De-escalatea callrequesting asupervisorPlace a fullliquidationof a mutualfundSubmit acomplaintGuide clientthrough uploadingdocuments viasecure messagecenterOpen a cashcovered/uncoveredputSet upmoneymovementinstructionswith MM2.0SendmarginagreementLog 100digitalconversationsShow clienthow to placean optionsorder online>90 QAscoreaveragefor monthGetsomeone todownloadthe mobileappGuide clientthroughchangingdividendreinvestmenton appGet largeorderapprovalExplain to aclient howthe cashsweep worksUpdateclient'smobilephonenumberDiscloseB/H forPDT underequityGet a 95%or higherADH for 5days out ofthe monthTrade foran accountwith a Daytrade call<50 holdfor 5 daysout of themonthGet 3100 NPSscoresSend aclient anoptionsagreementHelp a clientliquidate fortheir RMDPlaceopeningtrade forday tradeACW <60for 5 daysout of themonthDe-escalatea callrequesting asupervisorPlace a fullliquidationof a mutualfundSubmit acomplaintGuide clientthrough uploadingdocuments viasecure messagecenterOpen a cashcovered/uncoveredputSet upmoneymovementinstructionswith MM2.0SendmarginagreementLog 100digitalconversationsShow clienthow to placean optionsorder online>90 QAscoreaveragefor monthGetsomeone todownloadthe mobileappGuide clientthroughchangingdividendreinvestmenton appGet largeorderapprovalExplain to aclient howthe cashsweep worksUpdateclient'smobilephonenumberDiscloseB/H forPDT underequityGet a 95%or higherADH for 5days out ofthe monthTrade foran accountwith a Daytrade call<50 holdfor 5 daysout of themonthGet 3100 NPSscoresSend aclient anoptionsagreementHelp a clientliquidate fortheir RMDPlaceopeningtrade forday tradeACW <60for 5 daysout of themonth

Trader 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. De-escalate a call requesting a supervisor
  2. Place a full liquidation of a mutual fund
  3. Submit a complaint
  4. Guide client through uploading documents via secure message center
  5. Open a cash covered/ uncovered put
  6. Set up money movement instructions with MM2.0
  7. Send margin agreement
  8. Log 100 digital conversations
  9. Show client how to place an options order online
  10. >90 QA score average for month
  11. Get someone to download the mobile app
  12. Guide client through changing dividend reinvestment on app
  13. Get large order approval
  14. Explain to a client how the cash sweep works
  15. Update client's mobile phone number
  16. Disclose B/H for PDT under equity
  17. Get a 95% or higher ADH for 5 days out of the month
  18. Trade for an account with a Day trade call
  19. <50 hold for 5 days out of the month
  20. Get 3 100 NPS scores
  21. Send a client an options agreement
  22. Help a client liquidate for their RMD
  23. Place opening trade for day trade
  24. ACW <60 for 5 days out of the month