Completehigh-risktransactionverificationHelp a clientadd anauthorizeduserHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceLeave anote inSalesforceGiveownershipor rolestatementUseRepWebViewClient failsverificationProvideanaccount'sbalanceMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateCompleteapasswordresetDirect theclient touse thewebsiteShow aclient howto viewstatementsUseglancewith aclientThank aclient forchoosingFidelityUse HelpDesk ona callSend ane-kit to aclientGive out atimeboundagendaAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociatePerformmanualverificationUpdateaddressor phonenumberProvide aquote fora securityCompletehigh-risktransactionverificationHelp a clientadd anauthorizeduserHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceLeave anote inSalesforceGiveownershipor rolestatementUseRepWebViewClient failsverificationProvideanaccount'sbalanceMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateCompleteapasswordresetDirect theclient touse thewebsiteShow aclient howto viewstatementsUseglancewith aclientThank aclient forchoosingFidelityUse HelpDesk ona callSend ane-kit to aclientGive out atimeboundagendaAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociatePerformmanualverificationUpdateaddressor phonenumberProvide 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. Help a client add an authorized user
  3. Help a client update beneficiaries
  4. Enroll a client in Fidelity MyVoice
  5. Leave a note in Salesforce
  6. Give ownership or role statement
  7. Use RepWebView
  8. Client fails verification
  9. Provide an account's balance
  10. Make an outbound call/OTP
  11. Warm transfer a client to another associate
  12. Complete a password reset
  13. Direct the client to use the website
  14. Show a client how to view statements
  15. Use glance with a client
  16. Thank a client for choosing Fidelity
  17. Use Help Desk on a call
  18. Send an e-kit to a client
  19. Give out a timebound agenda
  20. Add Symantic VIP Access to an account
  21. Express transfer a client to another associate
  22. Perform manual verification
  23. Update address or phone number
  24. Provide a quote for a security