Sing a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDShow acustomerFid.comTaxCenterBring up"time torebalance"with acustomerHelp acustomermake acharitablecontributionShare a NewYearsresolutionthat youfailed withSomeonementions"Festivus"Mention taxlossharvesting toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk to acustomerfrom NYBring up atool fromATP as a"Plus One"Share aholidayfood horrorstoryAsk "How dowe compareto your otherbrokeragefirms?"Change anaddress andask whythey movedTell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessUse theword"Twas" ona callShow acustomer ourTaxResourcesfrom Fid.comBring upyear endguidanceconversationfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsPurchasedyour ownpresentthis yearTalk to acustomerfrom CASign acustomerup for E-DeliveryShare afunny holidaystory aboutyour in-lawsSend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsAsk whatFidelity canbe doingfor themTell acustomer"HappyHolidays"Bring uptheirAnnualRMDSend anarticle fromFid.com toa customerShare/listen to anElf on theShelf storySing a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDShow acustomerFid.comTaxCenterBring up"time torebalance"with acustomerHelp acustomermake acharitablecontributionShare a NewYearsresolutionthat youfailed withSomeonementions"Festivus"Mention taxlossharvesting toa customerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk to acustomerfrom NYBring up atool fromATP as a"Plus One"Share aholidayfood horrorstoryAsk "How dowe compareto your otherbrokeragefirms?"Change anaddress andask whythey movedTell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessUse theword"Twas" ona callShow acustomer ourTaxResourcesfrom Fid.comBring upyear endguidanceconversationfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsPurchasedyour ownpresentthis yearTalk to acustomerfrom CASign acustomerup for E-DeliveryShare afunny holidaystory aboutyour in-lawsSend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsAsk whatFidelity canbe doingfor themTell acustomer"HappyHolidays"Bring uptheirAnnualRMDSend anarticle fromFid.com toa customerShare/listen to anElf on theShelf story

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