Originally Posted by
dsssp
newbie.. are you a ' new account holder' with Fidelity for the purpose of getting the AA promo even if you already have a 401 retirement account thru Fidelity.. or in this case one can only apply for the promos extended to 'existing account holders' ie DL or MR ?
To my understanding (others can correct this); new customer - non retirement brokerage account required for AA/UA promo and since you have a retirement account, like does not pass for you.
As an existing customer - you will likely have success for the DL or MR promo but will have to fund into a non-retirement account.
In addition to the promos, I actually plan to set up a fidelity retirement account to rollover some positions after the non-retire promo dust settles. Hopefully they might have a retire account promo for existing customers then
