Show acustomerFid.comTaxCenterTalk to acustomerfrom CASomeonementions"Festivus"Purchasedyour ownpresentthis yearAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Ask whatFidelity canbe doingfor themQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isMention taxlossharvesting toa customerBring uptheirAnnualRMDShare aholidayfood horrorstoryfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDCheckRedbrickHealth foryour discountpointsTell acustomer"HappyHolidays"Tell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessBring upyear endguidanceconversationHelp acustomermake acharitablecontributionUse theword"Twas" ona callChange anaddress andask whythey movedSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withTalk with acustomerabout our"Zero"offeringsSing a linefrom yourleast favoriteChristmassongBring up"time torebalance"with acustomerBring up atool fromATP as a"Plus One"Show acustomer ourTaxResourcesfrom Fid.comTalk to acustomerfrom NYSend anarticle fromFid.com toa customerShare afunny holidaystory aboutyour in-lawsSign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterTalk to acustomerfrom CASomeonementions"Festivus"Purchasedyour ownpresentthis yearAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Ask whatFidelity canbe doingfor themQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isMention taxlossharvesting toa customerBring uptheirAnnualRMDShare aholidayfood horrorstoryfind out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDCheckRedbrickHealth foryour discountpointsTell acustomer"HappyHolidays"Tell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessBring upyear endguidanceconversationHelp acustomermake acharitablecontributionUse theword"Twas" ona callChange anaddress andask whythey movedSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withTalk with acustomerabout our"Zero"offeringsSing a linefrom yourleast favoriteChristmassongBring up"time torebalance"with acustomerBring up atool fromATP as a"Plus One"Show acustomer ourTaxResourcesfrom Fid.comTalk to acustomerfrom NYSend anarticle fromFid.com toa customerShare afunny holidaystory aboutyour in-lawsSign acustomerup for E-DeliveryShare/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. Show a customer Fid.com Tax Center
  2. Talk to a customer from CA
  3. Someone mentions "Festivus"
  4. Purchased your own present this year
  5. Ask "How do we compare to your other brokerage firms?"
  6. Tell a customer "Happy Holidays"
  7. Ask what Fidelity can be doing for them
  8. Quote your favorite holiday movie until somebody figures out what it is
  9. Mention tax loss harvesting to a customer
  10. Bring up their Annual RMD
  11. Share a holiday food horror story
  12. find out a customers favorite holiday tradition
  13. Bring up their Annual RMD
  14. Check Redbrick Health for your discount points
  15. Tell a customer "Happy Holidays"
  16. Tell someone your favorite Holiday Tradition
  17. Share a New Years resolution success
  18. Bring up year end guidance conversation
  19. Help a customer make a charitable contribution
  20. Use the word "Twas" on a call
  21. Change an address and ask why they moved
  22. Send a "thank you" note to a peer
  23. Share a New Years resolution that you failed with
  24. Talk with a customer about our "Zero" offerings
  25. Sing a line from your least favorite Christmas song
  26. Bring up "time to rebalance" with a customer
  27. Bring up a tool from ATP as a "Plus One"
  28. Show a customer our Tax Resources from Fid.com
  29. Talk to a customer from NY
  30. Send an article from Fid.com to a customer
  31. Share a funny holiday story about your in-laws
  32. Sign a customer up for E-Delivery
  33. Share/ listen to an Elf on the Shelf story