Share/listen to anElf on theShelf storyMention taxlossharvesting toa customerBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionShare aholidayfood horrorstoryTalk with acustomerabout our"Zero"offeringsSing a linefrom yourleast favoriteChristmassongShare aNew YearsresolutionsuccessTell acustomer"HappyHolidays"Purchasedyour ownpresentthis yearBring up"time torebalance"with acustomerTell acustomer"HappyHolidays"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare afunny holidaystory aboutyour in-lawsTalk to acustomerfrom NYHelp acustomermake acharitablecontributionBring uptheirAnnualRMDShare a NewYearsresolutionthat youfailed withSend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryTalk to acustomerfrom CAUse theword"Twas" ona callBring up atool fromATP as a"Plus One"Show acustomerFid.comTaxCenterSend anarticle fromFid.com toa customerShow acustomer ourTaxResourcesfrom Fid.comSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionBring upyear endguidanceconversationChange anaddress andask whythey movedAsk whatFidelity canbe doingfor themShare/listen to anElf on theShelf storyMention taxlossharvesting toa customerBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionShare aholidayfood horrorstoryTalk with acustomerabout our"Zero"offeringsSing a linefrom yourleast favoriteChristmassongShare aNew YearsresolutionsuccessTell acustomer"HappyHolidays"Purchasedyour ownpresentthis yearBring up"time torebalance"with acustomerTell acustomer"HappyHolidays"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare afunny holidaystory aboutyour in-lawsTalk to acustomerfrom NYHelp acustomermake acharitablecontributionBring uptheirAnnualRMDShare a NewYearsresolutionthat youfailed withSend a"thankyou" noteto a peerCheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"Sign acustomerup for E-DeliveryTalk to acustomerfrom CAUse theword"Twas" ona callBring up atool fromATP as a"Plus One"Show acustomerFid.comTaxCenterSend anarticle fromFid.com toa customerShow acustomer ourTaxResourcesfrom Fid.comSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionBring upyear endguidanceconversationChange anaddress andask whythey movedAsk whatFidelity canbe doingfor them

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