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]
#2251
Join Date: Aug 2011
Programs: AA, UAL
Posts: 545
Cheers!
#2254
Join Date: Feb 2012
Posts: 599
I have a couple of logistical questions about moving money into Fidelity.
For context, I have a cash checking account with Fidelity, and it says I'm eligible for this offer under this checking account. In parallel, I have $100k invested in Vanguard.com in their vanguard index funds.
So what exactly is the process to move this money to Fidelity (do I first sell shared in Vanguard and have them parked in some other checking account before transferring them to Fidelity or can this be done directly), and more importantly, I would like to keep the money invested in similar Fidelity index funds. I'm assuming that is possible and I don't have to keep money sitting in my fidelity checking account, yes?
Or do people just transfer uninvested monies from other checking accounts?
For context, I have a cash checking account with Fidelity, and it says I'm eligible for this offer under this checking account. In parallel, I have $100k invested in Vanguard.com in their vanguard index funds.
So what exactly is the process to move this money to Fidelity (do I first sell shared in Vanguard and have them parked in some other checking account before transferring them to Fidelity or can this be done directly), and more importantly, I would like to keep the money invested in similar Fidelity index funds. I'm assuming that is possible and I don't have to keep money sitting in my fidelity checking account, yes?
Or do people just transfer uninvested monies from other checking accounts?
#2255
Join Date: Mar 2016
Posts: 26
I have a couple of logistical questions about moving money into Fidelity.
For context, I have a cash checking account with Fidelity, and it says I'm eligible for this offer under this checking account. In parallel, I have $100k invested in Vanguard.com in their vanguard index funds.
So what exactly is the process to move this money to Fidelity (do I first sell shared in Vanguard and have them parked in some other checking account before transferring them to Fidelity or can this be done directly), and more importantly, I would like to keep the money invested in similar Fidelity index funds. I'm assuming that is possible and I don't have to keep money sitting in my fidelity checking account, yes?
Or do people just transfer uninvested monies from other checking accounts?
For context, I have a cash checking account with Fidelity, and it says I'm eligible for this offer under this checking account. In parallel, I have $100k invested in Vanguard.com in their vanguard index funds.
So what exactly is the process to move this money to Fidelity (do I first sell shared in Vanguard and have them parked in some other checking account before transferring them to Fidelity or can this be done directly), and more importantly, I would like to keep the money invested in similar Fidelity index funds. I'm assuming that is possible and I don't have to keep money sitting in my fidelity checking account, yes?
Or do people just transfer uninvested monies from other checking accounts?
#2256
Join Date: Aug 2004
Location: Kamuela, Hawaii
Programs: Marriott Titanium, Hilton Diamond, AA Plat, UA Silver, AS MVP, HA premier
Posts: 509
This question is answered up-thread, but I'll be a broken record and repeat. You DO NOT want to sell your vanguard shares if you would recognize a capital gain. You can simply transfer them to fidelity. Fidelity has a form for a partial account transfer to move the shares your new account there. The worst case is that they'll convert them to a slightly more expensive class of vanguard share. If that happens, you can go back to the lowest cost share class once you've left them in fidelity long enough to meet holding period requirement for the miles bonus.
#2257
Join Date: Aug 2015
Posts: 138
Maybe this has been answered but...
After I deposit the $100K, get the miles, leave it for 9 months, move the money out, wait until 12 months have passed, need to close the brokerage account and open up a new one in Fidelity to get the bonus again? Or can/should I keep that brokerage account open?
If I depotsit $200K, can I get the bonus for one airline (such as American) and another (like Delta)?
After I deposit the $100K, get the miles, leave it for 9 months, move the money out, wait until 12 months have passed, need to close the brokerage account and open up a new one in Fidelity to get the bonus again? Or can/should I keep that brokerage account open?
If I depotsit $200K, can I get the bonus for one airline (such as American) and another (like Delta)?
#2261
Join Date: Aug 2012
Location: BOS/MHT/PVD/BDL
Programs: Belong to Many but No Longer Loyal to Any
Posts: 880
#2262
Join Date: Aug 2015
Posts: 138
3 months should be good right? If I pull the money out at the 9 month timeframe or 10 month, wait until month 12 then re-apply for the bonus and re-deposit that should be plenty of time?
#2263
FlyerTalk Evangelist, Ambassador: World of Hyatt
Join Date: Jul 2001
Location: NJ
Programs: Hyatt Globalist, Fairmont Lifetime Plat, UA Silver, dirt elsewhere
Posts: 46,919
#2264
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
Maybe this has been answered but...
After I deposit the $100K, get the miles, leave it for 9 months, move the money out, wait until 12 months have passed, need to close the brokerage account and open up a new one in Fidelity to get the bonus again? Or can/should I keep that brokerage account open?
If I depotsit $200K, can I get the bonus for one airline (such as American) and another (like Delta)?
After I deposit the $100K, get the miles, leave it for 9 months, move the money out, wait until 12 months have passed, need to close the brokerage account and open up a new one in Fidelity to get the bonus again? Or can/should I keep that brokerage account open?
If I depotsit $200K, can I get the bonus for one airline (such as American) and another (like Delta)?
Correct - every 12 month period you're eligible for ONE Fidelity promotional offer. You can switch airlines that eligible so AA, DL, and UA are still availble.
No need to close account. Suggest move money out after 9 months.......then add NEW money at start of 12 month mark.
I will do this for my 5th time in late August.
#2265
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
Fidelity --> AA takes less than 2 weeks from the time you meet Fidelity deposits criteria. Funds must settle in FIDO first.
FIDO is extremely fast in transferring the AA miles and AA I think posts with 3 working days for the FIDO mile transfer.