Comeacross aSCUFrestrictionSend outa checkto a clientPlace aMoneymarketfund tradeSend asendwordCalled inabouttheir 401kWalk a clientthrough howto placetrade onlineUseBlueZonePasswordresetHelp aclient takea Dist.Mail out astatement/taxform to clientUtilizeMyQExplaina LimitorderOOWverificationUpdate aclientsphonenumberComeacross anaccount withoptionspositionsPlace aworthlesssecuritytradeWalk a clientthrough thewebsiteComeacross aPDTaccountMake aclientlaughCloseanaccountShowthanks fora client of10+ yearsGave aclient 2 ormorequotesExplain amarketorderWelcomea prev. TDclient toSchwabComeacross aSCUFrestrictionSend outa checkto a clientPlace aMoneymarketfund tradeSend asendwordCalled inabouttheir 401kWalk a clientthrough howto placetrade onlineUseBlueZonePasswordresetHelp aclient takea Dist.Mail out astatement/taxform to clientUtilizeMyQExplaina LimitorderOOWverificationUpdate aclientsphonenumberComeacross anaccount withoptionspositionsPlace aworthlesssecuritytradeWalk a clientthrough thewebsiteComeacross aPDTaccountMake aclientlaughCloseanaccountShowthanks fora client of10+ yearsGave aclient 2 ormorequotesExplain amarketorderWelcomea prev. TDclient toSchwab

TIE NESTING 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. Come across a SCUF restriction
  2. Send out a check to a client
  3. Place a Money market fund trade
  4. Send a sendword
  5. Called in about their 401k
  6. Walk a client through how to place trade online
  7. Use BlueZone
  8. Password reset
  9. Help a client take a Dist.
  10. Mail out a statement/tax form to client
  11. Utilize MyQ
  12. Explain a Limit order
  13. OOW verification
  14. Update a clients phone number
  15. Come across an account with options positions
  16. Place a worthless security trade
  17. Walk a client through the website
  18. Come across a PDT account
  19. Make a client laugh
  20. Close an account
  21. Show thanks for a client of 10+ years
  22. Gave a client 2 or more quotes
  23. Explain a market order
  24. Welcome a prev. TD client to Schwab