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Old May 21, 14, 9:08 am   -   Wikipost
FlyerTalk Forums Thread Wiki: Fidelity Bonus offers for airline miles & hotel points ONLY
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Last edit by: onthego15
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.

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.

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Old Aug 25, 12, 11:01 pm   #586
 
Join Date: Aug 2012
Programs: AAdventage
Posts: 1
Is there possible to get two bonuses (say for AA and the other for DL) with one deposit? And if yes - how this can be done?
Also, since I got 50K bonus for AA in June this year, can I apply for UA and/or DL before 12 months is up? My original plan was to keep money for 6 months, then move them out and apply for UA and/or DL promotion (as it is different product then AA), but now I think my assumption was not right, isn't it? Thank you. Any input will be appreciated.
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Old Aug 25, 12, 11:47 pm   #587
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Join Date: Jul 2003
Location: Florida
Posts: 18,379
Quote:
Originally Posted by Liketofly46 View Post
Is there possible to get two bonuses (say for AA and the other for DL) with one deposit? And if yes - how this can be done?
Also, since I got 50K bonus for AA in June this year, can I apply for UA and/or DL before 12 months is up?
My original plan was to keep money for 6 months, then move them out and apply for UA and/or DL promotion (as it is different product then AA), but now I think my assumption was not right, isn't it? Thank you. Any input will be appreciated.
The answers are in Post No.1 which is kept updated - they are clearly a NO to each of your questions. It seems you already know your answers.
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Old Aug 26, 12, 11:11 am   #588
 
Join Date: Dec 2006
Posts: 215
Quote:
Originally Posted by Liketofly46 View Post
Is there possible to get two bonuses (say for AA and the other for DL) with one deposit? And if yes - how this can be done?
Also, since I got 50K bonus for AA in June this year, can I apply for UA and/or DL before 12 months is up? My original plan was to keep money for 6 months, then move them out and apply for UA and/or DL promotion (as it is different product then AA), but now I think my assumption was not right, isn't it? Thank you. Any input will be appreciated.
The Points Guy Claimed he was able to get 100K miles from Fidelity last December HERE, but I don't know anyone else who was able to pull that off. While that post is less than a year old, all of the transfer partners he discussed stopped offering miles for deposits. I sure hope we don't lose Fidelity.
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Old Aug 26, 12, 12:22 pm   #589
 
Join Date: Dec 2000
Location: south of WAS DC
Posts: 9,446
i thought this was a UA only promo. i don't want to get my miles thrown away on dl or aa ff programs. as soon as the miles hit, i plan to book iad-jnb.
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Old Aug 27, 12, 12:54 am   #590
 
Join Date: Oct 2006
Location: SFO
Programs: SPG Gold, Hilton Gold
Posts: 278
Quote:
Originally Posted by JoeJetplane View Post
The Points Guy Claimed he was able to get 100K miles from Fidelity last December HERE, but I don't know anyone else who was able to pull that off. While that post is less than a year old, all of the transfer partners he discussed stopped offering miles for deposits. I sure hope we don't lose Fidelity.
i too got 50K UA and 50K DL, last year this was really easy to do and many people did it. seems like the TOS have been updated since then though.
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Old Aug 30, 12, 10:30 am   #591
 
Join Date: May 2004
Programs: aa lifetime platinum
Posts: 433
I am totally astounded that the mileage hackers have not found a way to double and triple dip or otherwise scam this program. I am truly disappointed in their lack of imagination.
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Old Aug 30, 12, 10:46 am   #592
 
Join Date: Jul 2003
Location: WAS/ Silver Spring, MD,USA
Programs: UA/AA
Posts: 653
They already did and Fidelity finally put an end to this outrageous conduct.
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Old Aug 30, 12, 10:54 am   #593
 
Join Date: Aug 2011
Programs: many
Posts: 1,212
Quote:
Originally Posted by kayjay View Post
I am totally astounded that the mileage hackers have not found a way to double and triple dip or otherwise scam this program. I am truly disappointed in their lack of imagination.
Not only triple dip last year, but $1000 in apple gift cards on top of it! You are way late to the party.

Quote:
Originally Posted by Paiteaw View Post
They already did and Fidelity finally put an end to this outrageous conduct.
Outrageous indeed
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Old Aug 30, 12, 6:58 pm   #594
 
Join Date: May 2004
Programs: aa lifetime platinum
Posts: 433
Quote:
Originally Posted by pcharles View Post
Not only triple dip last year, but $1000 in apple gift cards on top of it! You are way late to the party.



Outrageous indeed
Not interested in what you claim to have done last year. Interested in what you are proposing today.
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Old Aug 31, 12, 4:58 am   #595
 
Join Date: Jul 2009
Posts: 40
anyone open an account recently? How long did it take for the miles to hit? TIA
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Old Aug 31, 12, 6:55 am   #596
 
Join Date: Aug 2011
Programs: many
Posts: 1,212
Quote:
Originally Posted by kayjay View Post
Not interested in what you claim to have done last year. Interested in what you are proposing today.
Biding a little more time past the 12month so I can try for another round.
If you have a lot of disposable cash, fido has a built in multiplier with an nth degree limitation.

But no sense going into that with you, you'll just have to do the work.
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Old Aug 31, 12, 8:58 am   #597
 
Join Date: Dec 2000
Location: south of WAS DC
Posts: 9,446
Quote:
Originally Posted by Unitedsux View Post
anyone open an account recently? How long did it take for the miles to hit? TIA
i opend my account on7/25(probably earlier, but that is the date of record). took them about 3 weeks to transfer funds(sept 15). no miles yet.

opened wife's account on 8/1. took them 3 weeks to get the fund transfer straight. no miles. i would suggest you watch your money closely that is at fidelity. their level of incompetence is of trophy class.
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Old Aug 31, 12, 9:04 pm   #598
 
Join Date: Aug 2012
Posts: 11
Quote:
Originally Posted by Unitedsux View Post
anyone open an account recently? How long did it take for the miles to hit? TIA

Account opened 8/11, all funds deposited by 8/16 (EFT from bank, not broker to broker transfer), UA miles received 8/27.
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Old Aug 31, 12, 9:48 pm   #599
 
Join Date: Jul 2003
Location: WAS/ Silver Spring, MD,USA
Programs: UA/AA
Posts: 653
Quote:
Originally Posted by pcharles View Post
Biding a little more time past the 12month so I can try for another round.
If you have a lot of disposable cash, fido has a built in multiplier with an nth degree limitation.

.
No problem with being patient but what the heck is that supposed to mean ?
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Old Sep 1, 12, 7:12 am   #600
 
Join Date: Dec 2002
Location: Eden Prairie, MN, USA
Posts: 184
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Originally Posted by Paiteaw View Post
No problem with being patient but what the heck is that supposed to mean ?
What he said!
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