Placeopeningtrade forday tradeTrade foran accountwith a Daytrade callACW <60for 5 daysout of themonth>90 QAscoreaveragefor monthDiscloseB/H forPDT underequityPlace a fullliquidationof a mutualfundGet a 95%or higherADH for 5days out ofthe monthGet 3100 NPSscoresLog 100digitalconversationsSend aclient anoptionsagreementExplain to aclient howthe cashsweep worksGetsomeone todownloadthe mobileapp<50 holdfor 5 daysout of themonthSet upmoneymovementinstructionswith MM2.0Get largeorderapprovalUpdateclient'smobilephonenumberOpen a cashcovered/uncoveredputSubmit acomplaintShow clienthow to placean optionsorder onlineGuide clientthroughchangingdividendreinvestmenton appHelp a clientliquidate fortheir RMDGuide clientthrough uploadingdocuments viasecure messagecenterDe-escalatea callrequesting asupervisorSendmarginagreementPlaceopeningtrade forday tradeTrade foran accountwith a Daytrade callACW <60for 5 daysout of themonth>90 QAscoreaveragefor monthDiscloseB/H forPDT underequityPlace a fullliquidationof a mutualfundGet a 95%or higherADH for 5days out ofthe monthGet 3100 NPSscoresLog 100digitalconversationsSend aclient anoptionsagreementExplain to aclient howthe cashsweep worksGetsomeone todownloadthe mobileapp<50 holdfor 5 daysout of themonthSet upmoneymovementinstructionswith MM2.0Get largeorderapprovalUpdateclient'smobilephonenumberOpen a cashcovered/uncoveredputSubmit acomplaintShow clienthow to placean optionsorder onlineGuide clientthroughchangingdividendreinvestmenton appHelp a clientliquidate fortheir RMDGuide clientthrough uploadingdocuments viasecure messagecenterDe-escalatea callrequesting asupervisorSendmarginagreement

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