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