CloseanaccountUseBlueZoneShowthanks fora client of10+ yearsHelp aclient takea Dist.Gave aclient 2 ormorequotesSend asendwordWalk a clientthrough howto placetrade onlineCalled inabouttheir 401kExplaina LimitorderOOWverificationComeacross anaccount withoptionspositionsWelcomea prev. TDclient toSchwabComeacross aSCUFrestrictionUtilizeMyQMake aclientlaughUpdate aclientsphonenumberPlace aMoneymarketfund tradePlace aworthlesssecuritytradeComeacross aPDTaccountSend outa checkto a clientMail out astatement/taxform to clientPasswordresetExplain amarketorderWalk a clientthrough thewebsiteCloseanaccountUseBlueZoneShowthanks fora client of10+ yearsHelp aclient takea Dist.Gave aclient 2 ormorequotesSend asendwordWalk a clientthrough howto placetrade onlineCalled inabouttheir 401kExplaina LimitorderOOWverificationComeacross anaccount withoptionspositionsWelcomea prev. TDclient toSchwabComeacross aSCUFrestrictionUtilizeMyQMake aclientlaughUpdate aclientsphonenumberPlace aMoneymarketfund tradePlace aworthlesssecuritytradeComeacross aPDTaccountSend outa checkto a clientMail out astatement/taxform to clientPasswordresetExplain amarketorderWalk a clientthrough thewebsite

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