Share a NewYearsresolutionthat youfailed withMention taxlossharvesting toa customerBring upyear endguidanceconversationTell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDSomeonementions"Festivus"Show acustomerFid.comTaxCenterShow acustomer ourTaxResourcesfrom Fid.comPurchasedyour ownpresentthis yearShare/listen to anElf on theShelf storyTalk to acustomerfrom CAHelp acustomermake acharitablecontributionTell acustomer"HappyHolidays"Tell someoneyour favoriteholiday movieTalk to acustomerfrom NYChange anaddress andask whythey movedQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk with acustomer ourour "Zero"offeringsSend anarticle fromFid.com toa customerSign acustomerup for E-DeliveryShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDfind out acustomersfavoriteholidaytraditionUse theword"Twas" ona callAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerSing a linefrom yourleast favoriteChristmassongBring up atool fromATP as a"Plus One"Bring up"time torebalance"with acustomerAsk whatcan Fidelitybe doingfor themShare aNew YearsresolutionsuccessShare a NewYearsresolutionthat youfailed withMention taxlossharvesting toa customerBring upyear endguidanceconversationTell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDSomeonementions"Festivus"Show acustomerFid.comTaxCenterShow acustomer ourTaxResourcesfrom Fid.comPurchasedyour ownpresentthis yearShare/listen to anElf on theShelf storyTalk to acustomerfrom CAHelp acustomermake acharitablecontributionTell acustomer"HappyHolidays"Tell someoneyour favoriteholiday movieTalk to acustomerfrom NYChange anaddress andask whythey movedQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk with acustomer ourour "Zero"offeringsSend anarticle fromFid.com toa customerSign acustomerup for E-DeliveryShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDfind out acustomersfavoriteholidaytraditionUse theword"Twas" ona callAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerSing a linefrom yourleast favoriteChristmassongBring up atool fromATP as a"Plus One"Bring up"time torebalance"with acustomerAsk whatcan Fidelitybe doingfor themShare aNew Yearsresolutionsuccess

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