>90 QAscoreaveragefor monthExplain to aclient howthe cashsweep worksSend aclient anoptionsagreementUpdateclient'smobilephonenumberSubmit acomplaintPlace a fullliquidationof a mutualfund<50 holdfor 5 daysout of themonthShow clienthow to placean optionsorder onlinePlaceopeningtrade forday tradeDiscloseB/H forPDT underequityGet a 95%or higherADH for 5days out ofthe monthGetsomeone todownloadthe mobileappSendmarginagreementHelp a clientliquidate fortheir RMDLog 100digitalconversationsSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callACW <60for 5 daysout of themonthDe-escalatea callrequesting asupervisorGet largeorderapprovalGet 3100 NPSscoresGuide clientthroughchangingdividendreinvestmenton appGuide clientthrough uploadingdocuments viasecure messagecenterOpen a cashcovered/uncoveredput>90 QAscoreaveragefor monthExplain to aclient howthe cashsweep worksSend aclient anoptionsagreementUpdateclient'smobilephonenumberSubmit acomplaintPlace a fullliquidationof a mutualfund<50 holdfor 5 daysout of themonthShow clienthow to placean optionsorder onlinePlaceopeningtrade forday tradeDiscloseB/H forPDT underequityGet a 95%or higherADH for 5days out ofthe monthGetsomeone todownloadthe mobileappSendmarginagreementHelp a clientliquidate fortheir RMDLog 100digitalconversationsSet upmoneymovementinstructionswith MM2.0Trade foran accountwith a Daytrade callACW <60for 5 daysout of themonthDe-escalatea callrequesting asupervisorGet largeorderapprovalGet 3100 NPSscoresGuide clientthroughchangingdividendreinvestmenton appGuide clientthrough uploadingdocuments viasecure messagecenterOpen a cashcovered/uncoveredput

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