Welcomea prev. TDclient toSchwabUpdate aclientsphonenumberExplain amarketorderComeacross aPDTaccountOOWverificationWalk a clientthrough thewebsiteShowthanks fora client of10+ yearsUseBlueZoneCalled inabouttheir 401kSend asendwordSend outa checkto a clientCloseanaccountHelp aclient takea Dist.UtilizeMyQWalk a clientthrough howto placetrade onlineMake aclientlaughComeacross aSCUFrestrictionPasswordresetComeacross anaccount withoptionspositionsPlace aMoneymarketfund tradePlace aworthlesssecuritytradeExplaina LimitorderGave aclient 2 ormorequotesMail out astatement/taxform to clientWelcomea prev. TDclient toSchwabUpdate aclientsphonenumberExplain amarketorderComeacross aPDTaccountOOWverificationWalk a clientthrough thewebsiteShowthanks fora client of10+ yearsUseBlueZoneCalled inabouttheir 401kSend asendwordSend outa checkto a clientCloseanaccountHelp aclient takea Dist.UtilizeMyQWalk a clientthrough howto placetrade onlineMake aclientlaughComeacross aSCUFrestrictionPasswordresetComeacross anaccount withoptionspositionsPlace aMoneymarketfund tradePlace aworthlesssecuritytradeExplaina LimitorderGave aclient 2 ormorequotesMail out astatement/taxform to 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. Welcome a prev. TD client to Schwab
  2. Update a clients phone number
  3. Explain a market order
  4. Come across a PDT account
  5. OOW verification
  6. Walk a client through the website
  7. Show thanks for a client of 10+ years
  8. Use BlueZone
  9. Called in about their 401k
  10. Send a sendword
  11. Send out a check to a client
  12. Close an account
  13. Help a client take a Dist.
  14. Utilize MyQ
  15. Walk a client through how to place trade online
  16. Make a client laugh
  17. Come across a SCUF restriction
  18. Password reset
  19. Come across an account with options positions
  20. Place a Money market fund trade
  21. Place a worthless security trade
  22. Explain a Limit order
  23. Gave a client 2 or more quotes
  24. Mail out a statement/tax form to client