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]
#2326
Join Date: Mar 2013
Programs: United, Marriott, Hilton, Starwood
Posts: 27
I received a 4th bonus in 4 years. This time was easy. When I went for my third time, they rep on the phone was reluctant since I had transferred in employer stock for my second bonus but didn't sell that stock. I had to go through a local rep to get the bonus offer approved. The past year, I was more active in trading which appeared to be the key for approving the offer.
#2327
Join Date: Jul 2011
Posts: 50
i did the fidelity AA offer earlier this year, and now i am planning to withdraw my funds out. I got my first 25Kmiles on Feb 5th and the other 25K on feb 26th. according to the terms: Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) at Fidelity for nine months from the date on which the reward is received.
so do I count the nine months from feb 5th or feb 26th?
any1 has any experience?
thanks
so do I count the nine months from feb 5th or feb 26th?
any1 has any experience?
thanks
#2329
Join Date: Feb 2016
Location: New York
Programs: Navy A-4 Skyhawk, B727 FE/FO, S80 FO, B757/767 FO, B737 CA
Posts: 1,342
The fine print says up to 60 days but it's usually much faster than that. For the 2 times we've done this deal, we've usually gotten the miles the first couple of days of the following month. Wife deposited Aug 18th and got the miles on Sep 2nd.
#2330
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
i did the fidelity AA offer earlier this year, and now i am planning to withdraw my funds out. I got my first 25Kmiles on Feb 5th and the other 25K on feb 26th. according to the terms: Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) at Fidelity for nine months from the date on which the reward is received.
so do I count the nine months from feb 5th or feb 26th?
any1 has any experience?
thanks
so do I count the nine months from feb 5th or feb 26th?
any1 has any experience?
thanks
PROMO only allows one per year.
Either $50k=25K FF miles or $100k+50k FF miles.
Unclear why you would get two 25K PROMOs if same account.
If you picked the $100K=50K FF miles it should all transferred same day.
SO if you are in February......wait until Nov 1.
MONTHs......not days....
#2331
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
Possible FIDO has changed the time frame and it's at end of month after completing fund transfer.
Call FIDO @ 800-652-7521
#2332
Join Date: May 2009
Posts: 205
My last I funded $100K at once and the miles credited in three separate transactions of 15K, 10K, and 25K although all on the same day.
#2333
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
If you fund in pieces, I've seen the miles come in pieces. Fund $50K immediately and the other $50K a month later, you might get 25K miles in a couple of weeks and then another 25K miles a month later.
My last I funded $100K at once and the miles credited in three separate transactions of 15K, 10K, and 25K although all on the same day.
My last I funded $100K at once and the miles credited in three separate transactions of 15K, 10K, and 25K although all on the same day.
Always 50K miles post same day. However, after 2 weeks I wait for my 50K to post.
Good thing is I trust FIDO to deliver......it will come.
#2334
Join Date: May 2013
Programs: N/A
Posts: 685
May i ask if you had to close+reopen the account everytime? (get a new account number?)
Thanks!
Just finished my first bonus and want to make sure i take the right steps so i can get my next one
#2335
Join Date: May 2009
Posts: 205
#2336
Join Date: Aug 2003
Location: Seattle, WA. USA
Programs: MR, AA, UA, DL, AVIS and growing
Posts: 1,172
Just move money out after 9 months.
Then reapply for same PROMO one year after you had miles deposited.
Then move money or securities back in.
Glad to report:
Funded my account - Oct 28, 2016
Points arrive at AA - Nov 13
442,956
FIDELITY MILES 11/11/16 -- / -- 15,000 0 15,000
FIDELITY MILES 11/11/16 -- / -- 25,000 0 25,000
FIDELITY MILES 11/11/16 -- / -- 10,000 0 10,000
Thus took 16 days this time as AA didn't update until the 11/13/16. Before it would happen same week.
Last edited by euromannn; Nov 13, 2016 at 9:32 pm
#2337
Join Date: May 2013
Programs: N/A
Posts: 685
NO, do not need to close account.
Just move money out after 9 months.
Then reapply for same PROMO one year after you had miles deposited.
Then move money or securities back in.
Glad to report:
Funded my account - Oct 28, 2016
Points arrive at AA - Nov 13
442,956
FIDELITY MILES 11/11/16 -- / -- 15,000 0 15,000
FIDELITY MILES 11/11/16 -- / -- 25,000 0 25,000
FIDELITY MILES 11/11/16 -- / -- 10,000 0 10,000
Thus took 16 days this time as AA didn't update until the 11/13/16. Before it would happen same week.
Just move money out after 9 months.
Then reapply for same PROMO one year after you had miles deposited.
Then move money or securities back in.
Glad to report:
Funded my account - Oct 28, 2016
Points arrive at AA - Nov 13
442,956
FIDELITY MILES 11/11/16 -- / -- 15,000 0 15,000
FIDELITY MILES 11/11/16 -- / -- 25,000 0 25,000
FIDELITY MILES 11/11/16 -- / -- 10,000 0 10,000
Thus took 16 days this time as AA didn't update until the 11/13/16. Before it would happen same week.
Thanks so much! I had my last bonus app about 12 months ago. I just unfunded into vanguard last week.
As soon as the transfer hits, I will call the fidelity promotion line, ask to confirm if I am eligible, and fund back again?
I know how against the rules is to call about a offer in most cases, so just want to make sure
#2339
Join Date: Jul 2007
Location: Berlin
Programs: BA Gold; Accor Plat; IHG Diamond-Amb; Meliá & HH & Marriott Gold
Posts: 5,450
It seems a touch impatient to say you're "still" waiting for miles just a couple of days after funding your account on a Friday. Check your offer status later in the week -- you'll probably see the miles next weekend.
#2340
Join Date: May 2013
Programs: N/A
Posts: 685
My advice would be to slow down a little and not phone anyone just yet. Look back to see exactly when you received your last bonus: "about 12 months ago" isn't good enough for you to work out when you're likely to be eligible again. Once you know that 12 months are up, try registering for the offer online. If you can't, wait until the next calendar month. Only if you still can't register should you consider calling Fidelity.
It seems a touch impatient to say you're "still" waiting for miles just a couple of days after funding your account on a Friday. Check your offer status later in the week -- you'll probably see the miles next weekend.
It seems a touch impatient to say you're "still" waiting for miles just a couple of days after funding your account on a Friday. Check your offer status later in the week -- you'll probably see the miles next weekend.
Thakns for all your help on this thread!