Giveownershipor rolestatementHelp a clientadd anauthorizeduserShow aclient howto viewstatementsCompleteapasswordresetUseglancewith aclientAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateUpdateaddressor phonenumberProvide aquote fora securityThank aclient forchoosingFidelityUse HelpDesk ona callProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateGive out atimeboundagendaLeave anote inSalesforceClient failsverificationDirect theclient touse thewebsiteEnroll aclient inFidelityMyVoiceSend ane-kit to aclientHelp a clientupdatebeneficiariesMake anoutboundcall/OTPCompletehigh-risktransactionverificationUseRepWebViewPerformmanualverificationGiveownershipor rolestatementHelp a clientadd anauthorizeduserShow aclient howto viewstatementsCompleteapasswordresetUseglancewith aclientAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateUpdateaddressor phonenumberProvide aquote fora securityThank aclient forchoosingFidelityUse HelpDesk ona callProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateGive out atimeboundagendaLeave anote inSalesforceClient failsverificationDirect theclient touse thewebsiteEnroll aclient inFidelityMyVoiceSend ane-kit to aclientHelp a clientupdatebeneficiariesMake anoutboundcall/OTPCompletehigh-risktransactionverificationUseRepWebViewPerformmanualverification

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