FA has aproblem withlack of trackrecord onETF modelsFA givesattitudefor noreasonYou haveto emailSMA_BDSFA asksout ofpocketquestionFAsendsover PIIHVS putsinvalidcontactFA needshelp withpaperworkFA needshelp withwebsiteloginFAthreatensto pull allmoney outFA no-shows ascheduledmeetingYouhave tocall AMRYouhave tocall TSTYou can'treachyourmanagerFA needshelp withSIMPLEIRA (+)FA needssomethingfor a meetingin less than24 hoursFA doesn'tknow whoCapitalGroup isFA throwsa fit abouta signatureguaranteeWMC asksforsomethingwe can't doFA callswith a 529problemYou getflagged bycomplianceFA emailsyou back butwon't takeyour callSMA transitionanalysisrequest comesin a PDFEDJ advisorwants ETFsin SelectWMCsends 5+PIT tasksin one dayFA has aproblem withlack of trackrecord onETF modelsFA givesattitudefor noreasonYou haveto emailSMA_BDSFA asksout ofpocketquestionFAsendsover PIIHVS putsinvalidcontactFA needshelp withpaperworkFA needshelp withwebsiteloginFAthreatensto pull allmoney outFA no-shows ascheduledmeetingYouhave tocall AMRYouhave tocall TSTYou can'treachyourmanagerFA needshelp withSIMPLEIRA (+)FA needssomethingfor a meetingin less than24 hoursFA doesn'tknow whoCapitalGroup isFA throwsa fit abouta signatureguaranteeWMC asksforsomethingwe can't doFA callswith a 529problemYou getflagged bycomplianceFA emailsyou back butwon't takeyour callSMA transitionanalysisrequest comesin a PDFEDJ advisorwants ETFsin SelectWMCsends 5+PIT tasksin one day

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