Talk to acustomerfrom CAShow acustomerFid.comTaxCenterShare a NewYearsresolutionthat youfailed withTalk to acustomerfrom NYMention taxlossharvesting toa customerfind out acustomersfavoriteholidaytraditionHelp acustomermake acharitablecontributionSend anarticle fromFid.com toa customerSomeonementions"Festivus"Use theword"Twas" ona callAsk whatFidelity canbe doingfor themShare/listen to anElf on theShelf storyTell acustomer"HappyHolidays"Tell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerShare aNew YearsresolutionsuccessSign acustomerup for E-DeliveryBring up atool fromATP as a"Plus One"Bring upyear endguidanceconversationChange anaddress andask whythey movedBring uptheirAnnualRMDPurchasedyour ownpresentthis yearShow acustomer ourTaxResourcesfrom Fid.comSing a linefrom yourleast favoriteChristmassongShare aholidayfood horrorstoryAsk "How dowe compareto your otherbrokeragefirms?"Share afunny holidaystory aboutyour in-lawsQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring up"time torebalance"with acustomerTalk with acustomerabout our"Zero"offeringsTalk to acustomerfrom CAShow acustomerFid.comTaxCenterShare a NewYearsresolutionthat youfailed withTalk to acustomerfrom NYMention taxlossharvesting toa customerfind out acustomersfavoriteholidaytraditionHelp acustomermake acharitablecontributionSend anarticle fromFid.com toa customerSomeonementions"Festivus"Use theword"Twas" ona callAsk whatFidelity canbe doingfor themShare/listen to anElf on theShelf storyTell acustomer"HappyHolidays"Tell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerShare aNew YearsresolutionsuccessSign acustomerup for E-DeliveryBring up atool fromATP as a"Plus One"Bring upyear endguidanceconversationChange anaddress andask whythey movedBring uptheirAnnualRMDPurchasedyour ownpresentthis yearShow acustomer ourTaxResourcesfrom Fid.comSing a linefrom yourleast favoriteChristmassongShare aholidayfood horrorstoryAsk "How dowe compareto your otherbrokeragefirms?"Share afunny holidaystory aboutyour in-lawsQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring up"time torebalance"with acustomerTalk with acustomerabout our"Zero"offerings

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