Someoneopening atrustaccountOpen newaccount withoutany TargetRetirement ormoney marketfundsACATtransferof stocksClient's usernamematchestheir emailaddressInstitutionalclient who isopeningretail accountAny leadover$90,000ToRAassettransferSales caseshows clienthas calledover 5 timesCall backfrom an ISin NCClient's lastname is nearlyimpossible topronounceProcess anexchange outof the PrimeMoney MarketfundUse the mutualfundrecommendationtool and theyopen theresulting fundsCall regardinga spouse'saccount(they're not onthe line)Client whoplans onconvertingassets intoRoth IRAClient makes an ACHpurchase/contributionInitial callfor an IClead over$500,000DirectrolloverfromFidelitySomeoneopens aTargetRetirementFundAny leadunder$3,000Initial callfor anUHNWleadDirectrollover withbrokerageassets(ESOP)Positiveelevateto DawnCall thatlasts overone hourClient selectsthe WellingtonANDWellesleyfundsSomeoneopens Short-Term Bond fundas temporaryholding placeSomeoneopening atrustaccountOpen newaccount withoutany TargetRetirement ormoney marketfundsACATtransferof stocksClient's usernamematchestheir emailaddressInstitutionalclient who isopeningretail accountAny leadover$90,000ToRAassettransferSales caseshows clienthas calledover 5 timesCall backfrom an ISin NCClient's lastname is nearlyimpossible topronounceProcess anexchange outof the PrimeMoney MarketfundUse the mutualfundrecommendationtool and theyopen theresulting fundsCall regardinga spouse'saccount(they're not onthe line)Client whoplans onconvertingassets intoRoth IRAClient makes an ACHpurchase/contributionInitial callfor an IClead over$500,000DirectrolloverfromFidelitySomeoneopens aTargetRetirementFundAny leadunder$3,000Initial callfor anUHNWleadDirectrollover withbrokerageassets(ESOP)Positiveelevateto DawnCall thatlasts overone hourClient selectsthe WellingtonANDWellesleyfundsSomeoneopens Short-Term Bond fundas temporaryholding place

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