You haveto emailSMA_BDSFA needssomethingfor a meetingin less than24 hoursFA has aproblem withlack of trackrecord onETF modelsFAthreatensto pull allmoney outFA throwsa fit abouta signatureguaranteeYouhave tocall TSTEDJ advisorwants ETFsin SelectSMA transitionanalysisrequest comesin a PDFFA callswith a 529problemYou can'treachyourmanagerFA needshelp withSIMPLEIRA (+)You getflagged bycomplianceWMC asksforsomethingwe can't doFA no-shows ascheduledmeetingFA needshelp withpaperworkFA givesattitudefor noreasonWMCsends 5+PIT tasksin one dayFA doesn'tknow whoCapitalGroup isFAsendsover PIIYouhave tocall AMRFA emailsyou back butwon't takeyour callFA asksout ofpocketquestionFA needshelp withwebsiteloginHVS putsinvalidcontactYou haveto emailSMA_BDSFA needssomethingfor a meetingin less than24 hoursFA has aproblem withlack of trackrecord onETF modelsFAthreatensto pull allmoney outFA throwsa fit abouta signatureguaranteeYouhave tocall TSTEDJ advisorwants ETFsin SelectSMA transitionanalysisrequest comesin a PDFFA callswith a 529problemYou can'treachyourmanagerFA needshelp withSIMPLEIRA (+)You getflagged bycomplianceWMC asksforsomethingwe can't doFA no-shows ascheduledmeetingFA needshelp withpaperworkFA givesattitudefor noreasonWMCsends 5+PIT tasksin one dayFA doesn'tknow whoCapitalGroup isFAsendsover PIIYouhave tocall AMRFA emailsyou back butwon't takeyour callFA asksout ofpocketquestionFA needshelp withwebsiteloginHVS putsinvalidcontact

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