Place aMoneymarketfund tradeShowthanks fora client of10+ yearsSend asendwordMake aclientlaughGave aclient 2 ormorequotesCloseanaccountWelcomea prev. TDclient toSchwabPasswordresetUtilizeMyQComeacross anaccount withoptionspositionsPlace aworthlesssecuritytradeOOWverificationComeacross aSCUFrestrictionHelp aclient takea Dist.Comeacross aPDTaccountWalk a clientthrough howto placetrade onlineUpdate aclientsphonenumberUseBlueZoneWalk a clientthrough thewebsiteMail out astatement/taxform to clientExplain amarketorderExplaina LimitorderCalled inabouttheir 401kSend outa checkto a clientPlace aMoneymarketfund tradeShowthanks fora client of10+ yearsSend asendwordMake aclientlaughGave aclient 2 ormorequotesCloseanaccountWelcomea prev. TDclient toSchwabPasswordresetUtilizeMyQComeacross anaccount withoptionspositionsPlace aworthlesssecuritytradeOOWverificationComeacross aSCUFrestrictionHelp aclient takea Dist.Comeacross aPDTaccountWalk a clientthrough howto placetrade onlineUpdate aclientsphonenumberUseBlueZoneWalk a clientthrough thewebsiteMail out astatement/taxform to clientExplain amarketorderExplaina LimitorderCalled inabouttheir 401kSend outa checkto a client

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