Receivepraise froma clienttodayJoineda BRG Explained thedifferencebetweenmarket andlimit orders Explaineda goodfaithviolationReceived acall reviewwith a100% scoreReceived acall aboutretailbanking CDMade smalltalk with theclient (i.e.how are you)Recappedall mycallsParticipatedin a ESATactivity thismonth 100%adherencefor the day Introduce yourself toKathleen/Management explainedthat RMDsare notrequired for2020 Explainedsettlementtimes Asked theclients if theyneededanythingelsehelpedaThinkerhelped aControllerwalked aclientthroughchase.comReceiveda 5 keythis week Submitteda 5 keysthis week Reiteratedclient Q'sbeforeauthenticatingHad a zoommeetingwithanother rep Provided 5or morestock quotesin one callAnswereda marginQ Made aclientlaugh onthe call explainedthedifferencebetween YITand YIPhelped aEntertainer Receivedno qualityalerts forthe month Said goodmorning/afternoonin team chat helpedaFeeler ADH forthe day is95% orabove ACWunder 60sfor a day Referred aclient to acompetenttax advisorAnswered 3Symphonyquestionstoday Client madea joke aboutthe stockmarket De-escalatedacomplaintProvidedbalanceonlyAHT down60s fromyesterday Took over25 calls inone day Changeda clientsaddress inICAMS Answeredanoptions Q AHT forthe day is480 orbelow Used lessthan 10minutes ofpersonal timein one day ADH up5% fromyesterday Receivepraise froma clienttodayJoineda BRG Explained thedifferencebetweenmarket andlimit orders Explaineda goodfaithviolationReceived acall reviewwith a100% scoreReceived acall aboutretailbanking CDMade smalltalk with theclient (i.e.how are you)Recappedall mycallsParticipatedin a ESATactivity thismonth 100%adherencefor the day Introduce yourself toKathleen/Management explainedthat RMDsare notrequired for2020 Explainedsettlementtimes Asked theclients if theyneededanythingelsehelpedaThinkerhelped aControllerwalked aclientthroughchase.comReceiveda 5 keythis week Submitteda 5 keysthis week Reiteratedclient Q'sbeforeauthenticatingHad a zoommeetingwithanother rep Provided 5or morestock quotesin one callAnswereda marginQ Made aclientlaugh onthe call explainedthedifferencebetween YITand YIP

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