Use theword"Twas" ona callShare afunny holidaystory aboutyour in-lawsTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom CATalk to acustomerfrom NYShow acustomer ourTaxResourcesfrom Fid.comSend a"thankyou" noteto a peerBring up atool fromATP as a"Plus One"Sign acustomerup for E-DeliveryTell acustomer"HappyHolidays"Share a NewYearsresolutionthat youfailed withAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Change anaddress andask whythey movedPurchasedyour ownpresentthis yearShow acustomerFid.comTaxCenterfind out acustomersfavoriteholidaytraditionCheckRedbrickHealth foryour discountpointsSend anarticle fromFid.com toa customerBring uptheirAnnualRMDSing a linefrom yourleast favoriteChristmassongBring up"time torebalance"with acustomerShare/listen to anElf on theShelf storySomeonementions"Festivus"Talk with acustomer ourour "Zero"offeringsMention taxlossharvesting toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring upyear endguidanceconversationHelp acustomermake acharitablecontributionTell someoneyour favoriteholiday movieAsk whatcan Fidelitybe doingfor themShare aNew YearsresolutionsuccessBring uptheirAnnualRMDUse theword"Twas" ona callShare afunny holidaystory aboutyour in-lawsTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom CATalk to acustomerfrom NYShow acustomer ourTaxResourcesfrom Fid.comSend a"thankyou" noteto a peerBring up atool fromATP as a"Plus One"Sign acustomerup for E-DeliveryTell acustomer"HappyHolidays"Share a NewYearsresolutionthat youfailed withAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Change anaddress andask whythey movedPurchasedyour ownpresentthis yearShow acustomerFid.comTaxCenterfind out acustomersfavoriteholidaytraditionCheckRedbrickHealth foryour discountpointsSend anarticle fromFid.com toa customerBring uptheirAnnualRMDSing a linefrom yourleast favoriteChristmassongBring up"time torebalance"with acustomerShare/listen to anElf on theShelf storySomeonementions"Festivus"Talk with acustomer ourour "Zero"offeringsMention taxlossharvesting toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring upyear endguidanceconversationHelp acustomermake acharitablecontributionTell someoneyour favoriteholiday movieAsk whatcan Fidelitybe doingfor themShare aNew YearsresolutionsuccessBring uptheirAnnualRMD

Holiday 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. Use the word "Twas" on a call
  2. Share a funny holiday story about your in-laws
  3. Tell someone your favorite Holiday Tradition
  4. Talk to a customer from CA
  5. Talk to a customer from NY
  6. Show a customer our Tax Resources from Fid.com
  7. Send a "thank you" note to a peer
  8. Bring up a tool from ATP as a "Plus One"
  9. Sign a customer up for E-Delivery
  10. Tell a customer "Happy Holidays"
  11. Share a New Years resolution that you failed with
  12. Ask "How do we compare to your other brokerage firms?"
  13. Tell a customer "Happy Holidays"
  14. Change an address and ask why they moved
  15. Purchased your own present this year
  16. Show a customer Fid.com Tax Center
  17. find out a customers favorite holiday tradition
  18. Check Redbrick Health for your discount points
  19. Send an article from Fid.com to a customer
  20. Bring up their Annual RMD
  21. Sing a line from your least favorite Christmas song
  22. Bring up "time to rebalance" with a customer
  23. Share/ listen to an Elf on the Shelf story
  24. Someone mentions "Festivus"
  25. Talk with a customer our our "Zero" offerings
  26. Mention tax loss harvesting to a customer
  27. Quote your favorite holiday movie until somebody figures out what it is
  28. Bring up year end guidance conversation
  29. Help a customer make a charitable contribution
  30. Tell someone your favorite holiday movie
  31. Ask what can Fidelity be doing for them
  32. Share a New Years resolution success
  33. Bring up their Annual RMD