Client makes an ACHpurchase/contributionProcess anexchange outof the PrimeMoney MarketfundAny leadunder$3,000Initial callfor an IClead over$500,000Client selectsthe WellingtonANDWellesleyfundsDirectrolloverfromFidelityClient's lastname is nearlyimpossible topronounceSales caseshows clienthas calledover 5 timesInitial callfor anUHNWleadSomeoneopening atrustaccountClient's usernamematchestheir emailaddressToRAassettransferAny leadover$90,000Someoneopens aTargetRetirementFundOpen newaccount withoutany TargetRetirement ormoney marketfundsUse the mutualfundrecommendationtool and theyopen theresulting fundsClient whoplans onconvertingassets intoRoth IRACall regardinga spouse'saccount(they're not onthe line)Someoneopens Short-Term Bond fundas temporaryholding placeCall thatlasts overone hourACATtransferof stocksPositiveelevateto DawnInstitutionalclient who isopeningretail accountCall backfrom an ISin NCDirectrollover withbrokerageassets(ESOP)Client makes an ACHpurchase/contributionProcess anexchange outof the PrimeMoney MarketfundAny leadunder$3,000Initial callfor an IClead over$500,000Client selectsthe WellingtonANDWellesleyfundsDirectrolloverfromFidelityClient's lastname is nearlyimpossible topronounceSales caseshows clienthas calledover 5 timesInitial callfor anUHNWleadSomeoneopening atrustaccountClient's usernamematchestheir emailaddressToRAassettransferAny leadover$90,000Someoneopens aTargetRetirementFundOpen newaccount withoutany TargetRetirement ormoney marketfundsUse the mutualfundrecommendationtool and theyopen theresulting fundsClient whoplans onconvertingassets intoRoth IRACall regardinga spouse'saccount(they're not onthe line)Someoneopens Short-Term Bond fundas temporaryholding placeCall thatlasts overone hourACATtransferof stocksPositiveelevateto DawnInstitutionalclient who isopeningretail accountCall backfrom an ISin NCDirectrollover withbrokerageassets(ESOP)

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. Client makes an ACH purchase/contribution
  2. Process an exchange out of the Prime Money Market fund
  3. Any lead under $3,000
  4. Initial call for an IC lead over $500,000
  5. Client selects the Wellington AND Wellesley funds
  6. Direct rollover from Fidelity
  7. Client's last name is nearly impossible to pronounce
  8. Sales case shows client has called over 5 times
  9. Initial call for an UHNW lead
  10. Someone opening a trust account
  11. Client's user name matches their email address
  12. ToRA asset transfer
  13. Any lead over $90,000
  14. Someone opens a Target Retirement Fund
  15. Open new account without any Target Retirement or money market funds
  16. Use the mutual fund recommendation tool and they open the resulting funds
  17. Client who plans on converting assets into Roth IRA
  18. Call regarding a spouse's account (they're not on the line)
  19. Someone opens Short-Term Bond fund as temporary holding place
  20. Call that lasts over one hour
  21. ACAT transfer of stocks
  22. Positive elevate to Dawn
  23. Institutional client who is opening retail account
  24. Call back from an IS in NC
  25. Direct rollover with brokerage assets (ESOP)