Show clienthow to placean optionsorder onlineSet upmoneymovementinstructionswith MM2.0Placeopeningtrade forday tradeSubmit acomplaintGuide clientthroughchangingdividendreinvestmenton appExplain to aclient howthe cashsweep worksSend aclient anoptionsagreement<50 holdfor 5 daysout of themonth>90 QAscoreaveragefor monthGet a 95%or higherADH for 5days out ofthe monthUpdateclient'smobilephonenumberGet largeorderapprovalGetsomeone todownloadthe mobileappTrade foran accountwith a Daytrade callLog 100digitalconversationsOpen a cashcovered/uncoveredputGuide clientthrough uploadingdocuments viasecure messagecenterSendmarginagreementDiscloseB/H forPDT underequityGet 3100 NPSscoresDe-escalatea callrequesting asupervisorHelp a clientliquidate fortheir RMDACW <60for 5 daysout of themonthPlace a fullliquidationof a mutualfundShow clienthow to placean optionsorder onlineSet upmoneymovementinstructionswith MM2.0Placeopeningtrade forday tradeSubmit acomplaintGuide clientthroughchangingdividendreinvestmenton appExplain to aclient howthe cashsweep worksSend aclient anoptionsagreement<50 holdfor 5 daysout of themonth>90 QAscoreaveragefor monthGet a 95%or higherADH for 5days out ofthe monthUpdateclient'smobilephonenumberGet largeorderapprovalGetsomeone todownloadthe mobileappTrade foran accountwith a Daytrade callLog 100digitalconversationsOpen a cashcovered/uncoveredputGuide clientthrough uploadingdocuments viasecure messagecenterSendmarginagreementDiscloseB/H forPDT underequityGet 3100 NPSscoresDe-escalatea callrequesting asupervisorHelp a clientliquidate fortheir RMDACW <60for 5 daysout of themonthPlace 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. Show client how to place an options order online
  2. Set up money movement instructions with MM2.0
  3. Place opening trade for day trade
  4. Submit a complaint
  5. Guide client through changing dividend reinvestment on app
  6. Explain to a client how the cash sweep works
  7. Send a client an options agreement
  8. <50 hold for 5 days out of the month
  9. >90 QA score average for month
  10. Get a 95% or higher ADH for 5 days out of the month
  11. Update client's mobile phone number
  12. Get large order approval
  13. Get someone to download the mobile app
  14. Trade for an account with a Day trade call
  15. Log 100 digital conversations
  16. Open a cash covered/ uncovered put
  17. Guide client through uploading documents via secure message center
  18. Send margin agreement
  19. Disclose B/H for PDT under equity
  20. Get 3 100 NPS scores
  21. De-escalate a call requesting a supervisor
  22. Help a client liquidate for their RMD
  23. ACW <60 for 5 days out of the month
  24. Place a full liquidation of a mutual fund