Enroll aclient inFidelityMyVoiceClient failsverificationHelp a clientupdatebeneficiariesHelp a clientadd anauthorizeduserThank aclient forchoosingFidelityUseglancewith aclientUpdateaddressor phonenumberShow aclient howto viewstatementsSend ane-kit to aclientProvideanaccount'sbalanceMake anoutboundcall/OTPGiveownershipor rolestatementUse HelpDesk ona callCompletehigh-risktransactionverificationAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociatePerformmanualverificationCompleteapasswordresetUseRepWebViewGive out atimeboundagendaLeave anote inSalesforceDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateProvide aquote fora securityEnroll aclient inFidelityMyVoiceClient failsverificationHelp a clientupdatebeneficiariesHelp a clientadd anauthorizeduserThank aclient forchoosingFidelityUseglancewith aclientUpdateaddressor phonenumberShow aclient howto viewstatementsSend ane-kit to aclientProvideanaccount'sbalanceMake anoutboundcall/OTPGiveownershipor rolestatementUse HelpDesk ona callCompletehigh-risktransactionverificationAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociatePerformmanualverificationCompleteapasswordresetUseRepWebViewGive out atimeboundagendaLeave anote inSalesforceDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateProvide 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. Enroll a client in Fidelity MyVoice
  2. Client fails verification
  3. Help a client update beneficiaries
  4. Help a client add an authorized user
  5. Thank a client for choosing Fidelity
  6. Use glance with a client
  7. Update address or phone number
  8. Show a client how to view statements
  9. Send an e-kit to a client
  10. Provide an account's balance
  11. Make an outbound call/OTP
  12. Give ownership or role statement
  13. Use Help Desk on a call
  14. Complete high-risk transaction verification
  15. Add Symantic VIP Access to an account
  16. Express transfer a client to another associate
  17. Perform manual verification
  18. Complete a password reset
  19. Use RepWebView
  20. Give out a timebound agenda
  21. Leave a note in Salesforce
  22. Direct the client to use the website
  23. Warm transfer a client to another associate
  24. Provide a quote for a security