Set upa MaticCompletedContributiontoInvestmentSet up3MaticsUpdateda Client'sKYCCompletedMyIPProposalAddedGoal inMyAdvisorSet up2MaticsCompletedMyAdvisorAdviceSummaryNet-worthUpdatedinMyAdvisorMade 2QualityIRPReferralsReadtheDMUPresentedMyAdvisor inBranchHuddle/SalesMeetingCash FlowUpdatedinMyAdvisorMade 3QualityIRPReferralsMyIPProposalFulfilledInvestmentPerformanceSnapshotTool UsedLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryBooked aFollow-upAppointment(In Person orVirtual)Made aQualityIRPReferralWatchedtheMyAdvisorMini-SeriesPositionedtheSurveyMade 4QualityIRPReferralsMade 5QualityIRPReferralsSet upa MaticCompletedContributiontoInvestmentSet up3MaticsUpdateda Client'sKYCCompletedMyIPProposalAddedGoal inMyAdvisorSet up2MaticsCompletedMyAdvisorAdviceSummaryNet-worthUpdatedinMyAdvisorMade 2QualityIRPReferralsReadtheDMUPresentedMyAdvisor inBranchHuddle/SalesMeetingCash FlowUpdatedinMyAdvisorMade 3QualityIRPReferralsMyIPProposalFulfilledInvestmentPerformanceSnapshotTool UsedLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryBooked aFollow-upAppointment(In Person orVirtual)Made aQualityIRPReferralWatchedtheMyAdvisorMini-SeriesPositionedtheSurveyMade 4QualityIRPReferralsMade 5QualityIRPReferrals

MyAdvisor Weekly Bingo - 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. Set up a Matic
  2. Completed Contribution to Investment
  3. Set up 3 Matics
  4. Updated a Client's KYC
  5. Completed MyIP Proposal
  6. Added Goal in MyAdvisor
  7. Set up 2 Matics
  8. Completed MyAdvisor Advice Summary
  9. Net-worth Updated in MyAdvisor
  10. Made 2 Quality IRP Referrals
  11. Read the DMU
  12. Presented MyAdvisor in Branch Huddle/Sales Meeting
  13. Cash Flow Updated in MyAdvisor
  14. Made 3 Quality IRP Referrals
  15. MyIP Proposal Fulfilled
  16. Investment Performance Snapshot Tool Used
  17. Linked Account to Goal in MyAdvisor
  18. Completed MyAdvisor Meeting Summary
  19. Booked a Follow-up Appointment (In Person or Virtual)
  20. Made a Quality IRP Referral
  21. Watched the MyAdvisor Mini-Series
  22. Positioned the Survey
  23. Made 4 Quality IRP Referrals
  24. Made 5 Quality IRP Referrals