OOWverificationComeacross aPDTaccountCalled inabouttheir 401kExplain amarketorderComeacross anaccount withoptionspositionsWelcomea prev. TDclient toSchwabUseBlueZoneWalk a clientthrough howto placetrade onlineUpdate aclientsphonenumberWalk a clientthrough thewebsiteComeacross aSCUFrestrictionPasswordresetShowthanks fora client of10+ yearsSend outa checkto a clientPlace aMoneymarketfund tradeMake aclientlaughSend asendwordMail out astatement/taxform to clientHelp aclient takea Dist.CloseanaccountPlace aworthlesssecuritytradeGave aclient 2 ormorequotesUtilizeMyQExplaina LimitorderOOWverificationComeacross aPDTaccountCalled inabouttheir 401kExplain amarketorderComeacross anaccount withoptionspositionsWelcomea prev. TDclient toSchwabUseBlueZoneWalk a clientthrough howto placetrade onlineUpdate aclientsphonenumberWalk a clientthrough thewebsiteComeacross aSCUFrestrictionPasswordresetShowthanks fora client of10+ yearsSend outa checkto a clientPlace aMoneymarketfund tradeMake aclientlaughSend asendwordMail out astatement/taxform to clientHelp aclient takea Dist.CloseanaccountPlace aworthlesssecuritytradeGave aclient 2 ormorequotesUtilizeMyQExplaina 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. OOW verification
  2. Come across a PDT account
  3. Called in about their 401k
  4. Explain a market order
  5. Come across an account with options positions
  6. Welcome a prev. TD client to Schwab
  7. Use BlueZone
  8. Walk a client through how to place trade online
  9. Update a clients phone number
  10. Walk a client through the website
  11. Come across a SCUF restriction
  12. Password reset
  13. Show thanks for a client of 10+ years
  14. Send out a check to a client
  15. Place a Money market fund trade
  16. Make a client laugh
  17. Send a sendword
  18. Mail out a statement/tax form to client
  19. Help a client take a Dist.
  20. Close an account
  21. Place a worthless security trade
  22. Gave a client 2 or more quotes
  23. Utilize MyQ
  24. Explain a Limit order