Last edit by: TravelinSperry
All offers are expired/dead as of March 31, 2017
AA: https://scs.fidelity.com/other/offer...shtml?MSC=AA01
United: https://scs.fidelity.com/other/offer...shtml?MSC=UA01
Delta: https://scs.fidelity.com/other/offer...on_delta.shtml
Update as of May 21, 2014 - in recent weeks some people have reported being told that they are no longer eligible for this offer, in spite of meeting the previous terms and conditions. Some Fidelity representatives are saying that these offers are targeted. Note the bold words in the the terms and conditions below - "Other terms and conditions may apply."
The funds or securities must stay in the account for 9 months
The offer may be repeated every 365 days if the terms were met (rolling 12 months)
The funds may not already be in a Fidelity account, but must be sourced from elsewhere
If you are moving funds or securities out of Fidelity, with intent to move it back to claim this bonus, members have recommended to keep the funds/securities out for at least 3 months to avoid risk of losing eligibility for the deposit. Some have been told unofficially by advisers 30 days. YMMV.
Members who have pulled funds/deposits out within 9 months have reported they were allowed to keep the miles, but were banned for life from being able to repeat the offer.
Added September 26, 2016:
Any withdrawals from the account during the qualification period will count against the total deposited. This includes dividends upon you may dependent to live. So be sure to transfer assets whose value covers the minimum you need plus any you might withdraw during those 60 days.
It is strongly suggested you register for the offer you want by calling Fidelity's Promotion Department at (800)544-5315, as the online registration has been flaky in the past. Also, if you have high net worth, a "High Net Worth supervisor" may be able to help - simply call the Premium Services number on your account statement to find someone who has the power to do most anything. Get the name and phone number of the person you spoke with and ask him or her to note in your account that you have been approved, and by whom. Then, if after you transfer assets you get an email saying you are not eligible for the offer for which you registered (yes, this has happened), call the rep again, asking to read the notes on your account. You will probably be told that the email was automated and was sent in error and that they will hand babysit the funding and resultant miles.
If the registration page tells you are not eligible because you have had the offer before, call one of the above numbers. You are eligible after on year. That year probably starts counting when the miles are awarded, not when you register or when you add assets.
Trusts require extra caution on their part. Sometimes they require that you give them a lot of paperwork for trusts. If you have a local Fidelity office, just bring in everything required and they will copy and mail it for you. Easy. Otherwise, just mail it in. If upon trying to register online you are informed that your Revocable Living Trust account is not eligible, well, just call one of the above numbers, because it is eligible. They just have to verify a few things and then override the system. They want to know that you are the only trustee and the only beneficiary.
From the Terms and Conditions page:
Promotional Offer Rules:
This promotional offer is only available to new or existing Fidelity brokerage account customers opening or depositing net new assets into a joint or individual nonretirement Fidelity Account®. Net new assets are defined as an individual’s external new money in minus money out, including distributions and transfers.
This offer expires September 30, 2014, and is not transferable or valid in conjunction with any other Fidelity promotional offer. Fidelity Investments reserves the right to modify, change, or alter the terms and conditions of the promotional offer in its sole discretion at any time. Fidelity Investments may terminate this promotional offer at any time. Other terms and conditions may apply.
Promotional offers are limited to one per individual per rolling 12 months.
The promotion is not available for business accounts; trust accounts; mutual fund only accounts; retirement accounts, including, among others, Fidelity IRA, Roth IRA, SEP, and SIMPLE accounts; 401(k) and 403(b) workplace retirement plans; fiduciary accounts (including custodial accounts, estate accounts); 529 college savings plan accounts (i.e. college investment trust accounts); Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments; annuities; and Stock Plan Services accounts. Offer is not valid for non-U.S. residents; persons affiliated with FINRA, a securities exchange or its members; employees of Fidelity, its affiliates, and members of their immediate families and households; or the media.
Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies.
Transferred assets will be valued, for the purposes of determining eligibility for this promotional offer, at the close of business Eastern time on the business day or next business day, if on a weekend day or holiday, following receipt by Fidelity Investments of the assets into the account that is eligible for the promotional offer. Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.). Please allow eight weeks from the funding of the eligible account, with the qualifying dollar amount of assets, for American Airlines AAdvantage® miles to be posted to your AAdvantage® account. Your Fidelity Account® must remain open with the qualifying funding for six months from the date that the qualifying assets are first received in the eligible account.
New accounts must be opened within 30 days of registering for the offer. Additional deposits to the eligible Fidelity account may earn you a higher mileage award provided the result is that the cumulative assets meet or exceed the next eligibility tier (up to a maximum of 50,000 AAdvantage® miles). For new accounts, initial and subsequent deposits must be made within 60 days of Fidelity account opening. For new money deposited into existing accounts, all deposits must be made within 60 days of registering for the offer.
AA: https://scs.fidelity.com/other/offer...shtml?MSC=AA01
United: https://scs.fidelity.com/other/offer...shtml?MSC=UA01
Delta: https://scs.fidelity.com/other/offer...on_delta.shtml
Update as of May 21, 2014 - in recent weeks some people have reported being told that they are no longer eligible for this offer, in spite of meeting the previous terms and conditions. Some Fidelity representatives are saying that these offers are targeted. Note the bold words in the the terms and conditions below - "Other terms and conditions may apply."
The funds or securities must stay in the account for 9 months
The offer may be repeated every 365 days if the terms were met (rolling 12 months)
The funds may not already be in a Fidelity account, but must be sourced from elsewhere
If you are moving funds or securities out of Fidelity, with intent to move it back to claim this bonus, members have recommended to keep the funds/securities out for at least 3 months to avoid risk of losing eligibility for the deposit. Some have been told unofficially by advisers 30 days. YMMV.
Members who have pulled funds/deposits out within 9 months have reported they were allowed to keep the miles, but were banned for life from being able to repeat the offer.
Added September 26, 2016:
Any withdrawals from the account during the qualification period will count against the total deposited. This includes dividends upon you may dependent to live. So be sure to transfer assets whose value covers the minimum you need plus any you might withdraw during those 60 days.
It is strongly suggested you register for the offer you want by calling Fidelity's Promotion Department at (800)544-5315, as the online registration has been flaky in the past. Also, if you have high net worth, a "High Net Worth supervisor" may be able to help - simply call the Premium Services number on your account statement to find someone who has the power to do most anything. Get the name and phone number of the person you spoke with and ask him or her to note in your account that you have been approved, and by whom. Then, if after you transfer assets you get an email saying you are not eligible for the offer for which you registered (yes, this has happened), call the rep again, asking to read the notes on your account. You will probably be told that the email was automated and was sent in error and that they will hand babysit the funding and resultant miles.
If the registration page tells you are not eligible because you have had the offer before, call one of the above numbers. You are eligible after on year. That year probably starts counting when the miles are awarded, not when you register or when you add assets.
Trusts require extra caution on their part. Sometimes they require that you give them a lot of paperwork for trusts. If you have a local Fidelity office, just bring in everything required and they will copy and mail it for you. Easy. Otherwise, just mail it in. If upon trying to register online you are informed that your Revocable Living Trust account is not eligible, well, just call one of the above numbers, because it is eligible. They just have to verify a few things and then override the system. They want to know that you are the only trustee and the only beneficiary.
From the Terms and Conditions page:
Promotional Offer Rules:
This promotional offer is only available to new or existing Fidelity brokerage account customers opening or depositing net new assets into a joint or individual nonretirement Fidelity Account®. Net new assets are defined as an individual’s external new money in minus money out, including distributions and transfers.
This offer expires September 30, 2014, and is not transferable or valid in conjunction with any other Fidelity promotional offer. Fidelity Investments reserves the right to modify, change, or alter the terms and conditions of the promotional offer in its sole discretion at any time. Fidelity Investments may terminate this promotional offer at any time. Other terms and conditions may apply.
Promotional offers are limited to one per individual per rolling 12 months.
The promotion is not available for business accounts; trust accounts; mutual fund only accounts; retirement accounts, including, among others, Fidelity IRA, Roth IRA, SEP, and SIMPLE accounts; 401(k) and 403(b) workplace retirement plans; fiduciary accounts (including custodial accounts, estate accounts); 529 college savings plan accounts (i.e. college investment trust accounts); Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments; annuities; and Stock Plan Services accounts. Offer is not valid for non-U.S. residents; persons affiliated with FINRA, a securities exchange or its members; employees of Fidelity, its affiliates, and members of their immediate families and households; or the media.
Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies.
Transferred assets will be valued, for the purposes of determining eligibility for this promotional offer, at the close of business Eastern time on the business day or next business day, if on a weekend day or holiday, following receipt by Fidelity Investments of the assets into the account that is eligible for the promotional offer. Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.). Please allow eight weeks from the funding of the eligible account, with the qualifying dollar amount of assets, for American Airlines AAdvantage® miles to be posted to your AAdvantage® account. Your Fidelity Account® must remain open with the qualifying funding for six months from the date that the qualifying assets are first received in the eligible account.
New accounts must be opened within 30 days of registering for the offer. Additional deposits to the eligible Fidelity account may earn you a higher mileage award provided the result is that the cumulative assets meet or exceed the next eligibility tier (up to a maximum of 50,000 AAdvantage® miles). For new accounts, initial and subsequent deposits must be made within 60 days of Fidelity account opening. For new money deposited into existing accounts, all deposits must be made within 60 days of registering for the offer.
Fidelity Bonus offers for airline miles & hotel points [EXPIRED March 31, 2017]
#1636
Join Date: Jan 2005
Location: If only I knew
Programs: Several of my own making in which I was recently fast-tracked to super-duper-über-elite status
Posts: 1,074
I registered and got the promo miles about five months ago, now thinking about having my spouse sign up. Does she need to open her own account or can she transfer funds into our joint account?
And does that affect our ability to transfer-out the funds I transferred-in back in Nov?
#1637
Join Date: Apr 2014
Posts: 4
Not eligible for miles
I got the 50k miles about 18 months ago, bought Spartan Bond Fund (thismay be relevant to my experience) and the money is still there. This week I tried to do another $100k deposit for miles and was rejected. I received this from their support staff:
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
#1639
Join Date: Jan 2013
Location: Hawai'i Nei
Programs: Au: UA, Marriott, Hilton; GE
Posts: 7,142
I got the 50k miles about 18 months ago, bought Spartan Bond Fund (thismay be relevant to my experience) and the money is still there. This week I tried to do another $100k deposit for miles and was rejected. I received this from their support staff:
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
#1640
Join Date: Aug 2006
Posts: 756
I got the 50k miles about 18 months ago, bought Spartan Bond Fund (thismay be relevant to my experience) and the money is still there. This week I tried to do another $100k deposit for miles and was rejected. I received this from their support staff:
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
#1641
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,762
Is this also true if it's a joint acct?
I registered and got the promo miles about five months ago, now thinking about having my spouse sign up. Does she need to open her own account or can she transfer funds into our joint account?
And does that affect our ability to transfer-out the funds I transferred-in back in Nov?
I registered and got the promo miles about five months ago, now thinking about having my spouse sign up. Does she need to open her own account or can she transfer funds into our joint account?
And does that affect our ability to transfer-out the funds I transferred-in back in Nov?
#1642
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,762
I got the 50k miles about 18 months ago, bought Spartan Bond Fund (thismay be relevant to my experience) and the money is still there. This week I tried to do another $100k deposit for miles and was rejected. I received this from their support staff:
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
Thank you for contacting Fidelity Investments! I hope you are doing well, and I am happy to assist you today.
We appreciate that you would like to bring new assets to Fidelity. Our Promotions team is currently targeting the United Airlines MileagePlus promotion toward specific audiences at this time, and it is not available to all clients. I apologize for any inconvenience. A member of our Investment Solutions Team will be happy to review the other promotional offers available to you.
Perhaps my investment in a low cost mutual fund, something of a loss leader for Fidelity, led to their refusal. I wonder if I had been trading stocks, or buying mutual funds with high expense ratios, if their response would have been different.
With the current HY savings offered by several online banks, the cost of getting these miles have gone up because now you are able to get 0.80 to 0.95% yield on several reputable online HY saving accounts. You may want to do some hard calculation based on your tax bracket to see if it is worth to go thru all the trouble and put up with Fido's nonsense in getting those devalued miles which easily cost 0.005 or more per mile - a high mark in my book. Unless you have near term plan to need such miles, it may not be in your best interest to hoard them.
#1643
Join Date: Oct 2010
Location: Feeder Band Land (South FL)
Programs: seeking best cc sign-up & spend bonus offers
Posts: 865
Just off phone with Fidel rep.
Joint qualifies for 50K if not same SS# & password as 1st solo acct.
3rd new acct just spouse NOT qualified because bonus is SS#-sensitive...
(any reports from polygamists appreciated)
Joint qualifies for 50K if not same SS# & password as 1st solo acct.
3rd new acct just spouse NOT qualified because bonus is SS#-sensitive...
(any reports from polygamists appreciated)
#1644
Join Date: Jun 2001
Location: CA & Europe
Programs: AA Life-Plat 5MM, HH Diamond, IHG Plat, UA, BA
Posts: 738
#1645
Join Date: Sep 2011
Location: IAH
Posts: 362
For another data point - I last did the United promotion in July 2012, and withdrew most of my balance six months later. I signed up again for the United promotion this year on March 28, and never received any email or notice that I wasn't eligible. I deposited my money a few days later, and received the miles last week.
Last edited by AggieTraveler; Apr 23, 2014 at 7:16 am
#1646
Join Date: Sep 2010
Posts: 66
This is my second round with the Fidelity United offer and I was starting to get concerned when the miles hadn't been credited in my account. I called this morning and the rep discovered that one transaction "hadn't been picked up by the tool". He advised that it would be corrected today and that I should check my MP account in two weeks.
I'm concerned that reps are claiming that this is a targeted offer when there's no language on the MP site that suggests that it's targeted.
I'm concerned that reps are claiming that this is a targeted offer when there's no language on the MP site that suggests that it's targeted.
#1647
Join Date: May 2010
Location: DFW
Programs: American - Platinum Pro, Marriott - Platinum
Posts: 479
when can I churn again?
Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) at Fidelity for nine months from the date on which the reward is received.
Noting above from Fidelity site.
When can I pull money out - 9 months from the deposit date or 9 months from when I received the miles?
And when can I churn again?
Noting above from Fidelity site.
When can I pull money out - 9 months from the deposit date or 9 months from when I received the miles?
And when can I churn again?
#1648
Join Date: May 2004
Programs: AA lifetime platinum, Jet Blue Mosaic
Posts: 438
Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) at Fidelity for nine months from the date on which the reward is received.
Noting above from Fidelity site.
When can I pull money out - 9 months from the deposit date or 9 months from when I received the miles?
And when can I churn again?
Noting above from Fidelity site.
When can I pull money out - 9 months from the deposit date or 9 months from when I received the miles?
And when can I churn again?
12 months from previous registration.
#1649
Join Date: Jun 2012
Location: NY
Posts: 733
I apologize if this question has been asked before.
I used to have large accounts in Fidelity but moved them all elsewhere for various reasons.
I actually want to start building my accounts at Fidelity again, because I like their BillPay service much better than Vanguard (which doesn't have it).
I plan to use the Fidelity account as my investment and cash management account.
So, my question is- if I transfer $100K, but use some of these funds to pay bills, will the entire amount count towards the bonus, or just the net, and how would the net be calculated?
How would periodic deposits and withdrawals affect the eligible balance?
Thanks!
I used to have large accounts in Fidelity but moved them all elsewhere for various reasons.
I actually want to start building my accounts at Fidelity again, because I like their BillPay service much better than Vanguard (which doesn't have it).
I plan to use the Fidelity account as my investment and cash management account.
So, my question is- if I transfer $100K, but use some of these funds to pay bills, will the entire amount count towards the bonus, or just the net, and how would the net be calculated?
How would periodic deposits and withdrawals affect the eligible balance?
Thanks!