Add a bankonline withMicro-depositsContact JSS forjoint accountclient todeterminemicro-depositamountSentauthenticationmessage tojoint partysecuremessageAdditionalownerauthenticationDeletedbankUsed theAdd aBank ToolCheckdynamic fordeletedbank reasonDeauthorizea bank -CMSUsed bankauthorizationTool - CMSSend ClientElectronicBankTransactionlinkAdding aDomesticBankonlineAdd abanknicknameCheck BPMfor ACHRejectsreasonLetting clientknow of 2-3business daysMicro-depositprocessEstablishinganInternationalBankAdd a bankonline withInstant bankauthenticationprocessContactingClientCareAdd abankby formSet expectationthat client willneed to printform after goingthroughIntelledoxAuthorizea bank -CMSAssistingclient withFrozen MicroDepositsLinking abank alreadyon file to aVanguardaccountLetting clientknow of 7-10calendar daysBankVerificationHoldSet Back-upDocumentationExpectationsAdd a bankonline withMicro-depositsContact JSS forjoint accountclient todeterminemicro-depositamountSentauthenticationmessage tojoint partysecuremessageAdditionalownerauthenticationDeletedbankUsed theAdd aBank ToolCheckdynamic fordeletedbank reasonDeauthorizea bank -CMSUsed bankauthorizationTool - CMSSend ClientElectronicBankTransactionlinkAdding aDomesticBankonlineAdd abanknicknameCheck BPMfor ACHRejectsreasonLetting clientknow of 2-3business daysMicro-depositprocessEstablishinganInternationalBankAdd a bankonline withInstant bankauthenticationprocessContactingClientCareAdd abankby formSet expectationthat client willneed to printform after goingthroughIntelledoxAuthorizea bank -CMSAssistingclient withFrozen MicroDepositsLinking abank alreadyon file to aVanguardaccountLetting clientknow of 7-10calendar daysBankVerificationHoldSet Back-upDocumentationExpectations

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