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]
#166
Join Date: Apr 2011
Location: LAX
Programs: SPG Gold, HH Gold
Posts: 280
I posted my experience with the Delta and Apple offers in the other (gift card) thread and am posting here because some of you might find it interesting:
http://www.flyertalk.com/forum/s-p-m...l#post18549788
http://www.flyertalk.com/forum/s-p-m...l#post18549788
#167
Join Date: Jan 2000
Location: fort worth, texas
Posts: 946
Well, per the terms I don't think I did-- there was at least 365 days between the sign-up dates, and even on a rolling 12 months, X 2012 is 12 months after X 2011.
Maybe I jumped the gun in terms of they half-a$$ed the coding somehow, but please explain when you think I would have been able to sign-up again.
Thanks.
**EDITED TO ADD: I should have been clearer: I signed up for Delta in mid-April 2011, and the last miles posted 5/2. I essentually was able to piggy-back off the recently completed AA churn, thus the DL miles came quickly since they were apparently giving me credit for the deposits on the AA.
Maybe I jumped the gun in terms of they half-a$$ed the coding somehow, but please explain when you think I would have been able to sign-up again.
Thanks.
**EDITED TO ADD: I should have been clearer: I signed up for Delta in mid-April 2011, and the last miles posted 5/2. I essentually was able to piggy-back off the recently completed AA churn, thus the DL miles came quickly since they were apparently giving me credit for the deposits on the AA.
#168
Join Date: Aug 2011
Programs: many
Posts: 1,437
**EDITED TO ADD: I should have been clearer: I signed up for Delta in mid-April 2011, and the last miles posted 5/2. I essentually was able to piggy-back off the recently completed AA churn, thus the DL miles came quickly since they were apparently giving me credit for the deposits on the AA.
Last edited by pcharles; May 10, 2012 at 11:48 am Reason: still think you're in a tough spot
#169
Join Date: Jan 2000
Location: fort worth, texas
Posts: 946
Yeah, sorry.
My guess is I'll have to call (since I'm fine with meeting the terms), in which case I may get some insight for others when they get to a year as far as when to reapply.
If others get miles first in the meantime, before calling I'm going to try to sign up again for the same promo to see if it goes through a bit later.
One thing not tested is if you "jump the gun" in their system, does that restart the year, or will it let you back in once you clear whatever year they have programmed.
My guess is I'll have to call (since I'm fine with meeting the terms), in which case I may get some insight for others when they get to a year as far as when to reapply.
If others get miles first in the meantime, before calling I'm going to try to sign up again for the same promo to see if it goes through a bit later.
One thing not tested is if you "jump the gun" in their system, does that restart the year, or will it let you back in once you clear whatever year they have programmed.
#170
Join Date: Aug 2011
Programs: many
Posts: 1,437
Yeah, sorry.
My guess is I'll have to call (since I'm fine with meeting the terms), in which case I may get some insight for others when they get to a year as far as when to reapply.
If others get miles first in the meantime, before calling I'm going to try to sign up again for the same promo to see if it goes through a bit later.
One thing not tested is if you "jump the gun" in their system, does that restart the year, or will it let you back in once you clear whatever year they have programmed.
My guess is I'll have to call (since I'm fine with meeting the terms), in which case I may get some insight for others when they get to a year as far as when to reapply.
If others get miles first in the meantime, before calling I'm going to try to sign up again for the same promo to see if it goes through a bit later.
One thing not tested is if you "jump the gun" in their system, does that restart the year, or will it let you back in once you clear whatever year they have programmed.
#171
Join Date: Aug 2010
Posts: 146
So I am guessing this is a new thing with this year that it didn't work.
Can I still do the Apple offer or will I be rejected?
Thanks
Can I still do the Apple offer or will I be rejected?
Thanks
Originally Posted by joogle
I did the UA offer but then signed up for Delta and got the following email:
"Our records indicate that you are not currently eligible for this offer because you selected a type of account that is not eligible to receive this offer."
Any advice?
"Our records indicate that you are not currently eligible for this offer because you selected a type of account that is not eligible to receive this offer."
Any advice?
#172
Join Date: May 2011
Location: ORD
Posts: 208
#173
Join Date: Aug 2011
Programs: many
Posts: 1,437
...except for the lost interest on the money you didn't earn if it doesn't stick, if that amount matters to you. An average loss of $75 of interest on the upper end depending how you play it out. If you are not going for the $150 gc or higher, I see this promo as a waist of energy and money, but everyone has their own priorities.
#174
Join Date: May 2004
Programs: AA lifetime platinum, Jet Blue Mosaic
Posts: 438
FIDO seems to be using a generic rejection letter, regardless of reason for rejection.
"Unfortunately, our records indicate that you are not currently eligible for this offer because you selected a type of account that is not eligible to receive the offer"
When I called Fido to question the rejection I was told the "computer" had flagged the application because we received mileage credit in 2006
The representative could not explain why the computer rejected the appliction
"Unfortunately, our records indicate that you are not currently eligible for this offer because you selected a type of account that is not eligible to receive the offer"
When I called Fido to question the rejection I was told the "computer" had flagged the application because we received mileage credit in 2006
The representative could not explain why the computer rejected the appliction
#176
Join Date: Dec 2010
Posts: 1,310
#177
Join Date: Apr 2012
Posts: 198
Does anyone have any experience with the following situation? (My apologies in advance if this has been covered, but I haven't seen it):
I have an individual Fidelity account in my name, and a joint account with my wife. Earlier this year I got an exemption and took advantage of the AA/Delta/Apple offers. Was planning to do the same triple dip in my wife's name, but with the new rules will now only do an AA/Apple double dip (at least I no longer have to go through customer service to get an exemption).
My question is -- do you think I can run my wife's funding through the joint account, or will that be considered an ineligible account since it also has my name on it? I'd rather avoid the step of opening a new account in her individual name, but I guess I'll do it if I have to.
I have an individual Fidelity account in my name, and a joint account with my wife. Earlier this year I got an exemption and took advantage of the AA/Delta/Apple offers. Was planning to do the same triple dip in my wife's name, but with the new rules will now only do an AA/Apple double dip (at least I no longer have to go through customer service to get an exemption).
My question is -- do you think I can run my wife's funding through the joint account, or will that be considered an ineligible account since it also has my name on it? I'd rather avoid the step of opening a new account in her individual name, but I guess I'll do it if I have to.
#179
Join Date: Apr 2011
Posts: 97
My question is -- do you think I can run my wife's funding through the joint account, or will that be considered an ineligible account since it also has my name on it? I'd rather avoid the step of opening a new account in her individual name, but I guess I'll do it if I have to.
#180
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,047