Send aclient anoptionsagreementUpdateclient'smobilephonenumberDe-escalatea callrequesting asupervisorPlace a fullliquidationof a mutualfundGuide clientthroughchangingdividendreinvestmenton appGet a 95%or higherADH for 5days out ofthe monthGetsomeone todownloadthe mobileappShow clienthow to placean optionsorder onlineSet upmoneymovementinstructionswith MM2.0SendmarginagreementLog 100digitalconversationsDiscloseB/H forPDT underequityGet largeorderapprovalACW <60for 5 daysout of themonthOpen a cashcovered/uncoveredputGuide clientthrough uploadingdocuments viasecure messagecenterHelp a clientliquidate fortheir RMDPlaceopeningtrade forday tradeExplain to aclient howthe cashsweep worksTrade foran accountwith a Daytrade call>90 QAscoreaveragefor monthGet 3100 NPSscoresSubmit acomplaint<50 holdfor 5 daysout of themonthSend aclient anoptionsagreementUpdateclient'smobilephonenumberDe-escalatea callrequesting asupervisorPlace a fullliquidationof a mutualfundGuide clientthroughchangingdividendreinvestmenton appGet a 95%or higherADH for 5days out ofthe monthGetsomeone todownloadthe mobileappShow clienthow to placean optionsorder onlineSet upmoneymovementinstructionswith MM2.0SendmarginagreementLog 100digitalconversationsDiscloseB/H forPDT underequityGet largeorderapprovalACW <60for 5 daysout of themonthOpen a cashcovered/uncoveredputGuide clientthrough uploadingdocuments viasecure messagecenterHelp a clientliquidate fortheir RMDPlaceopeningtrade forday tradeExplain to aclient howthe cashsweep worksTrade foran accountwith a Daytrade call>90 QAscoreaveragefor monthGet 3100 NPSscoresSubmit acomplaint<50 holdfor 5 daysout of themonth

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