Sentauthenticationmessage tojoint partysecuremessageSet expectationthat client willneed to printform after goingthroughIntelledoxAdd a bankonline withInstant bankauthenticationprocessSet Back-upDocumentationExpectationsUsed bankauthorizationTool - CMSSend ClientElectronicBankTransactionlinkAdding aDomesticBankonlineLinking abank alreadyon file to aVanguardaccountDeauthorizea bank -CMSLetting clientknow of 2-3business daysMicro-depositprocessAdd a bankonline withMicro-depositsAdd abankby formUsed theAdd aBank ToolLetting clientknow of 7-10calendar daysBankVerificationHoldContact JSS forjoint accountclient todeterminemicro-depositamountContactingClientCareAdditionalownerauthenticationAdd abanknicknameCheck BPMfor ACHRejectsreasonAssistingclient withFrozen MicroDepositsEstablishinganInternationalBankCheckdynamic fordeletedbank reasonDeletedbankAuthorizea bank -CMSSentauthenticationmessage tojoint partysecuremessageSet expectationthat client willneed to printform after goingthroughIntelledoxAdd a bankonline withInstant bankauthenticationprocessSet Back-upDocumentationExpectationsUsed bankauthorizationTool - CMSSend ClientElectronicBankTransactionlinkAdding aDomesticBankonlineLinking abank alreadyon file to aVanguardaccountDeauthorizea bank -CMSLetting clientknow of 2-3business daysMicro-depositprocessAdd a bankonline withMicro-depositsAdd abankby formUsed theAdd aBank ToolLetting clientknow of 7-10calendar daysBankVerificationHoldContact JSS forjoint accountclient todeterminemicro-depositamountContactingClientCareAdditionalownerauthenticationAdd abanknicknameCheck BPMfor ACHRejectsreasonAssistingclient withFrozen MicroDepositsEstablishinganInternationalBankCheckdynamic fordeletedbank reasonDeletedbankAuthorizea bank -CMS

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