Comeacross aSCUFrestrictionComeacross aPDTaccountWalk a clientthrough thewebsitePasswordresetHelp aclient takea Dist.Send asendwordCalled inabouttheir 401kPlace aworthlesssecuritytradePlace aMoneymarketfund tradeExplain amarketorderShowthanks fora client of10+ yearsOOWverificationUtilizeMyQMake aclientlaughExplaina LimitorderUpdate aclientsphonenumberComeacross anaccount withoptionspositionsCloseanaccountWelcomea prev. TDclient toSchwabUseBlueZoneWalk a clientthrough howto placetrade onlineGave aclient 2 ormorequotesSend outa checkto a clientMail out astatement/taxform to clientComeacross aSCUFrestrictionComeacross aPDTaccountWalk a clientthrough thewebsitePasswordresetHelp aclient takea Dist.Send asendwordCalled inabouttheir 401kPlace aworthlesssecuritytradePlace aMoneymarketfund tradeExplain amarketorderShowthanks fora client of10+ yearsOOWverificationUtilizeMyQMake aclientlaughExplaina LimitorderUpdate aclientsphonenumberComeacross anaccount withoptionspositionsCloseanaccountWelcomea prev. TDclient toSchwabUseBlueZoneWalk a clientthrough howto placetrade onlineGave aclient 2 ormorequotesSend outa checkto a clientMail 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. Come across a SCUF restriction
  2. Come across a PDT account
  3. Walk a client through the website
  4. Password reset
  5. Help a client take a Dist.
  6. Send a sendword
  7. Called in about their 401k
  8. Place a worthless security trade
  9. Place a Money market fund trade
  10. Explain a market order
  11. Show thanks for a client of 10+ years
  12. OOW verification
  13. Utilize MyQ
  14. Make a client laugh
  15. Explain a Limit order
  16. Update a clients phone number
  17. Come across an account with options positions
  18. Close an account
  19. Welcome a prev. TD client to Schwab
  20. Use BlueZone
  21. Walk a client through how to place trade online
  22. Gave a client 2 or more quotes
  23. Send out a check to a client
  24. Mail out a statement/tax form to client