Said goodmorning/afternoonin team chat 100%adherencefor the day Had a zoommeetingwithanother rep Provided 5or morestock quotesin one callClient madea joke aboutthe stockmarket Receivedno qualityalerts forthe month Introduce yourself toKathleen/Management helpedaFeeler ADH up5% fromyesterday Made smalltalk with theclient (i.e.how are you)Asked theclients if theyneededanythingelseJoineda BRG Took over25 calls inone day ACWunder 60sfor a day explainedthedifferencebetween YITand YIPReceivepraise froma clienttodayExplained thedifferencebetweenmarket andlimit orders Receiveda 5 keythis week Participatedin a ESATactivity thismonth helped aEntertainer helped aControllerexplainedthat RMDsare notrequired for2020 ADH forthe day is95% orabove Used lessthan 10minutes ofpersonal timein one day helpedaThinkerAnswereda marginQ Answeredanoptions Q walked aclientthroughchase.comExplainedsettlementtimes Changeda clientsaddress inICAMS Reiteratedclient Q'sbeforeauthenticatingExplaineda goodfaithviolationMade aclientlaugh onthe call AHT down60s fromyesterday ProvidedbalanceonlyRecappedall mycallsReferred aclient to acompetenttax advisorDe-escalatedacomplaintSubmitteda 5 keysthis week Answered 3Symphonyquestionstoday Received acall aboutretailbanking CDReceived acall reviewwith a100% scoreAHT forthe day is480 orbelow Said goodmorning/afternoonin team chat 100%adherencefor the day Had a zoommeetingwithanother rep Provided 5or morestock quotesin one callClient madea joke aboutthe stockmarket Receivedno qualityalerts forthe month Introduce yourself toKathleen/Management helpedaFeeler ADH up5% fromyesterday Made smalltalk with theclient (i.e.how are you)Asked theclients if theyneededanythingelseJoineda BRG Took over25 calls inone day ACWunder 60sfor a day explainedthedifferencebetween YITand YIPReceivepraise froma clienttodayExplained thedifferencebetweenmarket andlimit orders Receiveda 5 keythis week Participatedin a ESATactivity thismonth helped aEntertainer helped aControllerexplainedthat RMDsare notrequired for2020 ADH forthe day is95% orabove Used lessthan 10minutes ofpersonal timein one day helpedaThinkerAnswereda marginQ Answeredanoptions Q walked aclientthroughchase.comExplainedsettlementtimes Changeda clientsaddress inICAMS Reiteratedclient Q'sbeforeauthenticatingExplaineda goodfaithviolationMade aclientlaugh onthe call AHT down60s fromyesterday ProvidedbalanceonlyRecappedall mycallsReferred aclient to acompetenttax advisorDe-escalatedacomplaintSubmitteda 5 keysthis week Answered 3Symphonyquestionstoday Received acall aboutretailbanking CDReceived acall reviewwith a100% scoreAHT forthe day is480 orbelow 

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