Walk a clientthrough thewebsiteMail out astatement/taxform to clientGave aclient 2 ormorequotesExplaina LimitorderUpdate aclientsphonenumberComeacross anaccount withoptionspositionsSend asendwordExplain amarketorderCalled inabouttheir 401kSend outa checkto a clientWelcomea prev. TDclient toSchwabWalk a clientthrough howto placetrade onlinePasswordresetComeacross aPDTaccountCloseanaccountHelp aclient takea Dist.UtilizeMyQPlace aMoneymarketfund tradeComeacross aSCUFrestrictionOOWverificationPlace aworthlesssecuritytradeMake aclientlaughShowthanks fora client of10+ yearsUseBlueZoneWalk a clientthrough thewebsiteMail out astatement/taxform to clientGave aclient 2 ormorequotesExplaina LimitorderUpdate aclientsphonenumberComeacross anaccount withoptionspositionsSend asendwordExplain amarketorderCalled inabouttheir 401kSend outa checkto a clientWelcomea prev. TDclient toSchwabWalk a clientthrough howto placetrade onlinePasswordresetComeacross aPDTaccountCloseanaccountHelp aclient takea Dist.UtilizeMyQPlace aMoneymarketfund tradeComeacross aSCUFrestrictionOOWverificationPlace aworthlesssecuritytradeMake aclientlaughShowthanks fora client of10+ yearsUseBlueZone

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