walk abranchthroughlistoffersExplainlistoffer ato branchCheck forreinvestmenteligibilityReapproveDCAhelpprocess aDCA/DRIPcorrectionresearch amandatorycorporateactionassist withchangingpaymentoptions(F2/alltools)helpdeterminedividendentitlementassist withclassaction/claimfiling serviceshowACHM toa branchExplainanalternativeproducthelp withsetting upa DCAbuy or sellwalkthrough ofpayopscommand assist withSet up ofalternatepayeeconfirmreason forbuyrestrictionverifypreferredstocksymbolwalk abranchthroughlistoffersExplainlistoffer ato branchCheck forreinvestmenteligibilityReapproveDCAhelpprocess aDCA/DRIPcorrectionresearch amandatorycorporateactionassist withchangingpaymentoptions(F2/alltools)helpdeterminedividendentitlementassist withclassaction/claimfiling serviceshowACHM toa branchExplainanalternativeproducthelp withsetting upa DCAbuy or sellwalkthrough ofpayopscommandassist withSet up ofalternatepayeeconfirmreason forbuyrestrictionverifypreferredstocksymbol

Product & CADD - 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. walk a branch through listoffers
  2. Explain listoffer a to branch
  3. Check for reinvestment eligibility
  4. Reapprove DCA
  5. help process a DCA/DRIP correction
  6. research a mandatory corporate action
  7. assist with changing payment options(F2/all tools)
  8. help determine dividend entitlement
  9. assist with class action/claim filing service
  10. show ACHM to a branch
  11. Explain an alternative product
  12. help with setting up a DCA buy or sell
  13. walk through of payops command
  14. assist with Set up of alternate payee
  15. confirm reason for buy restriction
  16. verify preferred stock symbol