Direct theclient touse thewebsiteUseglancewith aclientUse HelpDesk ona callShow aclient howto viewstatementsCompletehigh-risktransactionverificationCompleteapasswordresetSend ane-kit to aclientClient failsverificationProvideanaccount'sbalancePerformmanualverificationEnroll aclient inFidelityMyVoiceProvide aquote fora securityHelp a clientadd anauthorizeduserMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateUseRepWebViewThank aclient forchoosingFidelityGive out atimeboundagendaGiveownershipor rolestatementLeave anote inSalesforceUpdateaddressor phonenumberAddSymanticVIP Accessto anaccountHelp a clientupdatebeneficiariesExpresstransfer aclient toanotherassociateDirect theclient touse thewebsiteUseglancewith aclientUse HelpDesk ona callShow aclient howto viewstatementsCompletehigh-risktransactionverificationCompleteapasswordresetSend ane-kit to aclientClient failsverificationProvideanaccount'sbalancePerformmanualverificationEnroll aclient inFidelityMyVoiceProvide aquote fora securityHelp a clientadd anauthorizeduserMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateUseRepWebViewThank aclient forchoosingFidelityGive out atimeboundagendaGiveownershipor rolestatementLeave anote inSalesforceUpdateaddressor phonenumberAddSymanticVIP Accessto anaccountHelp a clientupdatebeneficiariesExpresstransfer aclient toanotherassociate

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