Use theword"Twas" ona callTell acustomer"HappyHolidays"Bring upyear endguidanceconversationCheckRedbrickHealth foryour discountpointsfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDBring up atool fromATP as a"Plus One"Someonementions"Festivus"Talk to acustomerfrom NYTalk to acustomerfrom CAShare afunny holidaystory aboutyour in-lawsAsk "How dowe compareto your otherbrokeragefirms?"Bring up"time torebalance"with acustomerSend a"thankyou" noteto a peerTell someoneyour favoriteholiday movieSign acustomerup for E-DeliveryShow acustomerFid.comTaxCenterShare aNew YearsresolutionsuccessMention taxlossharvesting toa customerPurchasedyour ownpresentthis yearTell someoneyour favoriteHolidayTraditionSing a linefrom yourleast favoriteChristmassongSend anarticle fromFid.com toa customerAsk whatcan Fidelitybe doingfor themQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDTell acustomer"HappyHolidays"Share a NewYearsresolutionthat youfailed withChange anaddress andask whythey movedHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comUse theword"Twas" ona callTell acustomer"HappyHolidays"Bring upyear endguidanceconversationCheckRedbrickHealth foryour discountpointsfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDBring up atool fromATP as a"Plus One"Someonementions"Festivus"Talk to acustomerfrom NYTalk to acustomerfrom CAShare afunny holidaystory aboutyour in-lawsAsk "How dowe compareto your otherbrokeragefirms?"Bring up"time torebalance"with acustomerSend a"thankyou" noteto a peerTell someoneyour favoriteholiday movieSign acustomerup for E-DeliveryShow acustomerFid.comTaxCenterShare aNew YearsresolutionsuccessMention taxlossharvesting toa customerPurchasedyour ownpresentthis yearTell someoneyour favoriteHolidayTraditionSing a linefrom yourleast favoriteChristmassongSend anarticle fromFid.com toa customerAsk whatcan Fidelitybe doingfor themQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDTell acustomer"HappyHolidays"Share a NewYearsresolutionthat youfailed withChange anaddress andask whythey movedHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.com

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