I'm an existing Fidelity brokerage account customer, and just completed a rather frustrating IM chat session with a CSR (rather than a phone call; I wanted to be able to print out the answers). The link for the Delta promotion (good until 2/14/11) that includes existing customers who add new money (https://scs.fidelity.com/other/offer...on_delta.shtml) includes an enrollment form that requests SSN but not an existing account number. Completion of registration for the promotion results in an automated email with a link to forms to open a NEW account, but no info on how to make sure an EXISTING account is eligible and enrolled in the promotion.

I was assured that existing customers are included in this promotion and that my MMA account was eligible.

After a roundabout discussion with CS, this is the information I received: (1) No email will be sent confirming your enrollment of an existing account in this promotion; (2) it will take one day (after 4 a.m. following day) for your enrollment to be processed; and (3) after that time you can verify your eligibility only by calling 800-544-6666 (and most likely be given the same 30 minute runaround that I just went through) OR by IM'g through Fidelity's online chat session (make sure and print out everything that's said).

The promotion is apparently tracked by SSN, not account number. One promotion per household, and I was asked specific questions from info on my credit report -- employer, who the CSR named, for example -- so I'm pretty sure I can't enroll my husband too.