Help a clientupdatebeneficiariesHelp a clientadd anauthorizeduserGiveownershipor rolestatementExpresstransfer aclient toanotherassociateShow aclient howto viewstatementsProvideanaccount'sbalanceEnroll aclient inFidelityMyVoiceSend ane-kit to aclientThank aclient forchoosingFidelityUse HelpDesk ona callCompleteapasswordresetGive out atimeboundagendaDirect theclient touse thewebsiteMake anoutboundcall/OTPWarmtransfer aclient toanotherassociatePerformmanualverificationAddSymanticVIP Accessto anaccountUpdateaddressor phonenumberProvide aquote fora securityClient failsverificationLeave anote inSalesforceUseglancewith aclientUseRepWebViewCompletehigh-risktransactionverificationHelp a clientupdatebeneficiariesHelp a clientadd anauthorizeduserGiveownershipor rolestatementExpresstransfer aclient toanotherassociateShow aclient howto viewstatementsProvideanaccount'sbalanceEnroll aclient inFidelityMyVoiceSend ane-kit to aclientThank aclient forchoosingFidelityUse HelpDesk ona callCompleteapasswordresetGive out atimeboundagendaDirect theclient touse thewebsiteMake anoutboundcall/OTPWarmtransfer aclient toanotherassociatePerformmanualverificationAddSymanticVIP Accessto anaccountUpdateaddressor phonenumberProvide aquote fora securityClient failsverificationLeave anote inSalesforceUseglancewith aclientUseRepWebViewCompletehigh-risktransactionverification

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