Make aclientlaughSend outa checkto a clientPlace aMoneymarketfund tradeCalled inabouttheir 401kPlace aworthlesssecuritytradeCloseanaccountWalk a clientthrough thewebsitePasswordresetExplaina LimitorderUseBlueZoneWelcomea prev. TDclient toSchwabOOWverificationShowthanks fora client of10+ yearsUpdate aclientsphonenumberGave aclient 2 ormorequotesComeacross aSCUFrestrictionWalk a clientthrough howto placetrade onlineComeacross aPDTaccountComeacross anaccount withoptionspositionsExplain amarketorderUtilizeMyQSend asendwordMail out astatement/taxform to clientHelp aclient takea Dist.Make aclientlaughSend outa checkto a clientPlace aMoneymarketfund tradeCalled inabouttheir 401kPlace aworthlesssecuritytradeCloseanaccountWalk a clientthrough thewebsitePasswordresetExplaina LimitorderUseBlueZoneWelcomea prev. TDclient toSchwabOOWverificationShowthanks fora client of10+ yearsUpdate aclientsphonenumberGave aclient 2 ormorequotesComeacross aSCUFrestrictionWalk a clientthrough howto placetrade onlineComeacross aPDTaccountComeacross anaccount withoptionspositionsExplain amarketorderUtilizeMyQSend asendwordMail out astatement/taxform to clientHelp aclient takea Dist.

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