find out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring up atool fromATP as a"Plus One"Show acustomerFid.comTaxCenterSomeonementions"Festivus"Use theword"Twas" ona callShare aNew YearsresolutionsuccessTell someoneyour favoriteholiday movieShare a NewYearsresolutionthat youfailed withPurchasedyour ownpresentthis yearTalk with acustomer ourour "Zero"offeringsBring upyear endguidanceconversationShow acustomer ourTaxResourcesfrom Fid.comBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom CAHelp acustomermake acharitablecontributionTell acustomer"HappyHolidays"Sign acustomerup for E-DeliverySend anarticle fromFid.com toa customerMention taxlossharvesting toa customerSing a linefrom yourleast favoriteChristmassongShare afunny holidaystory aboutyour in-lawsAsk "How dowe compareto your otherbrokeragefirms?"Share/listen to anElf on theShelf storyChange anaddress andask whythey movedAsk whatcan Fidelitybe doingfor themTalk to acustomerfrom NYQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSend a"thankyou" noteto a peerBring up"time torebalance"with acustomerBring uptheirAnnualRMDfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring up atool fromATP as a"Plus One"Show acustomerFid.comTaxCenterSomeonementions"Festivus"Use theword"Twas" ona callShare aNew YearsresolutionsuccessTell someoneyour favoriteholiday movieShare a NewYearsresolutionthat youfailed withPurchasedyour ownpresentthis yearTalk with acustomer ourour "Zero"offeringsBring upyear endguidanceconversationShow acustomer ourTaxResourcesfrom Fid.comBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom CAHelp acustomermake acharitablecontributionTell acustomer"HappyHolidays"Sign acustomerup for E-DeliverySend anarticle fromFid.com toa customerMention taxlossharvesting toa customerSing a linefrom yourleast favoriteChristmassongShare afunny holidaystory aboutyour in-lawsAsk "How dowe compareto your otherbrokeragefirms?"Share/listen to anElf on theShelf storyChange anaddress andask whythey movedAsk whatcan Fidelitybe doingfor themTalk to acustomerfrom NYQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSend a"thankyou" noteto a peerBring up"time torebalance"with acustomerBring 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. find out a customers favorite holiday tradition
  2. Tell a customer "Happy Holidays"
  3. Check Redbrick Health for your discount points
  4. Bring up a tool from ATP as a "Plus One"
  5. Show a customer Fid.com Tax Center
  6. Someone mentions "Festivus"
  7. Use the word "Twas" on a call
  8. Share a New Years resolution success
  9. Tell someone your favorite holiday movie
  10. Share a New Years resolution that you failed with
  11. Purchased your own present this year
  12. Talk with a customer our our "Zero" offerings
  13. Bring up year end guidance conversation
  14. Show a customer our Tax Resources from Fid.com
  15. Bring up their Annual RMD
  16. Tell someone your favorite Holiday Tradition
  17. Talk to a customer from CA
  18. Help a customer make a charitable contribution
  19. Tell a customer "Happy Holidays"
  20. Sign a customer up for E-Delivery
  21. Send an article from Fid.com to a customer
  22. Mention tax loss harvesting to a customer
  23. Sing a line from your least favorite Christmas song
  24. Share a funny holiday story about your in-laws
  25. Ask "How do we compare to your other brokerage firms?"
  26. Share/ listen to an Elf on the Shelf story
  27. Change an address and ask why they moved
  28. Ask what can Fidelity be doing for them
  29. Talk to a customer from NY
  30. Quote your favorite holiday movie until somebody figures out what it is
  31. Send a "thank you" note to a peer
  32. Bring up "time to rebalance" with a customer
  33. Bring up their Annual RMD