PasswordresetExplaina LimitorderMail out astatement/taxform to clientPlace aworthlesssecuritytradeShowthanks fora client of10+ yearsUtilizeMyQSend outa checkto a clientComeacross aPDTaccountGave aclient 2 ormorequotesUpdate aclientsphonenumberMake aclientlaughWelcomea prev. TDclient toSchwabComeacross anaccount withoptionspositionsWalk a clientthrough howto placetrade onlineWalk a clientthrough thewebsiteOOWverificationPlace aMoneymarketfund tradeSend asendwordComeacross aSCUFrestrictionHelp aclient takea Dist.Called inabouttheir 401kExplain amarketorderUseBlueZoneCloseanaccountPasswordresetExplaina LimitorderMail out astatement/taxform to clientPlace aworthlesssecuritytradeShowthanks fora client of10+ yearsUtilizeMyQSend outa checkto a clientComeacross aPDTaccountGave aclient 2 ormorequotesUpdate aclientsphonenumberMake aclientlaughWelcomea prev. TDclient toSchwabComeacross anaccount withoptionspositionsWalk a clientthrough howto placetrade onlineWalk a clientthrough thewebsiteOOWverificationPlace aMoneymarketfund tradeSend asendwordComeacross aSCUFrestrictionHelp aclient takea Dist.Called inabouttheir 401kExplain amarketorderUseBlueZoneCloseanaccount

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