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]
#1996
Join Date: Feb 2013
Location: Miami, FL
Programs: UA 1MM, AA Plat, Marriott LT Titanium, Hyatt Glob, IHG ♢ Amb, Hilton ♢, Hertz Pres
Posts: 6,018
Makes sense to me as I simply transfer in-kind mutual funds and do no trading. I've never pulled any money out however. But still, they have made $0 from me and I've gotten miles from them for doing this for 3 straight years. Makes sense for them to not offer this to certain non-trading customers. My gripe is with their T&C's which do state in-kind transfers are allowed and do not say trading within the acct is required. Seems bait and switch to me.
#1997
Join Date: Jul 2007
Location: Berlin
Programs: BA Gold; Accor Plat; IHG Diamond-Amb; Meliá & HH & Marriott Gold
Posts: 5,450
Thanks for taking the time to report back.
#1998
Join Date: Mar 2011
Location: NY, NY
Posts: 695
This is the third year that I have used the offer from Fidelity to get United miles, each time going for the full 50,000 miles.
Since applying last year, I have slowly taken out the money to put back into my online savings account (about half in month 3, the rest in month 9).
There was an eleven month wait between applications for the offer (like 49 weeks give-or-take), and I was able to apply online without any human intervention.
P.S. I am not sure if any of these had any bearing on my being able to get a third time without having to wait the full twelve months, but for the sake of completeness I will state that since applying for the offer the last year I had done two trades in my regular account, and about a dozen in my IRA account. I also applied for the Fidelity AMEX card which has been used pretty decently since opening back in January.
Since applying last year, I have slowly taken out the money to put back into my online savings account (about half in month 3, the rest in month 9).
There was an eleven month wait between applications for the offer (like 49 weeks give-or-take), and I was able to apply online without any human intervention.
P.S. I am not sure if any of these had any bearing on my being able to get a third time without having to wait the full twelve months, but for the sake of completeness I will state that since applying for the offer the last year I had done two trades in my regular account, and about a dozen in my IRA account. I also applied for the Fidelity AMEX card which has been used pretty decently since opening back in January.
#2002
Join Date: Apr 2010
Posts: 26
so, forgive the simple (I think) question, i'm the trustee of a trustfund for my children with money available for 9 months (currently sitting in a 1%-ish savings account). Can I open up a fidelity account (i currently have no accounts there) and invest in a cd/money market for a comparable return and of course claim the miles? I don't want to play games but if I can make the same amount for the trust and get miles its a win/win for everyone.
I really don't want to get into stocks with these funds since they need to be more liquid and not subject to large market fluctuations like stocks would have.
thanks!
I really don't want to get into stocks with these funds since they need to be more liquid and not subject to large market fluctuations like stocks would have.
thanks!
#2003
Join Date: Oct 2011
Location: North Carolina
Posts: 613
so, forgive the simple (I think) question, i'm the trustee of a trustfund for my children with money available for 9 months (currently sitting in a 1%-ish savings account). Can I open up a fidelity account (i currently have no accounts there) and invest in a cd/money market for a comparable return and of course claim the miles? I don't want to play games but if I can make the same amount for the trust and get miles its a win/win for everyone.
I really don't want to get into stocks with these funds since they need to be more liquid and not subject to large market fluctuations like stocks would have.
thanks!
I really don't want to get into stocks with these funds since they need to be more liquid and not subject to large market fluctuations like stocks would have.
thanks!
" Promotional Offer Rules:
This offer is valid for new or existing Fidelity customers. In order to receive miles, you must open and fund or deposit net new assets into an eligible joint or individual nonretirement Fidelity Account®. "
"The promotion is not available for the following account types/products: ...trust accounts..."
#2004
Join Date: Apr 2010
Posts: 26
Not likely since it is a trustee account. Ask Fidelity.
" Promotional Offer Rules:
This offer is valid for new or existing Fidelity customers. In order to receive miles, you must open and fund or deposit net new assets into an eligible joint or individual nonretirement Fidelity Account®. "
"The promotion is not available for the following account types/products: ...trust accounts..."
" Promotional Offer Rules:
This offer is valid for new or existing Fidelity customers. In order to receive miles, you must open and fund or deposit net new assets into an eligible joint or individual nonretirement Fidelity Account®. "
"The promotion is not available for the following account types/products: ...trust accounts..."
This is where my knowledge of being a trustee is slim..this is a new deal for me and I wasn't sure if I could just write a check to fidelity from the trust (the current savings account) to invest the money there and return it to the trust when it "matured" in 9 months. Obviously I don't want to break the law (and certainly don't 'want to do anything to screw up money for my kids!) but i'd love the miles. oh well.
I have some extra cash that I personally got as part of the deal that set up the trust fund, I assume fidelity has some money market/cd options that I could use to get the miles with my personal funds.
#2005
Original Member
Join Date: May 1998
Posts: 2,506
so, forgive the simple (I think) question, i'm the trustee of a trustfund for my children with money available for 9 months (currently sitting in a 1%-ish savings account). Can I open up a fidelity account (i currently have no accounts there) and invest in a cd/money market for a comparable return and of course claim the miles? I don't want to play games but if I can make the same amount for the trust and get miles its a win/win for everyone.
I really don't want to get into stocks with these funds since they need to be more liquid and not subject to large market fluctuations like stocks would have.
thanks!
I really don't want to get into stocks with these funds since they need to be more liquid and not subject to large market fluctuations like stocks would have.
thanks!
#2007
Join Date: Mar 2008
Programs: United 1K, HH Diamond, CBP Global Entry
Posts: 732
closing account to avoid clawback?
so due to unforeseen cash flow issues, i may have to withdraw all the fidelity funds before the 9 months are up. my 50k miles are already in United account, but now i fear they will be clawed back.
are there any tricks/strategies to avoid claw back if we must somehow take the money out? does closing the account outright after withdrawing prevent them from doing the clawback?
also, does moving other TIAACREF assets into fidelity count towards keeping an eligible balance?
thanks
are there any tricks/strategies to avoid claw back if we must somehow take the money out? does closing the account outright after withdrawing prevent them from doing the clawback?
also, does moving other TIAACREF assets into fidelity count towards keeping an eligible balance?
thanks
#2009
Join Date: Feb 2011
Location: SAN
Programs: UA Premier Gold, SPG Platinum, Hyatt Platinum, PC Platinum
Posts: 95
Is the United offer no longer available to existing customers? I clicked through the link in Wiki, selected "fund an existing account", then got a message saying unable to sign up for this offer and here is the resaon:
We apologize, but this offer is not available to all Fidelity customers.
I haven't even signed into my account yet. I last did it 15 months ago. Any ideas?
We apologize, but this offer is not available to all Fidelity customers.
I haven't even signed into my account yet. I last did it 15 months ago. Any ideas?
#2010
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,047
Is the United offer no longer available to existing customers? I clicked through the link in Wiki, selected "fund an existing account", then got a message saying unable to sign up for this offer and here is the resaon:
We apologize, but this offer is not available to all Fidelity customers.
I haven't even signed into my account yet. I last did it 15 months ago. Any ideas?
We apologize, but this offer is not available to all Fidelity customers.
I haven't even signed into my account yet. I last did it 15 months ago. Any ideas?
I think someone must have taken a look and flagged accounts this was so as to be ineligible for future bonuses.