UtilizeMyQHelp aclient takea Dist.Place aMoneymarketfund tradeWalk a clientthrough howto placetrade onlineExplaina LimitorderComeacross aSCUFrestrictionGave aclient 2 ormorequotesUpdate aclientsphonenumberWalk a clientthrough thewebsiteSend asendwordUseBlueZoneComeacross anaccount withoptionspositionsExplain amarketorderSend outa checkto a clientOOWverificationMake aclientlaughCalled inabouttheir 401kCloseanaccountMail out astatement/taxform to clientPlace aworthlesssecuritytradeShowthanks fora client of10+ yearsComeacross aPDTaccountPasswordresetWelcomea prev. TDclient toSchwabUtilizeMyQHelp aclient takea Dist.Place aMoneymarketfund tradeWalk a clientthrough howto placetrade onlineExplaina LimitorderComeacross aSCUFrestrictionGave aclient 2 ormorequotesUpdate aclientsphonenumberWalk a clientthrough thewebsiteSend asendwordUseBlueZoneComeacross anaccount withoptionspositionsExplain amarketorderSend outa checkto a clientOOWverificationMake aclientlaughCalled inabouttheir 401kCloseanaccountMail out astatement/taxform to clientPlace aworthlesssecuritytradeShowthanks fora client of10+ yearsComeacross aPDTaccountPasswordresetWelcomea prev. TDclient toSchwab

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