Explain amarketorderWalk a clientthrough howto placetrade onlineMail out astatement/taxform to clientComeacross aPDTaccountPasswordresetCloseanaccountComeacross aSCUFrestrictionOOWverificationExplaina LimitorderPlace aMoneymarketfund tradePlace aworthlesssecuritytradeUseBlueZoneWelcomea prev. TDclient toSchwabShowthanks fora client of10+ yearsUtilizeMyQGave aclient 2 ormorequotesUpdate aclientsphonenumberComeacross anaccount withoptionspositionsWalk a clientthrough thewebsiteHelp aclient takea Dist.Send outa checkto a clientMake aclientlaughCalled inabouttheir 401kSend asendwordExplain amarketorderWalk a clientthrough howto placetrade onlineMail out astatement/taxform to clientComeacross aPDTaccountPasswordresetCloseanaccountComeacross aSCUFrestrictionOOWverificationExplaina LimitorderPlace aMoneymarketfund tradePlace aworthlesssecuritytradeUseBlueZoneWelcomea prev. TDclient toSchwabShowthanks fora client of10+ yearsUtilizeMyQGave aclient 2 ormorequotesUpdate aclientsphonenumberComeacross anaccount withoptionspositionsWalk a clientthrough thewebsiteHelp aclient takea Dist.Send outa checkto a clientMake aclientlaughCalled inabouttheir 401kSend asendword

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