FA asksout ofpocketquestionWMCsends 5+PIT tasksin one dayFA emailsyou back butwon't takeyour callFA givesattitudefor noreasonFA no-shows ascheduledmeetingYou can'treachyourmanagerFA needshelp withpaperworkHVS putsinvalidcontactFA throwsa fit abouta signatureguaranteeFA needshelp withSIMPLEIRA (+)EDJ advisorwants ETFsin SelectYou haveto emailSMA_BDSYouhave tocall TSTWMC asksforsomethingwe can't doFAsendsover PIIFA needssomethingfor a meetingin less than24 hoursYouhave tocall AMRFA needshelp withwebsiteloginFA has aproblem withlack of trackrecord onETF modelsFA doesn'tknow whoCapitalGroup isFAthreatensto pull allmoney outFA callswith a 529problemYou getflagged bycomplianceSMA transitionanalysisrequest comesin a PDFFA asksout ofpocketquestionWMCsends 5+PIT tasksin one dayFA emailsyou back butwon't takeyour callFA givesattitudefor noreasonFA no-shows ascheduledmeetingYou can'treachyourmanagerFA needshelp withpaperworkHVS putsinvalidcontactFA throwsa fit abouta signatureguaranteeFA needshelp withSIMPLEIRA (+)EDJ advisorwants ETFsin SelectYou haveto emailSMA_BDSYouhave tocall TSTWMC asksforsomethingwe can't doFAsendsover PIIFA needssomethingfor a meetingin less than24 hoursYouhave tocall AMRFA needshelp withwebsiteloginFA has aproblem withlack of trackrecord onETF modelsFA doesn'tknow whoCapitalGroup isFAthreatensto pull allmoney outFA callswith a 529problemYou getflagged bycomplianceSMA transitionanalysisrequest comesin a PDF

IWS 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. FA asks out of pocket question
  2. WMC sends 5+ PIT tasks in one day
  3. FA emails you back but won't take your call
  4. FA gives attitude for no reason
  5. FA no-shows a scheduled meeting
  6. You can't reach your manager
  7. FA needs help with paperwork
  8. HVS puts invalid contact
  9. FA throws a fit about a signature guarantee
  10. FA needs help with SIMPLE IRA (+)
  11. EDJ advisor wants ETFs in Select
  12. You have to email SMA_BDS
  13. You have to call TST
  14. WMC asks for something we can't do
  15. FA sends over PII
  16. FA needs something for a meeting in less than 24 hours
  17. You have to call AMR
  18. FA needs help with website login
  19. FA has a problem with lack of track record on ETF models
  20. FA doesn't know who Capital Group is
  21. FA threatens to pull all money out
  22. FA calls with a 529 problem
  23. You get flagged by compliance
  24. SMA transition analysis request comes in a PDF