FA no-shows ascheduledmeetingFA has aproblem withlack of trackrecord onETF modelsFA throwsa fit abouta signatureguaranteeSMA transitionanalysisrequest comesin a PDFFA emailsyou back butwon't takeyour callYou can'treachyourmanagerFA callswith a 529problemFA givesattitudefor noreasonYou haveto emailSMA_BDSYouhave tocall AMRFA needssomethingfor a meetingin less than24 hoursYouhave tocall TSTHVS putsinvalidcontactYou getflagged bycomplianceWMCsends 5+PIT tasksin one dayFAsendsover PIIFA doesn'tknow whoCapitalGroup isFA needshelp withpaperworkFA asksout ofpocketquestionFA needshelp withSIMPLEIRA (+)WMC asksforsomethingwe can't doFAthreatensto pull allmoney outFA needshelp withwebsiteloginEDJ advisorwants ETFsin SelectFA no-shows ascheduledmeetingFA has aproblem withlack of trackrecord onETF modelsFA throwsa fit abouta signatureguaranteeSMA transitionanalysisrequest comesin a PDFFA emailsyou back butwon't takeyour callYou can'treachyourmanagerFA callswith a 529problemFA givesattitudefor noreasonYou haveto emailSMA_BDSYouhave tocall AMRFA needssomethingfor a meetingin less than24 hoursYouhave tocall TSTHVS putsinvalidcontactYou getflagged bycomplianceWMCsends 5+PIT tasksin one dayFAsendsover PIIFA doesn'tknow whoCapitalGroup isFA needshelp withpaperworkFA asksout ofpocketquestionFA needshelp withSIMPLEIRA (+)WMC asksforsomethingwe can't doFAthreatensto pull allmoney outFA needshelp withwebsiteloginEDJ advisorwants ETFsin Select

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