Called inabouttheir 401kWalk a clientthrough howto placetrade onlineComeacross aPDTaccountShowthanks fora client of10+ yearsExplain amarketorderGave aclient 2 ormorequotesMake aclientlaughPlace aMoneymarketfund tradeMail out astatement/taxform to clientComeacross aSCUFrestrictionWelcomea prev. TDclient toSchwabSend outa checkto a clientPasswordresetUtilizeMyQHelp aclient takea Dist.Comeacross anaccount withoptionspositionsUseBlueZoneOOWverificationCloseanaccountUpdate aclientsphonenumberWalk a clientthrough thewebsiteExplaina LimitorderSend asendwordPlace aworthlesssecuritytradeCalled inabouttheir 401kWalk a clientthrough howto placetrade onlineComeacross aPDTaccountShowthanks fora client of10+ yearsExplain amarketorderGave aclient 2 ormorequotesMake aclientlaughPlace aMoneymarketfund tradeMail out astatement/taxform to clientComeacross aSCUFrestrictionWelcomea prev. TDclient toSchwabSend outa checkto a clientPasswordresetUtilizeMyQHelp aclient takea Dist.Comeacross anaccount withoptionspositionsUseBlueZoneOOWverificationCloseanaccountUpdate aclientsphonenumberWalk a clientthrough thewebsiteExplaina LimitorderSend asendwordPlace aworthlesssecuritytrade

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