WMCsends 5+PIT tasksin one dayYouhave tocall TSTFA needssomethingfor a meetingin less than24 hoursFAthreatensto pull allmoney outFA throwsa fit abouta signatureguaranteeHVS putsinvalidcontactFA doesn'tknow whoCapitalGroup isWMC asksforsomethingwe can't doYou haveto emailSMA_BDSFAsendsover PIIFA asksout ofpocketquestionFA has aproblem withlack of trackrecord onETF modelsFA needshelp withSIMPLEIRA (+)FA needshelp withpaperworkEDJ advisorwants ETFsin SelectFA no-shows ascheduledmeetingSMA transitionanalysisrequest comesin a PDFFA callswith a 529problemFA needshelp withwebsiteloginYouhave tocall AMRFA emailsyou back butwon't takeyour callYou can'treachyourmanagerFA givesattitudefor noreasonYou getflagged bycomplianceWMCsends 5+PIT tasksin one dayYouhave tocall TSTFA needssomethingfor a meetingin less than24 hoursFAthreatensto pull allmoney outFA throwsa fit abouta signatureguaranteeHVS putsinvalidcontactFA doesn'tknow whoCapitalGroup isWMC asksforsomethingwe can't doYou haveto emailSMA_BDSFAsendsover PIIFA asksout ofpocketquestionFA has aproblem withlack of trackrecord onETF modelsFA needshelp withSIMPLEIRA (+)FA needshelp withpaperworkEDJ advisorwants ETFsin SelectFA no-shows ascheduledmeetingSMA transitionanalysisrequest comesin a PDFFA callswith a 529problemFA needshelp withwebsiteloginYouhave tocall AMRFA emailsyou back butwon't takeyour callYou can'treachyourmanagerFA givesattitudefor noreasonYou getflagged bycompliance

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