help withsetting upa DCAbuy or sellshowACHM toa branchExplainanalternativeproductconfirmreason forbuyrestrictionwalkthrough ofpayopscommandCheck forreinvestmenteligibilityhelpprocess aDCA/DRIPcorrectionassist withclassaction/claimfiling serviceassist withchangingpaymentoptions(F2/alltools)helpdeterminedividendentitlementExplainlistoffer ato branchwalk abranchthroughlistoffers assist withSet up ofalternatepayeeverifypreferredstocksymbolReapproveDCAresearch amandatorycorporateactionhelp withsetting upa DCAbuy or sellshowACHM toa branchExplainanalternativeproductconfirmreason forbuyrestrictionwalkthrough ofpayopscommandCheck forreinvestmenteligibilityhelpprocess aDCA/DRIPcorrectionassist withclassaction/claimfiling serviceassist withchangingpaymentoptions(F2/alltools)helpdeterminedividendentitlementExplainlistoffer ato branchwalk abranchthroughlistoffersassist withSet up ofalternatepayeeverifypreferredstocksymbolReapproveDCAresearch amandatorycorporateaction

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