CheckRedbrickHealth foryour discountpointsUse theword"Twas" ona callfind out acustomersfavoriteholidaytraditionAsk whatFidelity canbe doingfor themShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterTalk to acustomerfrom NYSing a linefrom yourleast favoriteChristmassongShare aholidayfood horrorstorySend anarticle fromFid.com toa customerTalk with acustomerabout our"Zero"offeringsBring up"time torebalance"with acustomerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isMention taxlossharvesting toa customerAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Purchasedyour ownpresentthis yearShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Help acustomermake acharitablecontributionShare aNew YearsresolutionsuccessChange anaddress andask whythey movedBring up atool fromATP as a"Plus One"Share afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDSomeonementions"Festivus"Talk to acustomerfrom CASign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withSend a"thankyou" noteto a peerBring uptheirAnnualRMDBring upyear endguidanceconversationCheckRedbrickHealth foryour discountpointsUse theword"Twas" ona callfind out acustomersfavoriteholidaytraditionAsk whatFidelity canbe doingfor themShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterTalk to acustomerfrom NYSing a linefrom yourleast favoriteChristmassongShare aholidayfood horrorstorySend anarticle fromFid.com toa customerTalk with acustomerabout our"Zero"offeringsBring up"time torebalance"with acustomerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isMention taxlossharvesting toa customerAsk "How dowe compareto your otherbrokeragefirms?"Tell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Purchasedyour ownpresentthis yearShow acustomer ourTaxResourcesfrom Fid.comTell acustomer"HappyHolidays"Help acustomermake acharitablecontributionShare aNew YearsresolutionsuccessChange anaddress andask whythey movedBring up atool fromATP as a"Plus One"Share afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDSomeonementions"Festivus"Talk to acustomerfrom CASign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withSend a"thankyou" noteto a peerBring uptheirAnnualRMDBring upyear endguidanceconversation

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