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]
#2117
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
#2119
Join Date: Nov 2009
Location: ORD/PSP
Programs: AA LT Plat, 6.0 MM, Marriott LT Platinum
Posts: 1,002
Thank you for this info as I am finally getting ready to do this next week . So, if I understand this correctly, this answers my question :
So, just to spell it out (sorry, been a very long week here dealing with paperwork on mother's estate ), the correct steps are:
open 1st joint account under my SSN with UA number (UA offer good til 4/30/15), fund it, get miles posted, then open 2nd joint account under spouse's SSN with his AA account info (offer good til 9/30/15).
So, just to spell it out (sorry, been a very long week here dealing with paperwork on mother's estate ), the correct steps are:
open 1st joint account under my SSN with UA number (UA offer good til 4/30/15), fund it, get miles posted, then open 2nd joint account under spouse's SSN with his AA account info (offer good til 9/30/15).
Last edited by siankaan1; Mar 21, 2015 at 4:23 pm
#2120
Join Date: Nov 2009
Location: ORD/PSP
Programs: AA LT Plat, 6.0 MM, Marriott LT Platinum
Posts: 1,002
#2121
Join Date: May 2011
Posts: 89
And thanks for your condolences. She was 95, almost never sick lived on her own on her own terms. Heart just gave out one day. We should all have such a fortunate life. I got my travel gene from her - and I hope I got the good health, long life ones as well.
#2122
FlyerTalk Evangelist
Join Date: Aug 2002
Location: Intermountain West
Programs: Too many to list
Posts: 12,089
#2123
Join Date: Nov 2009
Location: ORD/PSP
Programs: AA LT Plat, 6.0 MM, Marriott LT Platinum
Posts: 1,002
OT, but the beneficiary still has to prove death of the owner to whoever is holding the assets.
Mostly I think this comes down to how you feel about a joint account with your spouse. If you don't trust him/her, then Transfer on Death is the way to go...unless you really distrust them.
Mostly I think this comes down to how you feel about a joint account with your spouse. If you don't trust him/her, then Transfer on Death is the way to go...unless you really distrust them.
#2125
Join Date: Nov 2000
Location: Lincoln, CA
Programs: HHonors/Marriott/Starwood/SWA Rapid Rewards
Posts: 240
Fidelity Bonus offers
OMG..thanks so much for writing about this. I was just about to rollover my workplace 401k into fidelity and hadn't thought about a bonus. Whew! I actually may go for the $300 cash for 100k rollover. the site for this is:
www.fidelity.com/cashrewards
but the miles are tempting too. hmmm I shall ponder..
I never would have got any bonus without your recent posts on this. I'm getting back in the miles/points game after a breather now that my daughter moved to Guam from CA.
www.fidelity.com/cashrewards
but the miles are tempting too. hmmm I shall ponder..
I never would have got any bonus without your recent posts on this. I'm getting back in the miles/points game after a breather now that my daughter moved to Guam from CA.
#2126
Join Date: Oct 2011
Location: North Carolina
Posts: 613
OMG..thanks so much for writing about this. I was just about to rollover my workplace 401k into fidelity and hadn't thought about a bonus. Whew! I actually may go for the $300 cash for 100k rollover. the site for this is:
www.fidelity.com/cashrewards
but the miles are tempting too. hmmm I shall ponder..
I never would have got any bonus without your recent posts on this. I'm getting back in the miles/points game after a breather now that my daughter moved to Guam from CA.
www.fidelity.com/cashrewards
but the miles are tempting too. hmmm I shall ponder..
I never would have got any bonus without your recent posts on this. I'm getting back in the miles/points game after a breather now that my daughter moved to Guam from CA.
#2127
Join Date: Sep 2006
Location: SFO
Programs: BA Avios, UA MP, AA, Choice, Club Carlson
Posts: 1,096
OMG..thanks so much for writing about this. I was just about to rollover my workplace 401k into fidelity and hadn't thought about a bonus. Whew! I actually may go for the $300 cash for 100k rollover. the site for this is:
www.fidelity.com/cashrewards
but the miles are tempting too. hmmm I shall ponder..
I never would have got any bonus without your recent posts on this. I'm getting back in the miles/points game after a breather now that my daughter moved to Guam from CA.
www.fidelity.com/cashrewards
but the miles are tempting too. hmmm I shall ponder..
I never would have got any bonus without your recent posts on this. I'm getting back in the miles/points game after a breather now that my daughter moved to Guam from CA.
#2128
Join Date: Oct 2012
Location: SFO
Programs: Hyatt Glob; AA ExPlat; Hilton Diamond
Posts: 317
Anyone with experience with withdrawing a portion of the $100k prior to the 9 months? Do I risk getting blacklisted?
Account Opened 2/25
100K deposited 2/27
Miles Posted 3/9
Planning on withdrawing 50K on 4/25
Account Opened 2/25
100K deposited 2/27
Miles Posted 3/9
Planning on withdrawing 50K on 4/25
#2129
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,047
#2130
Join Date: Mar 2011
Location: BDL, JFK
Posts: 658
As I have reported before, I've done this 4 times, most recently with a December deposit and no claw back or blacklist. I also wait 15 months before trying again. Of course YMMV.