explainedthat RMDsare notrequired for2020 walked aclientthroughchase.comExplainedsettlementtimes Receivepraise froma clienttodaySaid goodmorning/afternoonin team chat Received acall aboutretailbanking CDhelped aControllerMade aclientlaugh onthe call Receivedno qualityalerts forthe month Explaineda goodfaithviolationAnsweredanoptions Q ProvidedbalanceonlyRecappedall mycallsReferred aclient to acompetenttax advisorClient madea joke aboutthe stockmarket ADH up5% fromyesterday Asked theclients if theyneededanythingelseChangeda clientsaddress inICAMS Explained thedifferencebetweenmarket andlimit orders Took over25 calls inone day 100%adherencefor the day Answered 3Symphonyquestionstoday explainedthedifferencebetween YITand YIPADH forthe day is95% orabove Participatedin a ESATactivity thismonth Answereda marginQ AHT forthe day is480 orbelow helpedaThinkerSubmitteda 5 keysthis week Made smalltalk with theclient (i.e.how are you)Reiteratedclient Q'sbeforeauthenticatingACWunder 60sfor a day helpedaFeeler Had a zoommeetingwithanother rep Introduce yourself toKathleen/Management Provided 5or morestock quotesin one callReceiveda 5 keythis week AHT down60s fromyesterday Used lessthan 10minutes ofpersonal timein one day Received acall reviewwith a100% scorehelped aEntertainer De-escalatedacomplaintJoineda BRG explainedthat RMDsare notrequired for2020 walked aclientthroughchase.comExplainedsettlementtimes Receivepraise froma clienttodaySaid goodmorning/afternoonin team chat Received acall aboutretailbanking CDhelped aControllerMade aclientlaugh onthe call Receivedno qualityalerts forthe month Explaineda goodfaithviolationAnsweredanoptions Q ProvidedbalanceonlyRecappedall mycallsReferred aclient to acompetenttax advisorClient madea joke aboutthe stockmarket ADH up5% fromyesterday Asked theclients if theyneededanythingelseChangeda clientsaddress inICAMS Explained thedifferencebetweenmarket andlimit orders Took over25 calls inone day 100%adherencefor the day Answered 3Symphonyquestionstoday explainedthedifferencebetween YITand YIPADH forthe day is95% orabove Participatedin a ESATactivity thismonth Answereda marginQ AHT forthe day is480 orbelow helpedaThinkerSubmitteda 5 keysthis week Made smalltalk with theclient (i.e.how are you)Reiteratedclient Q'sbeforeauthenticatingACWunder 60sfor a day helpedaFeeler Had a zoommeetingwithanother rep Introduce yourself toKathleen/Management Provided 5or morestock quotesin one callReceiveda 5 keythis week AHT down60s fromyesterday Used lessthan 10minutes ofpersonal timein one day Received acall reviewwith a100% scorehelped aEntertainer De-escalatedacomplaintJoineda BRG 

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