Share/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comMention taxlossharvesting toa customerSend a"thankyou" noteto a peerTalk to acustomerfrom NYTell acustomer"HappyHolidays"Tell someoneyour favoriteHolidayTraditionfind out acustomersfavoriteholidaytraditionCheckRedbrickHealth foryour discountpointsShare afunny holidaystory aboutyour in-lawsAsk whatcan Fidelitybe doingfor themShow acustomerFid.comTaxCenterBring uptheirAnnualRMDBring up atool fromATP as a"Plus One"Send anarticle fromFid.com toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSomeonementions"Festivus"Change anaddress andask whythey movedTell someoneyour favoriteholiday movieSing a linefrom yourleast favoriteChristmassongAsk "How dowe compareto your otherbrokeragefirms?"Help acustomermake acharitablecontributionSign acustomerup for E-DeliveryTell acustomer"HappyHolidays"Talk to acustomerfrom CAUse theword"Twas" ona callShare a NewYearsresolutionthat youfailed withTalk with acustomer ourour "Zero"offeringsBring upyear endguidanceconversationBring up"time torebalance"with acustomerShare aNew YearsresolutionsuccessPurchasedyour ownpresentthis yearBring uptheirAnnualRMDShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comMention taxlossharvesting toa customerSend a"thankyou" noteto a peerTalk to acustomerfrom NYTell acustomer"HappyHolidays"Tell someoneyour favoriteHolidayTraditionfind out acustomersfavoriteholidaytraditionCheckRedbrickHealth foryour discountpointsShare afunny holidaystory aboutyour in-lawsAsk whatcan Fidelitybe doingfor themShow acustomerFid.comTaxCenterBring uptheirAnnualRMDBring up atool fromATP as a"Plus One"Send anarticle fromFid.com toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSomeonementions"Festivus"Change anaddress andask whythey movedTell someoneyour favoriteholiday movieSing a linefrom yourleast favoriteChristmassongAsk "How dowe compareto your otherbrokeragefirms?"Help acustomermake acharitablecontributionSign acustomerup for E-DeliveryTell acustomer"HappyHolidays"Talk to acustomerfrom CAUse theword"Twas" ona callShare a NewYearsresolutionthat youfailed withTalk with acustomer ourour "Zero"offeringsBring upyear endguidanceconversationBring up"time torebalance"with acustomerShare aNew YearsresolutionsuccessPurchasedyour ownpresentthis yearBring uptheirAnnualRMD

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