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]
#2086
Join Date: Jul 2007
Location: Berlin
Programs: BA Gold; Accor Plat; IHG Diamond-Amb; Meliá & HH & Marriott Gold
Posts: 5,450
It can also be done by two people adding funds/securities to a joint account. It's probably best not to both do it at the same time. When we did it we also made a point of having transfers initiated by the person who was currently registered for the offer.
#2087
Join Date: Aug 2012
Location: BOS/MHT/PVD/BDL
Programs: Belong to Many but No Longer Loyal to Any
Posts: 880
Well, as I adhered to all the T&C's, leaving my securities in for over 18 months but am not eligible for the offer again, I'm thinking of transferring the assets out and closing my account. As an existing TD Ameritrade customer, they are offering some funding bonuses.
Any down side in closing my account? Any data points of people closing accounts and then coming back and getting the offer on a new account some time down the road...like maybe a year?
Any down side in closing my account? Any data points of people closing accounts and then coming back and getting the offer on a new account some time down the road...like maybe a year?
#2091
Join Date: Jul 2007
Location: Berlin
Programs: BA Gold; Accor Plat; IHG Diamond-Amb; Meliá & HH & Marriott Gold
Posts: 5,450
#2092
Join Date: Dec 2010
Posts: 1,310
I'm thinking of transferring my holdings from my Etrade brokerage account to Fidelity and keeping it for 9 months, getting the miles, then transferring it to Vanguard for 4 months before going back to Fidelity for another 9 months and a bunch of miles. Any pitfalls to this strategy? Any reason NOT to do it?
#2093
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,047
That did not refer to the idea of getting this offer twice (or more).
#2094
Join Date: Jul 2007
Location: Berlin
Programs: BA Gold; Accor Plat; IHG Diamond-Amb; Meliá & HH & Marriott Gold
Posts: 5,450
I don't believe that's possible any more.
#2095
Join Date: Jun 2009
Posts: 2,135
Opening account troubles
folks - fidelity didn't allow me to add my chase bank info online even though everything was accurate. After the process was almost done, a pop-up showed me that I cannot do this online and got me to print a few forms and I have to get a medallion signature. Has anybody seen this before and how do I get one?
Thx
Thx
#2096
Join Date: Sep 2009
Programs: Far too many
Posts: 315
1) There is usually at least some glitch in the transfer process that ends up taking more time and effort than expected.
2) Transfer-out fees from brokerages--typically $75/account.
3) Keeping track of your investments: if you change brokerages, information that depends on recordkeeping over time, like performance and cost basis, can get lost.
Last edited by travel light; Feb 16, 2015 at 9:38 pm Reason: add info
#2097
Join Date: Aug 2004
Location: Kamuela, Hawaii
Programs: Marriott Titanium, Hilton Diamond, AA Plat, UA Silver, AS MVP, HA premier
Posts: 509
Three:
1) There is usually at least some glitch in the transfer process that ends up taking more time and effort than expected.
2) Transfer-out fees from brokerages--typically $75/account.
3) Keeping track of your investments: if you change brokerages, information that depends on recordkeeping over time, like performance and cost basis, can get lost.
1) There is usually at least some glitch in the transfer process that ends up taking more time and effort than expected.
2) Transfer-out fees from brokerages--typically $75/account.
3) Keeping track of your investments: if you change brokerages, information that depends on recordkeeping over time, like performance and cost basis, can get lost.
#2098
Original Member
Join Date: May 1998
Location: Sunnyvale, CA
Posts: 120
Fidelity's is violating their own T+C's by denying repeat bonuses.
Fidelity is violating their own terms and conditions by arbitrarily denying repeat bonuses to some existing customers. The T's & C's say customers are eligible once every 12 months. I received the UA 50,000 mile bonus in October 2013 (and followed all the funding rules; did not make early withdrawals). I called in December 2014 (14 months later) and was told I was not eligible for another bonus. When I asked why, the account rep told me "we put your account info into an app provided by Marketing; it says you're not eligible". When I asked specifically what criteria Marketing uses to determine eligibility, they refused to answer, and refused to connect me to anyone in Marketing who could provide the information. So, like Delta, Fidelity now believes that "an uninformed customer is the best customer". For the first time, I'm seriously thinking of taking my brokerage business somewhere else (the clear violation of their own T+C's and refusal to share the criteria with me are much more serious offenses than the fact that I can't get another 50,000 mile bonus from them). SHAME ON YOU, FIDELITY!!
#2099
Join Date: Nov 2010
Location: san diego, ca
Programs: aa
Posts: 7
Fidelity is violating their own terms and conditions by arbitrarily denying repeat bonuses to some existing customers. The T's & C's say customers are eligible once every 12 months. I received the UA 50,000 mile bonus in October 2013 (and followed all the funding rules; did not make early withdrawals). I called in December 2014 (14 months later) and was told I was not eligible for another bonus. When I asked why, the account rep told me "we put your account info into an app provided by Marketing; it says you're not eligible". When I asked specifically what criteria Marketing uses to determine eligibility, they refused to answer, and refused to connect me to anyone in Marketing who could provide the information. So, like Delta, Fidelity now believes that "an uninformed customer is the best customer". For the first time, I'm seriously thinking of taking my brokerage business somewhere else (the clear violation of their own T+C's and refusal to share the criteria with me are much more serious offenses than the fact that I can't get another 50,000 mile bonus from them). SHAME ON YOU, FIDELITY!!
#2100
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,047
I feel that the smart money is already at Vanguard, and only visits Fidelity for a nine month vacation.