Completehigh-risktransactionverificationExpresstransfer aclient toanotherassociateUpdateaddressor phonenumberHelp a clientupdatebeneficiariesGiveownershipor rolestatementEnroll aclient inFidelityMyVoiceCompleteapasswordresetProvide aquote fora securitySend ane-kit to aclientAddSymanticVIP Accessto anaccountUseRepWebViewWarmtransfer aclient toanotherassociateDirect theclient touse thewebsiteMake anoutboundcall/OTPPerformmanualverificationProvideanaccount'sbalanceUse HelpDesk ona callLeave anote inSalesforceClient failsverificationGive out atimeboundagendaThank aclient forchoosingFidelityShow aclient howto viewstatementsUseglancewith aclientHelp a clientadd anauthorizeduserCompletehigh-risktransactionverificationExpresstransfer aclient toanotherassociateUpdateaddressor phonenumberHelp a clientupdatebeneficiariesGiveownershipor rolestatementEnroll aclient inFidelityMyVoiceCompleteapasswordresetProvide aquote fora securitySend ane-kit to aclientAddSymanticVIP Accessto anaccountUseRepWebViewWarmtransfer aclient toanotherassociateDirect theclient touse thewebsiteMake anoutboundcall/OTPPerformmanualverificationProvideanaccount'sbalanceUse HelpDesk ona callLeave anote inSalesforceClient failsverificationGive out atimeboundagendaThank aclient forchoosingFidelityShow aclient howto viewstatementsUseglancewith aclientHelp a clientadd anauthorizeduser

First Phone Day 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. Complete high-risk transaction verification
  2. Express transfer a client to another associate
  3. Update address or phone number
  4. Help a client update beneficiaries
  5. Give ownership or role statement
  6. Enroll a client in Fidelity MyVoice
  7. Complete a password reset
  8. Provide a quote for a security
  9. Send an e-kit to a client
  10. Add Symantic VIP Access to an account
  11. Use RepWebView
  12. Warm transfer a client to another associate
  13. Direct the client to use the website
  14. Make an outbound call/OTP
  15. Perform manual verification
  16. Provide an account's balance
  17. Use Help Desk on a call
  18. Leave a note in Salesforce
  19. Client fails verification
  20. Give out a timebound agenda
  21. Thank a client for choosing Fidelity
  22. Show a client how to view statements
  23. Use glance with a client
  24. Help a client add an authorized user