UseMyAdvisorAccessEstateFileUse ELiteSignatureSendEcourierUseEHubUpdateIDProvideOverrideReturnVoicemailMessageAddCommentsCreatea ToDoCompleteLeadUpdateKYCEnterPipelineUpdateNetWorthOnlineAssistCreateCARTStartApplicationCallHelpCenterAssistat ATMGreetyourclientVideoAppointmentWrap UpAppointmentActivateDebitCardBookAppointmentUseMyAdvisorAccessEstateFileUse ELiteSignatureSendEcourierUseEHubUpdateIDProvideOverrideReturnVoicemailMessageAddCommentsCreatea ToDoCompleteLeadUpdateKYCEnterPipelineUpdateNetWorthOnlineAssistCreateCARTStartApplicationCallHelpCenterAssistat ATMGreetyourclientVideoAppointmentWrap UpAppointmentActivateDebitCardBookAppointment

Advisor - All Day - 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. Use MyAdvisor
  2. Access Estate File
  3. Use ELite Signature
  4. Send Ecourier
  5. Use EHub
  6. Update ID
  7. Provide Override
  8. Return Voicemail Message
  9. Add Comments
  10. Create a To Do
  11. Complete Lead
  12. Update KYC
  13. Enter Pipeline
  14. Update Net Worth
  15. Online Assist
  16. Create CART
  17. Start Application
  18. Call Help Center
  19. Assist at ATM
  20. Greet your client
  21. Video Appointment
  22. Wrap Up Appointment
  23. Activate Debit Card
  24. Book Appointment