Speakwith anAdvisorOnlineNavigationPlaywithholdingscriptBalance/FundsAvailableBring upstatementfees(Ecomm)Transferto BRSBrokerageAppBuy anEquityAsk aboutclient'sretirementyearSubmita formRDO!Emaillinks toclientContributionAskedclient abouttheirOccupationCheckedBenesACI toACBTransferFrequentCallerBuy aTreasuryPassedAVSell anEquityBuyA CDCheckMMYieldConversionRMDSpeakwith anAdvisorOnlineNavigationPlaywithholdingscriptBalance/FundsAvailableBring upstatementfees(Ecomm)Transferto BRSBrokerageAppBuy anEquityAsk aboutclient'sretirementyearSubmita formRDO!Emaillinks toclientContributionAskedclient abouttheirOccupationCheckedBenesACI toACBTransferFrequentCallerBuy aTreasuryPassedAVSell anEquityBuyA CDCheckMMYieldConversionRMD

Untitled 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. Speak with an Advisor
  2. Online Navigation
  3. Play withholding script
  4. Balance/Funds Available
  5. Bring up statement fees (Ecomm)
  6. Transfer to BRS
  7. Brokerage App
  8. Buy an Equity
  9. Ask about client's retirement year
  10. Submit a form
  11. RDO!
  12. Email links to client
  13. Contribution
  14. Asked client about their Occupation
  15. Checked Benes
  16. ACI to ACB Transfer
  17. Frequent Caller
  18. Buy a Treasury
  19. Passed AV
  20. Sell an Equity
  21. Buy A CD
  22. Check MM Yield
  23. Conversion
  24. RMD