Bring up"time torebalance"with acustomerSing a linefrom yourleast favoriteChristmassongSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionSend anarticle fromFid.com toa customerBring up atool fromATP as a"Plus One"Sign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Talk to acustomerfrom CATell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storySend a"thankyou" noteto a peerShare aNew YearsresolutionsuccessAsk whatcan Fidelitybe doingfor themUse theword"Twas" ona callChange anaddress andask whythey movedAsk "How dowe compareto your otherbrokeragefirms?"Talk to acustomerfrom NYTell someoneyour favoriteHolidayTraditionTalk with acustomer ourour "Zero"offeringsShow acustomerFid.comTaxCenterBring uptheirAnnualRMDHelp acustomermake acharitablecontributionTell someoneyour favoriteholiday movieQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomer ourTaxResourcesfrom Fid.comBring upyear endguidanceconversationPurchasedyour ownpresentthis yearMention taxlossharvesting toa customerBring uptheirAnnualRMDShare afunny holidaystory aboutyour in-lawsBring up"time torebalance"with acustomerSing a linefrom yourleast favoriteChristmassongSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionSend anarticle fromFid.com toa customerBring up atool fromATP as a"Plus One"Sign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Talk to acustomerfrom CATell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storySend a"thankyou" noteto a peerShare aNew YearsresolutionsuccessAsk whatcan Fidelitybe doingfor themUse theword"Twas" ona callChange anaddress andask whythey movedAsk "How dowe compareto your otherbrokeragefirms?"Talk to acustomerfrom NYTell someoneyour favoriteHolidayTraditionTalk with acustomer ourour "Zero"offeringsShow acustomerFid.comTaxCenterBring uptheirAnnualRMDHelp acustomermake acharitablecontributionTell someoneyour favoriteholiday movieQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomer ourTaxResourcesfrom Fid.comBring upyear endguidanceconversationPurchasedyour ownpresentthis yearMention taxlossharvesting toa customerBring uptheirAnnualRMDShare afunny holidaystory aboutyour in-laws

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