Talk to acustomerfrom NYBring uptheirAnnualRMDTalk to acustomerfrom CAfind out acustomersfavoriteholidaytraditionBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Share aNew YearsresolutionsuccessUse theword"Twas" ona callSign acustomerup for E-DeliveryShare aholidayfood horrorstoryChange anaddress andask whythey movedMention taxlossharvesting toa customerSing a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDBring upyear endguidanceconversationTalk with acustomerabout our"Zero"offeringsAsk "How dowe compareto your otherbrokeragefirms?"Share afunny holidaystory aboutyour in-lawsPurchasedyour ownpresentthis yearSomeonementions"Festivus"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withAsk whatFidelity canbe doingfor themCheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storySend anarticle fromFid.com toa customerShow acustomerFid.comTaxCenterBring up"time torebalance"with acustomerShow acustomer ourTaxResourcesfrom Fid.comHelp acustomermake acharitablecontributionTell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Talk to acustomerfrom NYBring uptheirAnnualRMDTalk to acustomerfrom CAfind out acustomersfavoriteholidaytraditionBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Share aNew YearsresolutionsuccessUse theword"Twas" ona callSign acustomerup for E-DeliveryShare aholidayfood horrorstoryChange anaddress andask whythey movedMention taxlossharvesting toa customerSing a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDBring upyear endguidanceconversationTalk with acustomerabout our"Zero"offeringsAsk "How dowe compareto your otherbrokeragefirms?"Share afunny holidaystory aboutyour in-lawsPurchasedyour ownpresentthis yearSomeonementions"Festivus"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withAsk whatFidelity canbe doingfor themCheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storySend anarticle fromFid.com toa customerShow acustomerFid.comTaxCenterBring up"time torebalance"with acustomerShow acustomer ourTaxResourcesfrom Fid.comHelp acustomermake acharitablecontributionTell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"

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