Talk with acustomer ourour "Zero"offeringsBring up atool fromATP as a"Plus One"Bring uptheirAnnualRMDTalk to acustomerfrom NYTell someoneyour favoriteHolidayTraditionAsk whatcan Fidelitybe doingfor themBring up"time torebalance"with acustomerUse theword"Twas" ona callCheckRedbrickHealth foryour discountpointsSign acustomerup for E-DeliveryPurchasedyour ownpresentthis yearSend a"thankyou" noteto a peerTell someoneyour favoriteholiday movieShow acustomer ourTaxResourcesfrom Fid.comShare afunny holidaystory aboutyour in-lawsTell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyHelp acustomermake acharitablecontributionSing a linefrom yourleast favoriteChristmassongfind out acustomersfavoriteholidaytraditionSomeonementions"Festivus"Talk to acustomerfrom CAShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Mention taxlossharvesting toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isAsk "How dowe compareto your otherbrokeragefirms?"Bring upyear endguidanceconversationShare aNew YearsresolutionsuccessBring uptheirAnnualRMDShow acustomerFid.comTaxCenterChange anaddress andask whythey movedSend anarticle fromFid.com toa customerTalk with acustomer ourour "Zero"offeringsBring up atool fromATP as a"Plus One"Bring uptheirAnnualRMDTalk to acustomerfrom NYTell someoneyour favoriteHolidayTraditionAsk whatcan Fidelitybe doingfor themBring up"time torebalance"with acustomerUse theword"Twas" ona callCheckRedbrickHealth foryour discountpointsSign acustomerup for E-DeliveryPurchasedyour ownpresentthis yearSend a"thankyou" noteto a peerTell someoneyour favoriteholiday movieShow acustomer ourTaxResourcesfrom Fid.comShare afunny holidaystory aboutyour in-lawsTell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyHelp acustomermake acharitablecontributionSing a linefrom yourleast favoriteChristmassongfind out acustomersfavoriteholidaytraditionSomeonementions"Festivus"Talk to acustomerfrom CAShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Mention taxlossharvesting toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isAsk "How dowe compareto your otherbrokeragefirms?"Bring upyear endguidanceconversationShare aNew YearsresolutionsuccessBring uptheirAnnualRMDShow acustomerFid.comTaxCenterChange anaddress andask whythey movedSend anarticle fromFid.com toa customer

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