Set upmoneymovementinstructionswith MM2.0SendmarginagreementShow clienthow to placean optionsorder online>90 QAscoreaveragefor monthTrade foran accountwith a Daytrade callDiscloseB/H forPDT underequityHelp a clientliquidate fortheir RMD<50 holdfor 5 daysout of themonthGet 3100 NPSscoresPlace a fullliquidationof a mutualfundACW <60for 5 daysout of themonthOpen a cashcovered/uncoveredputExplain to aclient howthe cashsweep worksGuide clientthroughchangingdividendreinvestmenton appLog 100digitalconversationsSend aclient anoptionsagreementGet largeorderapprovalPlaceopeningtrade forday tradeSubmit acomplaintUpdateclient'smobilephonenumberGuide clientthrough uploadingdocuments viasecure messagecenterDe-escalatea callrequesting asupervisorGetsomeone todownloadthe mobileappGet a 95%or higherADH for 5days out ofthe monthSet upmoneymovementinstructionswith MM2.0SendmarginagreementShow clienthow to placean optionsorder online>90 QAscoreaveragefor monthTrade foran accountwith a Daytrade callDiscloseB/H forPDT underequityHelp a clientliquidate fortheir RMD<50 holdfor 5 daysout of themonthGet 3100 NPSscoresPlace a fullliquidationof a mutualfundACW <60for 5 daysout of themonthOpen a cashcovered/uncoveredputExplain to aclient howthe cashsweep worksGuide clientthroughchangingdividendreinvestmenton appLog 100digitalconversationsSend aclient anoptionsagreementGet largeorderapprovalPlaceopeningtrade forday tradeSubmit acomplaintUpdateclient'smobilephonenumberGuide clientthrough uploadingdocuments viasecure messagecenterDe-escalatea callrequesting asupervisorGetsomeone todownloadthe mobileappGet a 95%or higherADH for 5days out ofthe month

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Set up money movement instructions with MM2.0
  2. Send margin agreement
  3. Show client how to place an options order online
  4. >90 QA score average for month
  5. Trade for an account with a Day trade call
  6. Disclose B/H for PDT under equity
  7. Help a client liquidate for their RMD
  8. <50 hold for 5 days out of the month
  9. Get 3 100 NPS scores
  10. Place a full liquidation of a mutual fund
  11. ACW <60 for 5 days out of the month
  12. Open a cash covered/ uncovered put
  13. Explain to a client how the cash sweep works
  14. Guide client through changing dividend reinvestment on app
  15. Log 100 digital conversations
  16. Send a client an options agreement
  17. Get large order approval
  18. Place opening trade for day trade
  19. Submit a complaint
  20. Update client's mobile phone number
  21. Guide client through uploading documents via secure message center
  22. De-escalate a call requesting a supervisor
  23. Get someone to download the mobile app
  24. Get a 95% or higher ADH for 5 days out of the month