Set expectationthat client willneed to printform after goingthroughIntelledoxUsed theAdd aBank ToolContact JSS forjoint accountclient todeterminemicro-depositamountCheck BPMfor ACHRejectsreasonAssistingclient withFrozen MicroDepositsDeauthorizea bank -CMSAdd abankby formDeletedbankLetting clientknow of 7-10calendar daysBankVerificationHoldSend ClientElectronicBankTransactionlinkAuthorizea bank -CMSLinking abank alreadyon file to aVanguardaccountContactingClientCareSet Back-upDocumentationExpectationsLetting clientknow of 2-3business daysMicro-depositprocessCheckdynamic fordeletedbank reasonAdd a bankonline withInstant bankauthenticationprocessAdditionalownerauthenticationAdd abanknicknameEstablishinganInternationalBankUsed bankauthorizationTool - CMSAdding aDomesticBankonlineAdd a bankonline withMicro-depositsSentauthenticationmessage tojoint partysecuremessageSet expectationthat client willneed to printform after goingthroughIntelledoxUsed theAdd aBank ToolContact JSS forjoint accountclient todeterminemicro-depositamountCheck BPMfor ACHRejectsreasonAssistingclient withFrozen MicroDepositsDeauthorizea bank -CMSAdd abankby formDeletedbankLetting clientknow of 7-10calendar daysBankVerificationHoldSend ClientElectronicBankTransactionlinkAuthorizea bank -CMSLinking abank alreadyon file to aVanguardaccountContactingClientCareSet Back-upDocumentationExpectationsLetting clientknow of 2-3business daysMicro-depositprocessCheckdynamic fordeletedbank reasonAdd a bankonline withInstant bankauthenticationprocessAdditionalownerauthenticationAdd abanknicknameEstablishinganInternationalBankUsed bankauthorizationTool - CMSAdding aDomesticBankonlineAdd a bankonline withMicro-depositsSentauthenticationmessage tojoint partysecuremessage

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