PerformmanualverificationProvideanaccount'sbalanceHelp a clientadd anauthorizeduserUseRepWebViewClient failsverificationHelp a clientupdatebeneficiariesUpdateaddressor phonenumberUse HelpDesk ona callDirect theclient touse thewebsiteGive out atimeboundagendaSend ane-kit to aclientUseglancewith aclientProvide aquote fora securityCompleteapasswordresetMake anoutboundcall/OTPExpresstransfer aclient toanotherassociateCompletehigh-risktransactionverificationShow aclient howto viewstatementsEnroll aclient inFidelityMyVoiceGiveownershipor rolestatementLeave anote inSalesforceWarmtransfer aclient toanotherassociateAddSymanticVIP Accessto anaccountThank aclient forchoosingFidelityPerformmanualverificationProvideanaccount'sbalanceHelp a clientadd anauthorizeduserUseRepWebViewClient failsverificationHelp a clientupdatebeneficiariesUpdateaddressor phonenumberUse HelpDesk ona callDirect theclient touse thewebsiteGive out atimeboundagendaSend ane-kit to aclientUseglancewith aclientProvide aquote fora securityCompleteapasswordresetMake anoutboundcall/OTPExpresstransfer aclient toanotherassociateCompletehigh-risktransactionverificationShow aclient howto viewstatementsEnroll aclient inFidelityMyVoiceGiveownershipor rolestatementLeave anote inSalesforceWarmtransfer aclient toanotherassociateAddSymanticVIP Accessto anaccountThank aclient forchoosingFidelity

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