Share aholidayfood horrorstorySend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Bring up atool fromATP as a"Plus One"Bring uptheirAnnualRMDShare/listen to anElf on theShelf storyTell acustomer"HappyHolidays"Bring uptheirAnnualRMDSend anarticle fromFid.com toa customerBring upyear endguidanceconversationAsk whatFidelity canbe doingfor themQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomerFid.comTaxCenterTalk to acustomerfrom NYfind out acustomersfavoriteholidaytraditionBring up"time torebalance"with acustomerShow acustomer ourTaxResourcesfrom Fid.comShare aNew YearsresolutionsuccessSing a linefrom yourleast favoriteChristmassongHelp acustomermake acharitablecontributionPurchasedyour ownpresentthis yearSomeonementions"Festivus"Talk to acustomerfrom CAUse theword"Twas" ona callCheckRedbrickHealth foryour discountpointsChange anaddress andask whythey movedTalk with acustomerabout our"Zero"offeringsMention taxlossharvesting toa customerAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withShare afunny holidaystory aboutyour in-lawsTell someoneyour favoriteHolidayTraditionShare aholidayfood horrorstorySend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Bring up atool fromATP as a"Plus One"Bring uptheirAnnualRMDShare/listen to anElf on theShelf storyTell acustomer"HappyHolidays"Bring uptheirAnnualRMDSend anarticle fromFid.com toa customerBring upyear endguidanceconversationAsk whatFidelity canbe doingfor themQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShow acustomerFid.comTaxCenterTalk to acustomerfrom NYfind out acustomersfavoriteholidaytraditionBring up"time torebalance"with acustomerShow acustomer ourTaxResourcesfrom Fid.comShare aNew YearsresolutionsuccessSing a linefrom yourleast favoriteChristmassongHelp acustomermake acharitablecontributionPurchasedyour ownpresentthis yearSomeonementions"Festivus"Talk to acustomerfrom CAUse theword"Twas" ona callCheckRedbrickHealth foryour discountpointsChange anaddress andask whythey movedTalk with acustomerabout our"Zero"offeringsMention taxlossharvesting toa customerAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withShare afunny holidaystory aboutyour in-lawsTell someoneyour favoriteHolidayTradition

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