Share afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDUse theword"Twas" ona callShow acustomer ourTaxResourcesfrom Fid.comShow acustomerFid.comTaxCenterChange anaddress andask whythey movedTell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessSing a linefrom yourleast favoriteChristmassongHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsSend a"thankyou" noteto a peerSomeonementions"Festivus"Purchasedyour ownpresentthis yearCheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryTell acustomer"HappyHolidays"Tell acustomer"HappyHolidays"Talk to acustomerfrom CAMention taxlossharvesting toa customerTalk to acustomerfrom NYAsk whatcan Fidelitybe doingfor themBring up"time torebalance"with acustomerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring upyear endguidanceconversationSend anarticle fromFid.com toa customerTell someoneyour favoriteholiday moviefind out acustomersfavoriteholidaytraditionShare/listen to anElf on theShelf storyBring up atool fromATP as a"Plus One"Share a NewYearsresolutionthat youfailed withShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDUse theword"Twas" ona callShow acustomer ourTaxResourcesfrom Fid.comShow acustomerFid.comTaxCenterChange anaddress andask whythey movedTell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessSing a linefrom yourleast favoriteChristmassongHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsSend a"thankyou" noteto a peerSomeonementions"Festivus"Purchasedyour ownpresentthis yearCheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryTell acustomer"HappyHolidays"Tell acustomer"HappyHolidays"Talk to acustomerfrom CAMention taxlossharvesting toa customerTalk to acustomerfrom NYAsk whatcan Fidelitybe doingfor themBring up"time torebalance"with acustomerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring upyear endguidanceconversationSend anarticle fromFid.com toa customerTell someoneyour favoriteholiday moviefind out acustomersfavoriteholidaytraditionShare/listen to anElf on theShelf storyBring up atool fromATP as a"Plus One"Share a NewYearsresolutionthat youfailed with

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