Originally Posted by
pchen0
Hope someone with similar situation can help me out.
I have had a Fidelity Account a long long time ago (over 10 years) and at that time, it was only available as a mutual fund account.
I would like to get AA miles for opening an account. The rep from Fidelity/AA promotion section says that I do not qualify because I already have a Fidelity account but I called the regular Fidelity Rep and was told that my Fidelity is a mutual fund only account and not a brokerage account. This will mean that I should qualify for the promotion since the promotion is for a new Fidelity brokerage account.
I have read from some other thread that I can also open a Joint Account and that will be considered new to Fidelity account and get the miles (my current account is individual and NOT joint).
Can someone help....
IME, Fidelity is Fidelity - and since the brokerage/promotions dept is the one that generally approves the account/issues (or authorizes) the award, you're probably ineligible for the promo.