Submit acomplaintGuide clientthrough uploadingdocuments viasecure messagecenterSet upmoneymovementinstructionswith MM2.0Get largeorderapprovalACW <60for 5 daysout of themonth<50 holdfor 5 daysout of themonthPlaceopeningtrade forday tradeUpdateclient'smobilephonenumberLog 100digitalconversationsGetsomeone todownloadthe mobileappSendmarginagreementGet 3100 NPSscoresTrade foran accountwith a Daytrade callHelp a clientliquidate fortheir RMDOpen a cashcovered/uncoveredputGet a 95%or higherADH for 5days out ofthe monthSend aclient anoptionsagreementDiscloseB/H forPDT underequityShow clienthow to placean optionsorder onlineExplain to aclient howthe cashsweep worksGuide clientthroughchangingdividendreinvestmenton app>90 QAscoreaveragefor monthDe-escalatea callrequesting asupervisorPlace a fullliquidationof a mutualfundSubmit acomplaintGuide clientthrough uploadingdocuments viasecure messagecenterSet upmoneymovementinstructionswith MM2.0Get largeorderapprovalACW <60for 5 daysout of themonth<50 holdfor 5 daysout of themonthPlaceopeningtrade forday tradeUpdateclient'smobilephonenumberLog 100digitalconversationsGetsomeone todownloadthe mobileappSendmarginagreementGet 3100 NPSscoresTrade foran accountwith a Daytrade callHelp a clientliquidate fortheir RMDOpen a cashcovered/uncoveredputGet a 95%or higherADH for 5days out ofthe monthSend aclient anoptionsagreementDiscloseB/H forPDT underequityShow clienthow to placean optionsorder onlineExplain to aclient howthe cashsweep worksGuide clientthroughchangingdividendreinvestmenton app>90 QAscoreaveragefor monthDe-escalatea callrequesting asupervisorPlace a fullliquidationof a mutualfund

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