Show aclient howto viewstatementsMake anoutboundcall/OTPGiveownershipor rolestatementGive out atimeboundagendaThank aclient forchoosingFidelityUpdateaddressor phonenumberClient failsverificationUseRepWebViewHelp a clientupdatebeneficiariesHelp a clientadd anauthorizeduserSend ane-kit to aclientExpresstransfer aclient toanotherassociateAddSymanticVIP Accessto anaccountProvide aquote fora securityCompleteapasswordresetUseglancewith aclientCompletehigh-risktransactionverificationPerformmanualverificationEnroll aclient inFidelityMyVoiceDirect theclient touse thewebsiteLeave anote inSalesforceUse HelpDesk ona callProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateShow aclient howto viewstatementsMake anoutboundcall/OTPGiveownershipor rolestatementGive out atimeboundagendaThank aclient forchoosingFidelityUpdateaddressor phonenumberClient failsverificationUseRepWebViewHelp a clientupdatebeneficiariesHelp a clientadd anauthorizeduserSend ane-kit to aclientExpresstransfer aclient toanotherassociateAddSymanticVIP Accessto anaccountProvide aquote fora securityCompleteapasswordresetUseglancewith aclientCompletehigh-risktransactionverificationPerformmanualverificationEnroll aclient inFidelityMyVoiceDirect theclient touse thewebsiteLeave anote inSalesforceUse HelpDesk ona callProvideanaccount'sbalanceWarmtransfer aclient toanotherassociate

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