Submit acomplaintDiscloseB/H forPDT underequityPlaceopeningtrade forday tradeGet a 95%or higherADH for 5days out ofthe monthSendmarginagreementSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callPlace a fullliquidationof a mutualfundGet 3100 NPSscoresUpdateclient'smobilephonenumberGet largeorderapprovalGuide clientthrough uploadingdocuments viasecure messagecenter<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appOpen a cashcovered/uncoveredputACW <60for 5 daysout of themonthLog 100digitalconversationsExplain to aclient howthe cashsweep worksShow clienthow to placean optionsorder online>90 QAscoreaveragefor monthSend aclient anoptionsagreementGetsomeone todownloadthe mobileappHelp a clientliquidate fortheir RMDDe-escalatea callrequesting asupervisorSubmit acomplaintDiscloseB/H forPDT underequityPlaceopeningtrade forday tradeGet a 95%or higherADH for 5days out ofthe monthSendmarginagreementSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callPlace a fullliquidationof a mutualfundGet 3100 NPSscoresUpdateclient'smobilephonenumberGet largeorderapprovalGuide clientthrough uploadingdocuments viasecure messagecenter<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appOpen a cashcovered/uncoveredputACW <60for 5 daysout of themonthLog 100digitalconversationsExplain to aclient howthe cashsweep worksShow clienthow to placean optionsorder online>90 QAscoreaveragefor monthSend aclient anoptionsagreementGetsomeone todownloadthe mobileappHelp a clientliquidate fortheir RMDDe-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. Submit a complaint
  2. Disclose B/H for PDT under equity
  3. Place opening trade for day trade
  4. Get a 95% or higher ADH for 5 days out of the month
  5. Send margin agreement
  6. Set up money movement instructions with MM2.0
  7. Trade for an account with a Day trade call
  8. Place a full liquidation of a mutual fund
  9. Get 3 100 NPS scores
  10. Update client's mobile phone number
  11. Get large order approval
  12. Guide client through uploading documents via secure message center
  13. <50 hold for 5 days out of the month
  14. Guide client through changing dividend reinvestment on app
  15. Open a cash covered/ uncovered put
  16. ACW <60 for 5 days out of the month
  17. Log 100 digital conversations
  18. Explain to a client how the cash sweep works
  19. Show client how to place an options order online
  20. >90 QA score average for month
  21. Send a client an options agreement
  22. Get someone to download the mobile app
  23. Help a client liquidate for their RMD
  24. De-escalate a call requesting a supervisor