Mutual Fund Trade - Online Walk Through with Client Wire Transfer to a bank on File Tax Form Cost Basis Method Elections - Walked client to dividend and Capital gains elections online AWP - Walked a client online to change/add an Automatic Withdraw Plan Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client Cost Basis Question - Realized Gains/Losses (Walked client online) AIP - Walked a client online to change/add an Automatic Investment Plan Web Navigation Settlement Fund to Bank on File - Placed in CrAVE for Client Yields - Walked a client through where to find yields or Benchmarks online Education Savings Account (ESA) - Called transferred Security Code accommodation Agent Authorization -Account Access Cost Basis Question - Unrealized Gains/Losses (Walked client online) Education Savings Account (ESA) - Called contained Direct Deposit Set up Purchase from bank on File to Settlement Fund - Online Walk Through with Client Mobile Check Deposit - Walked a client on the app to deposit a check into their account Settlement Fund to Bank on File - Online Walk Through with Client Account Service Fee Conversation RMD - Disclosing the clients RMD for the year (if it is calculated) RMD - Walking a client online where to find there RMD Web Registration Mutual Fund Trade - Online Walk Through with Client Wire Transfer to a bank on File Tax Form Cost Basis Method Elections - Walked client to dividend and Capital gains elections online AWP - Walked a client online to change/add an Automatic Withdraw Plan Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client Cost Basis Question - Realized Gains/Losses (Walked client online) AIP - Walked a client online to change/add an Automatic Investment Plan Web Navigation Settlement Fund to Bank on File - Placed in CrAVE for Client Yields - Walked a client through where to find yields or Benchmarks online Education Savings Account (ESA) - Called transferred Security Code accommodation Agent Authorization -Account Access Cost Basis Question - Unrealized Gains/Losses (Walked client online) Education Savings Account (ESA) - Called contained Direct Deposit Set up Purchase from bank on File to Settlement Fund - Online Walk Through with Client Mobile Check Deposit - Walked a client on the app to deposit a check into their account Settlement Fund to Bank on File - Online Walk Through with Client Account Service Fee Conversation RMD - Disclosing the clients RMD for the year (if it is calculated) RMD - Walking a client online where to find there RMD Web Registration
(Print) Use this randomly generated list as your call list when playing the game. 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.
B-Mutual Fund Trade -Online Walk Through with Client
N-Wire Transfer to a bank on File
G-Tax Form
G-Cost Basis Method Elections - Walked client to dividend and Capital gains elections online
B-AWP - Walked a client online to change/add an Automatic Withdraw Plan
B-Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client
I-Cost Basis Question - Realized Gains/Losses (Walked client online)
G-AIP - Walked a client online to change/add an Automatic Investment Plan
G-Web Navigation
N-Settlement Fund to Bank on File - Placed in CrAVE for Client
I-Yields - Walked a client through where to find yields or Benchmarks online
I-Education Savings Account (ESA) - Called transferred
N-Security Code accommodation
B-Agent Authorization -Account Access
N-Cost Basis Question - Unrealized Gains/Losses (Walked client online)
B-Education Savings Account (ESA) - Called contained
B-Direct Deposit Set up
G-Purchase from bank on File to Settlement Fund - Online Walk Through with Client
N-Mobile Check Deposit - Walked a client on the app to deposit a check into their account
I-Settlement Fund to Bank on File - Online Walk Through with Client
G-Account Service Fee Conversation
N-RMD - Disclosing the clients RMD for the year (if it is calculated)
I-RMD - Walking a client online where to find there RMD
I-Web Registration