Getsomeone todownloadthe mobileappDe-escalatea callrequesting asupervisorExplain to aclient howthe cashsweep worksSendmarginagreementSet upmoneymovementinstructionswith MM2.0Submit acomplaintPlaceopeningtrade forday tradeACW <60for 5 daysout of themonthHelp a clientliquidate fortheir RMDSend aclient anoptionsagreementGuide clientthrough uploadingdocuments viasecure messagecenterDiscloseB/H forPDT underequityGet largeorderapprovalLog 100digitalconversationsOpen a cashcovered/uncoveredput<50 holdfor 5 daysout of themonthUpdateclient'smobilephonenumberShow clienthow to placean optionsorder onlineGuide clientthroughchangingdividendreinvestmenton appGet a 95%or higherADH for 5days out ofthe month>90 QAscoreaveragefor monthTrade foran accountwith a Daytrade callGet 3100 NPSscoresPlace a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappDe-escalatea callrequesting asupervisorExplain to aclient howthe cashsweep worksSendmarginagreementSet upmoneymovementinstructionswith MM2.0Submit acomplaintPlaceopeningtrade forday tradeACW <60for 5 daysout of themonthHelp a clientliquidate fortheir RMDSend aclient anoptionsagreementGuide clientthrough uploadingdocuments viasecure messagecenterDiscloseB/H forPDT underequityGet largeorderapprovalLog 100digitalconversationsOpen a cashcovered/uncoveredput<50 holdfor 5 daysout of themonthUpdateclient'smobilephonenumberShow clienthow to placean optionsorder onlineGuide clientthroughchangingdividendreinvestmenton appGet a 95%or higherADH for 5days out ofthe month>90 QAscoreaveragefor monthTrade foran accountwith a Daytrade callGet 3100 NPSscoresPlace a fullliquidationof a mutualfund

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Get someone to download the mobile app
  2. De-escalate a call requesting a supervisor
  3. Explain to a client how the cash sweep works
  4. Send margin agreement
  5. Set up money movement instructions with MM2.0
  6. Submit a complaint
  7. Place opening trade for day trade
  8. ACW <60 for 5 days out of the month
  9. Help a client liquidate for their RMD
  10. Send a client an options agreement
  11. Guide client through uploading documents via secure message center
  12. Disclose B/H for PDT under equity
  13. Get large order approval
  14. Log 100 digital conversations
  15. Open a cash covered/ uncovered put
  16. <50 hold for 5 days out of the month
  17. Update client's mobile phone number
  18. Show client how to place an options order online
  19. Guide client through changing dividend reinvestment on app
  20. Get a 95% or higher ADH for 5 days out of the month
  21. >90 QA score average for month
  22. Trade for an account with a Day trade call
  23. Get 3 100 NPS scores
  24. Place a full liquidation of a mutual fund