Trade foran accountwith a Daytrade callGuide clientthroughchangingdividendreinvestmenton appOpen a cashcovered/uncoveredputExplain to aclient howthe cashsweep worksGet largeorderapprovalSet upmoneymovementinstructionswith MM2.0Get a 95%or higherADH for 5days out ofthe monthACW <60for 5 daysout of themonthSendmarginagreement<50 holdfor 5 daysout of themonthSend aclient anoptionsagreementPlace a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappDiscloseB/H forPDT underequityGet 3100 NPSscoresLog 100digitalconversationsSubmit acomplaintShow clienthow to placean optionsorder onlineGuide clientthrough uploadingdocuments viasecure messagecenterHelp a clientliquidate fortheir RMDUpdateclient'smobilephonenumberPlaceopeningtrade forday trade>90 QAscoreaveragefor monthDe-escalatea callrequesting asupervisorTrade foran accountwith a Daytrade callGuide clientthroughchangingdividendreinvestmenton appOpen a cashcovered/uncoveredputExplain to aclient howthe cashsweep worksGet largeorderapprovalSet upmoneymovementinstructionswith MM2.0Get a 95%or higherADH for 5days out ofthe monthACW <60for 5 daysout of themonthSendmarginagreement<50 holdfor 5 daysout of themonthSend aclient anoptionsagreementPlace a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappDiscloseB/H forPDT underequityGet 3100 NPSscoresLog 100digitalconversationsSubmit acomplaintShow clienthow to placean optionsorder onlineGuide clientthrough uploadingdocuments viasecure messagecenterHelp a clientliquidate fortheir RMDUpdateclient'smobilephonenumberPlaceopeningtrade forday trade>90 QAscoreaveragefor monthDe-escalatea callrequesting asupervisor

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