Tell someoneyour favoriteholiday movieBring up atool fromATP as a"Plus One"Mention taxlossharvesting toa customerSend anarticle fromFid.com toa customerShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Bring upyear endguidanceconversationAsk "How dowe compareto your otherbrokeragefirms?"Someonementions"Festivus"Bring uptheirAnnualRMDTalk to acustomerfrom NYShare aNew YearsresolutionsuccessBring uptheirAnnualRMDBring up"time torebalance"with acustomerChange anaddress andask whythey movedShare afunny holidaystory aboutyour in-lawsCheckRedbrickHealth foryour discountpointsHelp acustomermake acharitablecontributionAsk whatcan Fidelitybe doingfor themShare/listen to anElf on theShelf storySign acustomerup for E-DeliverySing a linefrom yourleast favoriteChristmassongfind out acustomersfavoriteholidaytraditionSend a"thankyou" noteto a peerPurchasedyour ownpresentthis yearQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Tell someoneyour favoriteHolidayTraditionShow acustomerFid.comTaxCenterTalk with acustomer ourour "Zero"offeringsUse theword"Twas" ona callTalk to acustomerfrom CATell someoneyour favoriteholiday movieBring up atool fromATP as a"Plus One"Mention taxlossharvesting toa customerSend anarticle fromFid.com toa customerShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Bring upyear endguidanceconversationAsk "How dowe compareto your otherbrokeragefirms?"Someonementions"Festivus"Bring uptheirAnnualRMDTalk to acustomerfrom NYShare aNew YearsresolutionsuccessBring uptheirAnnualRMDBring up"time torebalance"with acustomerChange anaddress andask whythey movedShare afunny holidaystory aboutyour in-lawsCheckRedbrickHealth foryour discountpointsHelp acustomermake acharitablecontributionAsk whatcan Fidelitybe doingfor themShare/listen to anElf on theShelf storySign acustomerup for E-DeliverySing a linefrom yourleast favoriteChristmassongfind out acustomersfavoriteholidaytraditionSend a"thankyou" noteto a peerPurchasedyour ownpresentthis yearQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Tell someoneyour favoriteHolidayTraditionShow acustomerFid.comTaxCenterTalk with acustomer ourour "Zero"offeringsUse theword"Twas" ona callTalk to acustomerfrom CA

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