Called inabouttheir 401kUtilizeMyQComeacross aSCUFrestrictionPlace aMoneymarketfund tradeComeacross aPDTaccountPlace aworthlesssecuritytradeWalk a clientthrough thewebsiteExplaina LimitorderWalk a clientthrough howto placetrade onlinePasswordresetOOWverificationMail out astatement/taxform to clientUseBlueZoneSend asendwordShowthanks fora client of10+ yearsWelcomea prev. TDclient toSchwabSend outa checkto a clientHelp aclient takea Dist.Explain amarketorderCloseanaccountMake aclientlaughComeacross anaccount withoptionspositionsUpdate aclientsphonenumberGave aclient 2 ormorequotesCalled inabouttheir 401kUtilizeMyQComeacross aSCUFrestrictionPlace aMoneymarketfund tradeComeacross aPDTaccountPlace aworthlesssecuritytradeWalk a clientthrough thewebsiteExplaina LimitorderWalk a clientthrough howto placetrade onlinePasswordresetOOWverificationMail out astatement/taxform to clientUseBlueZoneSend asendwordShowthanks fora client of10+ yearsWelcomea prev. TDclient toSchwabSend outa checkto a clientHelp aclient takea Dist.Explain amarketorderCloseanaccountMake aclientlaughComeacross anaccount withoptionspositionsUpdate aclientsphonenumberGave aclient 2 ormorequotes

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