Update aclientsphonenumberCloseanaccountUtilizeMyQComeacross aSCUFrestrictionWalk a clientthrough thewebsiteExplain amarketorderHelp aclient takea Dist.Place aworthlesssecuritytradeGave aclient 2 ormorequotesUseBlueZoneMake aclientlaughComeacross aPDTaccountSend outa checkto a clientMail out astatement/taxform to clientComeacross anaccount withoptionspositionsWalk a clientthrough howto placetrade onlineSend asendwordWelcomea prev. TDclient toSchwabPasswordresetShowthanks fora client of10+ yearsCalled inabouttheir 401kOOWverificationExplaina LimitorderPlace aMoneymarketfund tradeUpdate aclientsphonenumberCloseanaccountUtilizeMyQComeacross aSCUFrestrictionWalk a clientthrough thewebsiteExplain amarketorderHelp aclient takea Dist.Place aworthlesssecuritytradeGave aclient 2 ormorequotesUseBlueZoneMake aclientlaughComeacross aPDTaccountSend outa checkto a clientMail out astatement/taxform to clientComeacross anaccount withoptionspositionsWalk a clientthrough howto placetrade onlineSend asendwordWelcomea prev. TDclient toSchwabPasswordresetShowthanks fora client of10+ yearsCalled inabouttheir 401kOOWverificationExplaina LimitorderPlace aMoneymarketfund trade

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