Use theword"Twas" ona callShare aNew YearsresolutionsuccessSomeonementions"Festivus"Share/listen to anElf on theShelf storyChange anaddress andask whythey movedShow acustomer ourTaxResourcesfrom Fid.comShare a NewYearsresolutionthat youfailed withSing a linefrom yourleast favoriteChristmassongTell acustomer"HappyHolidays"Bring uptheirAnnualRMDTalk to acustomerfrom CAShare afunny holidaystory aboutyour in-lawsTell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryTalk with acustomer ourour "Zero"offeringsBring uptheirAnnualRMDTell someoneyour favoriteholiday movieHelp acustomermake acharitablecontributionfind out acustomersfavoriteholidaytraditionTalk to acustomerfrom NYMention taxlossharvesting toa customerShow acustomerFid.comTaxCenterSend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsBring upyear endguidanceconversationBring up"time torebalance"with acustomerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring up atool fromATP as a"Plus One"Ask whatcan Fidelitybe doingfor themSend anarticle fromFid.com toa customerAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionPurchasedyour ownpresentthis yearUse theword"Twas" ona callShare aNew YearsresolutionsuccessSomeonementions"Festivus"Share/listen to anElf on theShelf storyChange anaddress andask whythey movedShow acustomer ourTaxResourcesfrom Fid.comShare a NewYearsresolutionthat youfailed withSing a linefrom yourleast favoriteChristmassongTell acustomer"HappyHolidays"Bring uptheirAnnualRMDTalk to acustomerfrom CAShare afunny holidaystory aboutyour in-lawsTell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryTalk with acustomer ourour "Zero"offeringsBring uptheirAnnualRMDTell someoneyour favoriteholiday movieHelp acustomermake acharitablecontributionfind out acustomersfavoriteholidaytraditionTalk to acustomerfrom NYMention taxlossharvesting toa customerShow acustomerFid.comTaxCenterSend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsBring upyear endguidanceconversationBring up"time torebalance"with acustomerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring up atool fromATP as a"Plus One"Ask whatcan Fidelitybe doingfor themSend anarticle fromFid.com toa customerAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionPurchasedyour ownpresentthis year

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