Comeacross aPDTaccountExplaina LimitorderUpdate aclientsphonenumberWelcomea prev. TDclient toSchwabHelp aclient takea Dist.Send outa checkto a clientComeacross aSCUFrestrictionUseBlueZoneWalk a clientthrough howto placetrade onlineSend asendwordPlace aworthlesssecuritytradeOOWverificationPasswordresetUtilizeMyQCalled inabouttheir 401kPlace aMoneymarketfund tradeCloseanaccountComeacross anaccount withoptionspositionsShowthanks fora client of10+ yearsMake aclientlaughMail out astatement/taxform to clientWalk a clientthrough thewebsiteGave aclient 2 ormorequotesExplain amarketorderComeacross aPDTaccountExplaina LimitorderUpdate aclientsphonenumberWelcomea prev. TDclient toSchwabHelp aclient takea Dist.Send outa checkto a clientComeacross aSCUFrestrictionUseBlueZoneWalk a clientthrough howto placetrade onlineSend asendwordPlace aworthlesssecuritytradeOOWverificationPasswordresetUtilizeMyQCalled inabouttheir 401kPlace aMoneymarketfund tradeCloseanaccountComeacross anaccount withoptionspositionsShowthanks fora client of10+ yearsMake aclientlaughMail out astatement/taxform to clientWalk a clientthrough thewebsiteGave aclient 2 ormorequotesExplain amarketorder

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