Contact JSS forjoint accountclient todeterminemicro-depositamountSet Back-upDocumentationExpectationsAdditionalownerauthenticationCheck BPMfor ACHRejectsreasonAdd abankby formAssistingclient withFrozen MicroDepositsContactingClientCareDeauthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHoldSentauthenticationmessage tojoint partysecuremessageAdding aDomesticBankonlineUsed bankauthorizationTool - CMSAdd a bankonline withInstant bankauthenticationprocessSet expectationthat client willneed to printform after goingthroughIntelledoxSend ClientElectronicBankTransactionlinkUsed theAdd aBank ToolDeletedbankLinking abank alreadyon file to aVanguardaccountCheckdynamic fordeletedbank reasonLetting clientknow of 2-3business daysMicro-depositprocessAdd abanknicknameAuthorizea bank -CMSEstablishinganInternationalBankAdd a bankonline withMicro-depositsContact JSS forjoint accountclient todeterminemicro-depositamountSet Back-upDocumentationExpectationsAdditionalownerauthenticationCheck BPMfor ACHRejectsreasonAdd abankby formAssistingclient withFrozen MicroDepositsContactingClientCareDeauthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHoldSentauthenticationmessage tojoint partysecuremessageAdding aDomesticBankonlineUsed bankauthorizationTool - CMSAdd a bankonline withInstant bankauthenticationprocessSet expectationthat client willneed to printform after goingthroughIntelledoxSend ClientElectronicBankTransactionlinkUsed theAdd aBank ToolDeletedbankLinking abank alreadyon file to aVanguardaccountCheckdynamic fordeletedbank reasonLetting clientknow of 2-3business daysMicro-depositprocessAdd abanknicknameAuthorizea bank -CMSEstablishinganInternationalBankAdd a bankonline withMicro-deposits

Bingo Banking - 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. Contact JSS for joint account client to determine micro-deposit amount
  2. Set Back-up Documentation Expectations
  3. Additional owner authentication
  4. Check BPM for ACH Rejects reason
  5. Add a bank by form
  6. Assisting client with Frozen Micro Deposits
  7. Contacting Client Care
  8. Deauthorize a bank - CMS
  9. Letting client know of 7-10 calendar days Bank Verification Hold
  10. Sent authentication message to joint party secure message
  11. Adding a Domestic Bank online
  12. Used bank authorization Tool - CMS
  13. Add a bank online with Instant bank authentication process
  14. Set expectation that client will need to print form after going through Intelledox
  15. Send Client Electronic Bank Transaction link
  16. Used the Add a Bank Tool
  17. Deleted bank
  18. Linking a bank already on file to a Vanguard account
  19. Check dynamic for deleted bank reason
  20. Letting client know of 2-3 business days Micro-deposit process
  21. Add a bank nickname
  22. Authorize a bank - CMS
  23. Establishing an International Bank
  24. Add a bank online with Micro-deposits