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