Show acustomerFid.comTaxCenterSomeonementions"Festivus"Ask "How dowe compareto your otherbrokeragefirms?"Share a NewYearsresolutionthat youfailed withCheckRedbrickHealth foryour discountpointsTalk to acustomerfrom CAMention taxlossharvesting toa customerTell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryBring upyear endguidanceconversationShare aNew YearsresolutionsuccessHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsShare afunny holidaystory aboutyour in-lawsQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSend anarticle fromFid.com toa customerfind out acustomersfavoriteholidaytraditionUse theword"Twas" ona callPurchasedyour ownpresentthis yearTalk to acustomerfrom NYTell acustomer"HappyHolidays"Send a"thankyou" noteto a peerBring uptheirAnnualRMDBring up"time torebalance"with acustomerAsk whatcan Fidelitybe doingfor themChange anaddress andask whythey movedShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comBring uptheirAnnualRMDTell someoneyour favoriteholiday movieBring up atool fromATP as a"Plus One"Sing a linefrom yourleast favoriteChristmassongShow acustomerFid.comTaxCenterSomeonementions"Festivus"Ask "How dowe compareto your otherbrokeragefirms?"Share a NewYearsresolutionthat youfailed withCheckRedbrickHealth foryour discountpointsTalk to acustomerfrom CAMention taxlossharvesting toa customerTell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryBring upyear endguidanceconversationShare aNew YearsresolutionsuccessHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsShare afunny holidaystory aboutyour in-lawsQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSend anarticle fromFid.com toa customerfind out acustomersfavoriteholidaytraditionUse theword"Twas" ona callPurchasedyour ownpresentthis yearTalk to acustomerfrom NYTell acustomer"HappyHolidays"Send a"thankyou" noteto a peerBring uptheirAnnualRMDBring up"time torebalance"with acustomerAsk whatcan Fidelitybe doingfor themChange anaddress andask whythey movedShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comBring uptheirAnnualRMDTell someoneyour favoriteholiday movieBring up atool fromATP as a"Plus One"Sing a linefrom yourleast favoriteChristmassong

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