De-escalatea callrequesting asupervisorGet largeorderapproval<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appGet 3100 NPSscoresSendmarginagreementOpen a cashcovered/uncoveredputGetsomeone todownloadthe mobileapp>90 QAscoreaveragefor monthPlaceopeningtrade forday tradeSubmit acomplaintHelp a clientliquidate fortheir RMDSet upmoneymovementinstructionswith MM2.0DiscloseB/H forPDT underequityACW <60for 5 daysout of themonthGet a 95%or higherADH for 5days out ofthe monthUpdateclient'smobilephonenumberLog 100digitalconversationsGuide clientthrough uploadingdocuments viasecure messagecenterPlace a fullliquidationof a mutualfundShow clienthow to placean optionsorder onlineSend aclient anoptionsagreementTrade foran accountwith a Daytrade callExplain to aclient howthe cashsweep worksDe-escalatea callrequesting asupervisorGet largeorderapproval<50 holdfor 5 daysout of themonthGuide clientthroughchangingdividendreinvestmenton appGet 3100 NPSscoresSendmarginagreementOpen a cashcovered/uncoveredputGetsomeone todownloadthe mobileapp>90 QAscoreaveragefor monthPlaceopeningtrade forday tradeSubmit acomplaintHelp a clientliquidate fortheir RMDSet upmoneymovementinstructionswith MM2.0DiscloseB/H forPDT underequityACW <60for 5 daysout of themonthGet a 95%or higherADH for 5days out ofthe monthUpdateclient'smobilephonenumberLog 100digitalconversationsGuide clientthrough uploadingdocuments viasecure messagecenterPlace a fullliquidationof a mutualfundShow clienthow to placean optionsorder onlineSend aclient anoptionsagreementTrade foran accountwith a Daytrade callExplain to aclient howthe cashsweep works

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