FA callswith a 529problemFA throwsa fit abouta signatureguaranteeSMA transitionanalysisrequest comesin a PDFFA asksout ofpocketquestionFA needshelp withwebsiteloginFAsendsover PIIYou can'treachyourmanagerHVS putsinvalidcontactWMC asksforsomethingwe can't doFA needssomethingfor a meetingin less than24 hoursFA emailsyou back butwon't takeyour callYou getflagged bycomplianceFA needshelp withpaperworkFA doesn'tknow whoCapitalGroup isYouhave tocall AMRWMCsends 5+PIT tasksin one dayEDJ advisorwants ETFsin SelectFAthreatensto pull allmoney outFA needshelp withSIMPLEIRA (+)You haveto emailSMA_BDSYouhave tocall TSTFA no-shows ascheduledmeetingFA givesattitudefor noreasonFA has aproblem withlack of trackrecord onETF modelsFA callswith a 529problemFA throwsa fit abouta signatureguaranteeSMA transitionanalysisrequest comesin a PDFFA asksout ofpocketquestionFA needshelp withwebsiteloginFAsendsover PIIYou can'treachyourmanagerHVS putsinvalidcontactWMC asksforsomethingwe can't doFA needssomethingfor a meetingin less than24 hoursFA emailsyou back butwon't takeyour callYou getflagged bycomplianceFA needshelp withpaperworkFA doesn'tknow whoCapitalGroup isYouhave tocall AMRWMCsends 5+PIT tasksin one dayEDJ advisorwants ETFsin SelectFAthreatensto pull allmoney outFA needshelp withSIMPLEIRA (+)You haveto emailSMA_BDSYouhave tocall TSTFA no-shows ascheduledmeetingFA givesattitudefor noreasonFA has aproblem withlack of trackrecord onETF models

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