Sign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Purchasedyour ownpresentthis yearShare aholidayfood horrorstorySend anarticle fromFid.com toa customerSing a linefrom yourleast favoriteChristmassongShare/listen to anElf on theShelf storySomeonementions"Festivus"Show acustomer ourTaxResourcesfrom Fid.comHelp acustomermake acharitablecontributionSend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerCheckRedbrickHealth foryour discountpointsShare afunny holidaystory aboutyour in-lawsTalk with acustomerabout our"Zero"offeringsBring uptheirAnnualRMDAsk whatFidelity canbe doingfor themfind out acustomersfavoriteholidaytraditionBring upyear endguidanceconversationTalk to acustomerfrom NYTalk to acustomerfrom CATell someoneyour favoriteHolidayTraditionMention taxlossharvesting toa customerShow acustomerFid.comTaxCenterUse theword"Twas" ona callQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDShare aNew YearsresolutionsuccessChange anaddress andask whythey movedSign acustomerup for E-DeliveryShare a NewYearsresolutionthat youfailed withBring up atool fromATP as a"Plus One"Tell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Purchasedyour ownpresentthis yearShare aholidayfood horrorstorySend anarticle fromFid.com toa customerSing a linefrom yourleast favoriteChristmassongShare/listen to anElf on theShelf storySomeonementions"Festivus"Show acustomer ourTaxResourcesfrom Fid.comHelp acustomermake acharitablecontributionSend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerCheckRedbrickHealth foryour discountpointsShare afunny holidaystory aboutyour in-lawsTalk with acustomerabout our"Zero"offeringsBring uptheirAnnualRMDAsk whatFidelity canbe doingfor themfind out acustomersfavoriteholidaytraditionBring upyear endguidanceconversationTalk to acustomerfrom NYTalk to acustomerfrom CATell someoneyour favoriteHolidayTraditionMention taxlossharvesting toa customerShow acustomerFid.comTaxCenterUse theword"Twas" ona callQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDShare aNew YearsresolutionsuccessChange anaddress andask whythey moved

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