Place a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappGuide clientthrough uploadingdocuments viasecure messagecenterGuide clientthroughchangingdividendreinvestmenton appLog 100digitalconversationsShow clienthow to placean optionsorder onlineTrade foran accountwith a Daytrade callExplain to aclient howthe cashsweep worksPlaceopeningtrade forday tradeDiscloseB/H forPDT underequitySendmarginagreementHelp a clientliquidate fortheir RMDUpdateclient'smobilephonenumberGet a 95%or higherADH for 5days out ofthe monthDe-escalatea callrequesting asupervisorGet largeorderapprovalSubmit acomplaintSet upmoneymovementinstructionswith MM2.0Get 3100 NPSscoresACW <60for 5 daysout of themonthOpen a cashcovered/uncoveredput>90 QAscoreaveragefor month<50 holdfor 5 daysout of themonthSend aclient anoptionsagreementPlace a fullliquidationof a mutualfundGetsomeone todownloadthe mobileappGuide clientthrough uploadingdocuments viasecure messagecenterGuide clientthroughchangingdividendreinvestmenton appLog 100digitalconversationsShow clienthow to placean optionsorder onlineTrade foran accountwith a Daytrade callExplain to aclient howthe cashsweep worksPlaceopeningtrade forday tradeDiscloseB/H forPDT underequitySendmarginagreementHelp a clientliquidate fortheir RMDUpdateclient'smobilephonenumberGet a 95%or higherADH for 5days out ofthe monthDe-escalatea callrequesting asupervisorGet largeorderapprovalSubmit acomplaintSet upmoneymovementinstructionswith MM2.0Get 3100 NPSscoresACW <60for 5 daysout of themonthOpen a cashcovered/uncoveredput>90 QAscoreaveragefor month<50 holdfor 5 daysout of themonthSend aclient anoptionsagreement

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