Phone Number Update Reached out Trade Team Gave RMD amount Helped rep create a SR Schwab Transfer Beneficiary Questions Staged item to DP Loan Questions Email update Matrix Transfer Question on ACH Resetting a password Sent f/u email to rep Question on New Account Paperwork Distribution via Check Gave Schwab Alliance Phone Number Question on IRA Distribution Form Reached out to DocuSign Team Help w/ placing trades Fee Question Householding Inquiry Address Restriction Fidelity Account Rep Change Questions Phone Number Update Reached out Trade Team Gave RMD amount Helped rep create a SR Schwab Transfer Beneficiary Questions Staged item to DP Loan Questions Email update Matrix Transfer Question on ACH Resetting a password Sent f/u email to rep Question on New Account Paperwork Distribution via Check Gave Schwab Alliance Phone Number Question on IRA Distribution Form Reached out to DocuSign Team Help w/ placing trades Fee Question Householding Inquiry Address Restriction Fidelity Account Rep Change Questions
(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.
Phone Number Update
Reached out Trade Team
Gave RMD amount
Helped rep create a SR
Schwab Transfer
Beneficiary Questions
Staged item to DP
Loan Questions
Email update
Matrix Transfer
Question on ACH
Resetting a password
Sent f/u email to rep
Question on New Account Paperwork
Distribution via Check
Gave Schwab Alliance Phone Number
Question on IRA Distribution Form
Reached out to DocuSign Team
Help w/ placing trades
Fee Question
Householding Inquiry
Address Restriction
Fidelity Account
Rep Change Questions