Submit acomplaintSet upmoneymovementinstructionswith MM2.0Send aclient anoptionsagreementOpen a cashcovered/uncoveredputDiscloseB/H forPDT underequityDe-escalatea callrequesting asupervisor<50 holdfor 5 daysout of themonthLog 100digitalconversationsGuide clientthrough uploadingdocuments viasecure messagecenterACW <60for 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appSendmarginagreementHelp a clientliquidate fortheir RMDTrade foran accountwith a Daytrade callPlaceopeningtrade forday tradeExplain to aclient howthe cashsweep worksGet 3100 NPSscoresShow clienthow to placean optionsorder onlinePlace a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappUpdateclient'smobilephonenumber>90 QAscoreaveragefor monthGet largeorderapprovalGet a 95%or higherADH for 5days out ofthe monthSubmit acomplaintSet upmoneymovementinstructionswith MM2.0Send aclient anoptionsagreementOpen a cashcovered/uncoveredputDiscloseB/H forPDT underequityDe-escalatea callrequesting asupervisor<50 holdfor 5 daysout of themonthLog 100digitalconversationsGuide clientthrough uploadingdocuments viasecure messagecenterACW <60for 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appSendmarginagreementHelp a clientliquidate fortheir RMDTrade foran accountwith a Daytrade callPlaceopeningtrade forday tradeExplain to aclient howthe cashsweep worksGet 3100 NPSscoresShow clienthow to placean optionsorder onlinePlace a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappUpdateclient'smobilephonenumber>90 QAscoreaveragefor monthGet largeorderapprovalGet a 95%or higherADH for 5days out ofthe month

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