Place aMoneymarketfund tradeUtilizeMyQExplain amarketorderMail out astatement/taxform to clientUseBlueZonePlace aworthlesssecuritytradePasswordresetUpdate aclientsphonenumberComeacross aPDTaccountComeacross aSCUFrestrictionGave aclient 2 ormorequotesMake aclientlaughShowthanks fora client of10+ yearsWalk a clientthrough thewebsiteSend outa checkto a clientOOWverificationComeacross anaccount withoptionspositionsWelcomea prev. TDclient toSchwabCloseanaccountCalled inabouttheir 401kSend asendwordWalk a clientthrough howto placetrade onlineHelp aclient takea Dist.Explaina LimitorderPlace aMoneymarketfund tradeUtilizeMyQExplain amarketorderMail out astatement/taxform to clientUseBlueZonePlace aworthlesssecuritytradePasswordresetUpdate aclientsphonenumberComeacross aPDTaccountComeacross aSCUFrestrictionGave aclient 2 ormorequotesMake aclientlaughShowthanks fora client of10+ yearsWalk a clientthrough thewebsiteSend outa checkto a clientOOWverificationComeacross anaccount withoptionspositionsWelcomea prev. TDclient toSchwabCloseanaccountCalled inabouttheir 401kSend asendwordWalk a clientthrough howto placetrade onlineHelp aclient takea Dist.Explaina Limitorder

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