Bring up"time torebalance"with acustomerMention taxlossharvesting toa customerShare a NewYearsresolutionthat youfailed withAsk whatcan Fidelitybe doingfor themSign acustomerup for E-DeliverySing a linefrom yourleast favoriteChristmassongTell someoneyour favoriteholiday movieTalk to acustomerfrom NYShare aNew YearsresolutionsuccessBring uptheirAnnualRMDTalk to acustomerfrom CAChange anaddress andask whythey movedTalk with acustomer ourour "Zero"offeringsBring upyear endguidanceconversationfind out acustomersfavoriteholidaytraditionShow acustomer ourTaxResourcesfrom Fid.comSend anarticle fromFid.com toa customerShare/listen to anElf on theShelf storyBring up atool fromATP as a"Plus One"Help acustomermake acharitablecontributionCheckRedbrickHealth foryour discountpointsTell someoneyour favoriteHolidayTraditionPurchasedyour ownpresentthis yearShare afunny holidaystory aboutyour in-lawsSomeonementions"Festivus"Show acustomerFid.comTaxCenterTell acustomer"HappyHolidays"Send a"thankyou" noteto a peerAsk "How dowe compareto your otherbrokeragefirms?"Bring uptheirAnnualRMDQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTell acustomer"HappyHolidays"Use theword"Twas" ona callBring up"time torebalance"with acustomerMention taxlossharvesting toa customerShare a NewYearsresolutionthat youfailed withAsk whatcan Fidelitybe doingfor themSign acustomerup for E-DeliverySing a linefrom yourleast favoriteChristmassongTell someoneyour favoriteholiday movieTalk to acustomerfrom NYShare aNew YearsresolutionsuccessBring uptheirAnnualRMDTalk to acustomerfrom CAChange anaddress andask whythey movedTalk with acustomer ourour "Zero"offeringsBring upyear endguidanceconversationfind out acustomersfavoriteholidaytraditionShow acustomer ourTaxResourcesfrom Fid.comSend anarticle fromFid.com toa customerShare/listen to anElf on theShelf storyBring up atool fromATP as a"Plus One"Help acustomermake acharitablecontributionCheckRedbrickHealth foryour discountpointsTell someoneyour favoriteHolidayTraditionPurchasedyour ownpresentthis yearShare afunny holidaystory aboutyour in-lawsSomeonementions"Festivus"Show acustomerFid.comTaxCenterTell acustomer"HappyHolidays"Send a"thankyou" noteto a peerAsk "How dowe compareto your otherbrokeragefirms?"Bring uptheirAnnualRMDQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTell acustomer"HappyHolidays"Use theword"Twas" ona call

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