Help a clientupdatebeneficiariesHelp a clientadd anauthorizeduserMake anoutboundcall/OTPUseRepWebViewSend ane-kit to aclientExpresstransfer aclient toanotherassociateProvideanaccount'sbalanceClient failsverificationUpdateaddressor phonenumberGiveownershipor rolestatementPerformmanualverificationAddSymanticVIP Accessto anaccountWarmtransfer aclient toanotherassociateGive out atimeboundagendaProvide aquote fora securityShow aclient howto viewstatementsCompletehigh-risktransactionverificationCompleteapasswordresetUse HelpDesk ona callEnroll aclient inFidelityMyVoiceDirect theclient touse thewebsiteUseglancewith aclientLeave anote inSalesforceThank aclient forchoosingFidelityHelp a clientupdatebeneficiariesHelp a clientadd anauthorizeduserMake anoutboundcall/OTPUseRepWebViewSend ane-kit to aclientExpresstransfer aclient toanotherassociateProvideanaccount'sbalanceClient failsverificationUpdateaddressor phonenumberGiveownershipor rolestatementPerformmanualverificationAddSymanticVIP Accessto anaccountWarmtransfer aclient toanotherassociateGive out atimeboundagendaProvide aquote fora securityShow aclient howto viewstatementsCompletehigh-risktransactionverificationCompleteapasswordresetUse HelpDesk ona callEnroll aclient inFidelityMyVoiceDirect theclient touse thewebsiteUseglancewith aclientLeave anote inSalesforceThank 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. Help a client update beneficiaries
  2. Help a client add an authorized user
  3. Make an outbound call/OTP
  4. Use RepWebView
  5. Send an e-kit to a client
  6. Express transfer a client to another associate
  7. Provide an account's balance
  8. Client fails verification
  9. Update address or phone number
  10. Give ownership or role statement
  11. Perform manual verification
  12. Add Symantic VIP Access to an account
  13. Warm transfer a client to another associate
  14. Give out a timebound agenda
  15. Provide a quote for a security
  16. Show a client how to view statements
  17. Complete high-risk transaction verification
  18. Complete a password reset
  19. Use Help Desk on a call
  20. Enroll a client in Fidelity MyVoice
  21. Direct the client to use the website
  22. Use glance with a client
  23. Leave a note in Salesforce
  24. Thank a client for choosing Fidelity