UseBlueZoneSend outa checkto a clientPlace aMoneymarketfund tradeUpdate aclientsphonenumberMail out astatement/taxform to clientPasswordresetMake aclientlaughGave aclient 2 ormorequotesUtilizeMyQPlace aworthlesssecuritytradeWelcomea prev. TDclient toSchwabWalk a clientthrough thewebsiteCloseanaccountOOWverificationHelp aclient takea Dist.Walk a clientthrough howto placetrade onlineSend asendwordExplaina LimitorderComeacross aSCUFrestrictionShowthanks fora client of10+ yearsComeacross aPDTaccountComeacross anaccount withoptionspositionsExplain amarketorderCalled inabouttheir 401kUseBlueZoneSend outa checkto a clientPlace aMoneymarketfund tradeUpdate aclientsphonenumberMail out astatement/taxform to clientPasswordresetMake aclientlaughGave aclient 2 ormorequotesUtilizeMyQPlace aworthlesssecuritytradeWelcomea prev. TDclient toSchwabWalk a clientthrough thewebsiteCloseanaccountOOWverificationHelp aclient takea Dist.Walk a clientthrough howto placetrade onlineSend asendwordExplaina LimitorderComeacross aSCUFrestrictionShowthanks fora client of10+ yearsComeacross aPDTaccountComeacross anaccount withoptionspositionsExplain amarketorderCalled inabouttheir 401k

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