Sign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyBring upyear endguidanceconversationBring up"time torebalance"with acustomerTalk to acustomerfrom CATell acustomer"HappyHolidays"Talk to acustomerfrom NYBring uptheirAnnualRMDSend a"thankyou" noteto a peerShow acustomerFid.comTaxCenterCheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDSend anarticle fromFid.com toa customerfind out acustomersfavoriteholidaytraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare afunny holidaystory aboutyour in-lawsSing a linefrom yourleast favoriteChristmassongBring up atool fromATP as a"Plus One"Someonementions"Festivus"Share a NewYearsresolutionthat youfailed withChange anaddress andask whythey movedAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsShow acustomer ourTaxResourcesfrom Fid.comTell someoneyour favoriteHolidayTraditionShare aholidayfood horrorstoryMention taxlossharvesting toa customerPurchasedyour ownpresentthis yearHelp acustomermake acharitablecontributionAsk whatFidelity canbe doingfor themUse theword"Twas" ona callShare aNew YearsresolutionsuccessSign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyBring upyear endguidanceconversationBring up"time torebalance"with acustomerTalk to acustomerfrom CATell acustomer"HappyHolidays"Talk to acustomerfrom NYBring uptheirAnnualRMDSend a"thankyou" noteto a peerShow acustomerFid.comTaxCenterCheckRedbrickHealth foryour discountpointsBring uptheirAnnualRMDSend anarticle fromFid.com toa customerfind out acustomersfavoriteholidaytraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare afunny holidaystory aboutyour in-lawsSing a linefrom yourleast favoriteChristmassongBring up atool fromATP as a"Plus One"Someonementions"Festivus"Share a NewYearsresolutionthat youfailed withChange anaddress andask whythey movedAsk "How dowe compareto your otherbrokeragefirms?"Tell acustomer"HappyHolidays"Talk with acustomerabout our"Zero"offeringsShow acustomer ourTaxResourcesfrom Fid.comTell someoneyour favoriteHolidayTraditionShare aholidayfood horrorstoryMention taxlossharvesting toa customerPurchasedyour ownpresentthis yearHelp acustomermake acharitablecontributionAsk whatFidelity canbe doingfor themUse theword"Twas" ona callShare aNew Yearsresolutionsuccess

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