Talk to acustomerfrom NYMention taxlossharvesting toa customerBring up"time torebalance"with acustomerSend a"thankyou" noteto a peerUse theword"Twas" ona callShare aNew YearsresolutionsuccessSomeonementions"Festivus"CheckRedbrickHealth foryour discountpointsTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom CATell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsfind out acustomersfavoriteholidaytraditionSend anarticle fromFid.com toa customerSing a linefrom yourleast favoriteChristmassongAsk "How dowe compareto your otherbrokeragefirms?"Bring upyear endguidanceconversationShow acustomerFid.comTaxCenterSign acustomerup for E-DeliveryAsk whatFidelity canbe doingfor themBring uptheirAnnualRMDBring uptheirAnnualRMDShare afunny holidaystory aboutyour in-lawsShare aholidayfood horrorstoryTell acustomer"HappyHolidays"Bring up atool fromATP as a"Plus One"Help acustomermake acharitablecontributionShare/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withShow acustomer ourTaxResourcesfrom Fid.comQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isPurchasedyour ownpresentthis yearChange anaddress andask whythey movedTalk to acustomerfrom NYMention taxlossharvesting toa customerBring up"time torebalance"with acustomerSend a"thankyou" noteto a peerUse theword"Twas" ona callShare aNew YearsresolutionsuccessSomeonementions"Festivus"CheckRedbrickHealth foryour discountpointsTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom CATell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsfind out acustomersfavoriteholidaytraditionSend anarticle fromFid.com toa customerSing a linefrom yourleast favoriteChristmassongAsk "How dowe compareto your otherbrokeragefirms?"Bring upyear endguidanceconversationShow acustomerFid.comTaxCenterSign acustomerup for E-DeliveryAsk whatFidelity canbe doingfor themBring uptheirAnnualRMDBring uptheirAnnualRMDShare afunny holidaystory aboutyour in-lawsShare aholidayfood horrorstoryTell acustomer"HappyHolidays"Bring up atool fromATP as a"Plus One"Help acustomermake acharitablecontributionShare/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withShow acustomer ourTaxResourcesfrom Fid.comQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isPurchasedyour ownpresentthis yearChange anaddress andask whythey moved

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