Referred aclient to acompetenttax advisorACWunder 60sfor a day helpedaFeeler Had a zoommeetingwithanother rep Received acall aboutretailbanking CDAnsweredanoptions Q Provided 5or morestock quotesin one callSubmitteda 5 keysthis week Reiteratedclient Q'sbeforeauthenticating100%adherencefor the day helpedaThinkerChangeda clientsaddress inICAMS Receivedno qualityalerts forthe month Explainedsettlementtimes helped aControllerUsed lessthan 10minutes ofpersonal timein one day Recappedall mycallsMade aclientlaugh onthe call Explaineda goodfaithviolationProvidedbalanceonlyReceiveda 5 keythis week helped aEntertainer De-escalatedacomplaintClient madea joke aboutthe stockmarket explainedthedifferencebetween YITand YIPexplainedthat RMDsare notrequired for2020 Receivepraise froma clienttodayAHT down60s fromyesterday Participatedin a ESATactivity thismonth Answered 3Symphonyquestionstoday Received acall reviewwith a100% scoreTook over25 calls inone day walked aclientthroughchase.comADH forthe day is95% orabove Introduce yourself toKathleen/Management AHT forthe day is480 orbelow Asked theclients if theyneededanythingelseADH up5% fromyesterday Joineda BRG Explained thedifferencebetweenmarket andlimit orders Said goodmorning/afternoonin team chat Answereda marginQ Made smalltalk with theclient (i.e.how are you)Referred aclient to acompetenttax advisorACWunder 60sfor a day helpedaFeeler Had a zoommeetingwithanother rep Received acall aboutretailbanking CDAnsweredanoptions Q Provided 5or morestock quotesin one callSubmitteda 5 keysthis week Reiteratedclient Q'sbeforeauthenticating100%adherencefor the day helpedaThinkerChangeda clientsaddress inICAMS Receivedno qualityalerts forthe month Explainedsettlementtimes helped aControllerUsed lessthan 10minutes ofpersonal timein one day Recappedall mycallsMade aclientlaugh onthe call Explaineda goodfaithviolationProvidedbalanceonlyReceiveda 5 keythis week helped aEntertainer De-escalatedacomplaintClient madea joke aboutthe stockmarket explainedthedifferencebetween YITand YIPexplainedthat RMDsare notrequired for2020 Receivepraise froma clienttodayAHT down60s fromyesterday Participatedin a ESATactivity thismonth Answered 3Symphonyquestionstoday Received acall reviewwith a100% scoreTook over25 calls inone day walked aclientthroughchase.comADH forthe day is95% orabove Introduce yourself toKathleen/Management AHT forthe day is480 orbelow Asked theclients if theyneededanythingelseADH up5% fromyesterday Joineda BRG Explained thedifferencebetweenmarket andlimit orders Said goodmorning/afternoonin team chat Answereda marginQ Made smalltalk with theclient (i.e.how are you)

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