Get 3100 NPSscoresGet a 95%or higherADH for 5days out ofthe monthHelp a clientliquidate fortheir RMDShow clienthow to placean optionsorder onlineSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callPlace a fullliquidationof a mutualfundPlaceopeningtrade forday tradeOpen a cashcovered/uncoveredputDe-escalatea callrequesting asupervisorGuide clientthrough uploadingdocuments viasecure messagecenterACW <60for 5 daysout of themonthSendmarginagreement<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appSubmit acomplaintGet largeorderapprovalDiscloseB/H forPDT underequitySend aclient anoptionsagreementGetsomeone todownloadthe mobileappUpdateclient'smobilephonenumberExplain to aclient howthe cashsweep works>90 QAscoreaveragefor monthLog 100digitalconversationsGet 3100 NPSscoresGet a 95%or higherADH for 5days out ofthe monthHelp a clientliquidate fortheir RMDShow clienthow to placean optionsorder onlineSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callPlace a fullliquidationof a mutualfundPlaceopeningtrade forday tradeOpen a cashcovered/uncoveredputDe-escalatea callrequesting asupervisorGuide clientthrough uploadingdocuments viasecure messagecenterACW <60for 5 daysout of themonthSendmarginagreement<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appSubmit acomplaintGet largeorderapprovalDiscloseB/H forPDT underequitySend aclient anoptionsagreementGetsomeone todownloadthe mobileappUpdateclient'smobilephonenumberExplain to aclient howthe cashsweep works>90 QAscoreaveragefor monthLog 100digitalconversations

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