Client makes an ACHpurchase/contributionCall backfrom an ISin NCUse the mutualfundrecommendationtool and theyopen theresulting fundsCall regardinga spouse'saccount(they're not onthe line)Directrollover withbrokerageassets(ESOP)Call thatlasts overone hourInstitutionalclient who isopeningretail accountToRAassettransferProcess anexchange outof the PrimeMoney MarketfundAny leadunder$3,000Positiveelevateto DawnInitial callfor an IClead over$500,000DirectrolloverfromFidelityClient selectsthe WellingtonANDWellesleyfundsSomeoneopens aTargetRetirementFundClient whoplans onconvertingassets intoRoth IRASales caseshows clienthas calledover 5 timesSomeoneopens Short-Term Bond fundas temporaryholding placeACATtransferof stocksOpen newaccount withoutany TargetRetirement ormoney marketfundsSomeoneopening atrustaccountClient's usernamematchestheir emailaddressAny leadover$90,000Client's lastname is nearlyimpossible topronounceInitial callfor anUHNWleadClient makes an ACHpurchase/contributionCall backfrom an ISin NCUse the mutualfundrecommendationtool and theyopen theresulting fundsCall regardinga spouse'saccount(they're not onthe line)Directrollover withbrokerageassets(ESOP)Call thatlasts overone hourInstitutionalclient who isopeningretail accountToRAassettransferProcess anexchange outof the PrimeMoney MarketfundAny leadunder$3,000Positiveelevateto DawnInitial callfor an IClead over$500,000DirectrolloverfromFidelityClient selectsthe WellingtonANDWellesleyfundsSomeoneopens aTargetRetirementFundClient whoplans onconvertingassets intoRoth IRASales caseshows clienthas calledover 5 timesSomeoneopens Short-Term Bond fundas temporaryholding placeACATtransferof stocksOpen newaccount withoutany TargetRetirement ormoney marketfundsSomeoneopening atrustaccountClient's usernamematchestheir emailaddressAny leadover$90,000Client's lastname is nearlyimpossible topronounceInitial callfor anUHNWlead

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