Completehigh-risktransactionverificationUse HelpDesk ona callHelp a clientadd anauthorizeduserPerformmanualverificationGiveownershipor rolestatementUseRepWebViewUseglancewith aclientProvideanaccount'sbalanceDirect theclient touse thewebsiteSend ane-kit to aclientThank aclient forchoosingFidelityLeave anote inSalesforceMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateShow aclient howto viewstatementsUpdateaddressor phonenumberExpresstransfer aclient toanotherassociateGive out atimeboundagendaHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceAddSymanticVIP Accessto anaccountCompleteapasswordresetClient failsverificationProvide aquote fora securityCompletehigh-risktransactionverificationUse HelpDesk ona callHelp a clientadd anauthorizeduserPerformmanualverificationGiveownershipor rolestatementUseRepWebViewUseglancewith aclientProvideanaccount'sbalanceDirect theclient touse thewebsiteSend ane-kit to aclientThank aclient forchoosingFidelityLeave anote inSalesforceMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateShow aclient howto viewstatementsUpdateaddressor phonenumberExpresstransfer aclient toanotherassociateGive out atimeboundagendaHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceAddSymanticVIP Accessto anaccountCompleteapasswordresetClient failsverificationProvide aquote fora security

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