Share aNew YearsresolutionsuccessAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionAsk whatcan Fidelitybe doingfor themTalk with acustomer ourour "Zero"offeringsShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isChange anaddress andask whythey movedMention taxlossharvesting toa customerShare a NewYearsresolutionthat youfailed withCheckRedbrickHealth foryour discountpointsUse theword"Twas" ona callTalk to acustomerfrom NYShow acustomerFid.comTaxCenterTalk to acustomerfrom CAfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDSend a"thankyou" noteto a peerSing a linefrom yourleast favoriteChristmassongTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerTell someoneyour favoriteholiday movieSomeonementions"Festivus"Show acustomer ourTaxResourcesfrom Fid.comSign acustomerup for E-DeliveryBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyBring upyear endguidanceconversationPurchasedyour ownpresentthis yearSend anarticle fromFid.com toa customerHelp acustomermake acharitablecontributionShare aNew YearsresolutionsuccessAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionAsk whatcan Fidelitybe doingfor themTalk with acustomer ourour "Zero"offeringsShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isChange anaddress andask whythey movedMention taxlossharvesting toa customerShare a NewYearsresolutionthat youfailed withCheckRedbrickHealth foryour discountpointsUse theword"Twas" ona callTalk to acustomerfrom NYShow acustomerFid.comTaxCenterTalk to acustomerfrom CAfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDSend a"thankyou" noteto a peerSing a linefrom yourleast favoriteChristmassongTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerTell someoneyour favoriteholiday movieSomeonementions"Festivus"Show acustomer ourTaxResourcesfrom Fid.comSign acustomerup for E-DeliveryBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyBring upyear endguidanceconversationPurchasedyour ownpresentthis yearSend anarticle fromFid.com toa customerHelp acustomermake acharitablecontribution

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