Get 3100 NPSscoresACW <60for 5 daysout of themonthSend aclient anoptionsagreementGet a 95%or higherADH for 5days out ofthe monthTrade foran accountwith a Daytrade callGuide clientthroughchangingdividendreinvestmenton appOpen a cashcovered/uncoveredputGuide clientthrough uploadingdocuments viasecure messagecenterGet largeorderapprovalDe-escalatea callrequesting asupervisorDiscloseB/H forPDT underequityShow clienthow to placean optionsorder onlineSubmit acomplaintHelp a clientliquidate fortheir RMDUpdateclient'smobilephonenumberSet upmoneymovementinstructionswith MM2.0Place a fullliquidationof a mutualfund<50 holdfor 5 daysout of themonthLog 100digitalconversations>90 QAscoreaveragefor monthPlaceopeningtrade forday tradeGetsomeone todownloadthe mobileappSendmarginagreementExplain to aclient howthe cashsweep worksGet 3100 NPSscoresACW <60for 5 daysout of themonthSend aclient anoptionsagreementGet a 95%or higherADH for 5days out ofthe monthTrade foran accountwith a Daytrade callGuide clientthroughchangingdividendreinvestmenton appOpen a cashcovered/uncoveredputGuide clientthrough uploadingdocuments viasecure messagecenterGet largeorderapprovalDe-escalatea callrequesting asupervisorDiscloseB/H forPDT underequityShow clienthow to placean optionsorder onlineSubmit acomplaintHelp a clientliquidate fortheir RMDUpdateclient'smobilephonenumberSet upmoneymovementinstructionswith MM2.0Place a fullliquidationof a mutualfund<50 holdfor 5 daysout of themonthLog 100digitalconversations>90 QAscoreaveragefor monthPlaceopeningtrade forday tradeGetsomeone todownloadthe mobileappSendmarginagreementExplain to aclient howthe cashsweep works

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