Showthanks fora client of10+ yearsWalk a clientthrough howto placetrade onlineComeacross anaccount withoptionspositionsPasswordresetExplaina LimitorderExplain amarketorderWalk a clientthrough thewebsiteOOWverificationWelcomea prev. TDclient toSchwabHelp aclient takea Dist.Make aclientlaughSend outa checkto a clientUpdate aclientsphonenumberPlace aworthlesssecuritytradeComeacross aSCUFrestrictionUtilizeMyQGave aclient 2 ormorequotesUseBlueZoneMail out astatement/taxform to clientCloseanaccountCalled inabouttheir 401kSend asendwordPlace aMoneymarketfund tradeComeacross aPDTaccountShowthanks fora client of10+ yearsWalk a clientthrough howto placetrade onlineComeacross anaccount withoptionspositionsPasswordresetExplaina LimitorderExplain amarketorderWalk a clientthrough thewebsiteOOWverificationWelcomea prev. TDclient toSchwabHelp aclient takea Dist.Make aclientlaughSend outa checkto a clientUpdate aclientsphonenumberPlace aworthlesssecuritytradeComeacross aSCUFrestrictionUtilizeMyQGave aclient 2 ormorequotesUseBlueZoneMail out astatement/taxform to clientCloseanaccountCalled inabouttheir 401kSend asendwordPlace aMoneymarketfund tradeComeacross aPDTaccount

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