SendmarginagreementDe-escalatea callrequesting asupervisorGuide clientthrough uploadingdocuments viasecure messagecenterExplain to aclient howthe cashsweep worksLog 100digitalconversationsPlaceopeningtrade forday tradeShow clienthow to placean optionsorder onlineHelp a clientliquidate fortheir RMDSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callGetsomeone todownloadthe mobileappPlace a fullliquidationof a mutualfundGet a 95%or higherADH for 5days out ofthe monthOpen a cashcovered/uncoveredputACW <60for 5 daysout of themonthSend aclient anoptionsagreement>90 QAscoreaveragefor monthSubmit acomplaintGet largeorderapprovalDiscloseB/H forPDT underequityUpdateclient'smobilephonenumberGet 3100 NPSscores<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appSendmarginagreementDe-escalatea callrequesting asupervisorGuide clientthrough uploadingdocuments viasecure messagecenterExplain to aclient howthe cashsweep worksLog 100digitalconversationsPlaceopeningtrade forday tradeShow clienthow to placean optionsorder onlineHelp a clientliquidate fortheir RMDSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callGetsomeone todownloadthe mobileappPlace a fullliquidationof a mutualfundGet a 95%or higherADH for 5days out ofthe monthOpen a cashcovered/uncoveredputACW <60for 5 daysout of themonthSend aclient anoptionsagreement>90 QAscoreaveragefor monthSubmit acomplaintGet largeorderapprovalDiscloseB/H forPDT underequityUpdateclient'smobilephonenumberGet 3100 NPSscores<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton app

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