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]
#2387
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
#2388
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
http://www.doctorofcredit.com/fideli...erage-bonuses/
Crossing my fingers that this is not true. As DoC says, could just be a misinformed banker and that is just the current ending (before they extend it again.)
Crossing my fingers that this is not true. As DoC says, could just be a misinformed banker and that is just the current ending (before they extend it again.)
#2389
Join Date: Feb 2003
Location: SFO or OAK
Programs: AA 1MM GLD, Hertz #1 Gold, bunch of other programs w/no status
Posts: 1,454
http://www.doctorofcredit.com/fideli...erage-bonuses/
Crossing my fingers that this is not true. As DoC says, could just be a misinformed banker and that is just the current ending (before they extend it again.)
Crossing my fingers that this is not true. As DoC says, could just be a misinformed banker and that is just the current ending (before they extend it again.)
#2390
Original Member
Join Date: May 1998
Posts: 2,506
It appears this opportunity will end March 31 of this year. All deadlines listed on the offers have been changed to this date from much later dates that were different from each other. True, Fidelity does have a habit of extending deadlines at the last minute, but they have never before shortened a deadline, let alone to the same date.
Last edited by pgary; Mar 19, 2017 at 2:54 pm
#2392
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
I just saw a second blogger announce the same thing and what seems to be the convincing argument for them is that the offer had an expiration later in the year that got moved up to March...they've never done that before.
#2393
Join Date: Sep 2000
Location: NYC, USA
Posts: 205
#2394
Join Date: Mar 2010
Location: mountains of western NC
Programs: Life, Love and Laughter
Posts: 8,539
If this is the end of these Fidelity offers, it's been quite a run. I just did a FlyerTalk search and found threads describing offers back in 2004. I doubt there are any offers that have lasted 13 years like this one.
Fidelity has given me a lot of miles without my ever spending a penny. It's been a great one.
Fidelity has given me a lot of miles without my ever spending a penny. It's been a great one.
#2396
Join Date: Feb 2003
Location: SFO or OAK
Programs: AA 1MM GLD, Hertz #1 Gold, bunch of other programs w/no status
Posts: 1,454
I was on the phone with them again and was informed that the offer is ending March 31st (despite my earlier post). Looks like I will just slip in under the wire as they told me to call March 30th to activate the offer as my 12 mo rolling window ends then.
#2397
Join Date: Oct 2006
Posts: 433
I last did this opening on 3/18/16 so I got the rolling 12 months to reapply.
I always lived by the suggested rule of taking the monies out and waiting 3 months to reapply since I only took the monies out on 2/2/17 I am wondering if I signed up for the offer now but did not fund it till 5/2 which is within the allotted 60 days if they will still honor it since :
1. The offer would of already expired
2. The monies would only of been withdrawn for 49 days when I reapplied.
Any thoughts ?
I always lived by the suggested rule of taking the monies out and waiting 3 months to reapply since I only took the monies out on 2/2/17 I am wondering if I signed up for the offer now but did not fund it till 5/2 which is within the allotted 60 days if they will still honor it since :
1. The offer would of already expired
2. The monies would only of been withdrawn for 49 days when I reapplied.
Any thoughts ?
#2398
Community Director Emerita
Join Date: Oct 2000
Location: Anywhere warm
Posts: 33,755
I last did this opening on 3/18/16 so I got the rolling 12 months to reapply.
I always lived by the suggested rule of taking the monies out and waiting 3 months to reapply since I only took the monies out on 2/2/17 I am wondering if I signed up for the offer now but did not fund it till 5/2 which is within the allotted 60 days if they will still honor it since :
1. The offer would of already expired
2. The monies would only of been withdrawn for 49 days when I reapplied.
Any thoughts ?
I always lived by the suggested rule of taking the monies out and waiting 3 months to reapply since I only took the monies out on 2/2/17 I am wondering if I signed up for the offer now but did not fund it till 5/2 which is within the allotted 60 days if they will still honor it since :
1. The offer would of already expired
2. The monies would only of been withdrawn for 49 days when I reapplied.
Any thoughts ?
#2399
Join Date: Oct 2006
Posts: 433
1. I opened the account on 3/2/16 so I tried the link and got the message that I already had the offer and am within the 12 month rolling period.
2. I called Fidelity and rep said rolling 12 month period starts when miles post not when account is opened. Rep also confirmed promo ends 3/31/17.
3. Rep went extra mile in trying to open the account by contacting supervisor for an exception since offer is ending.
4. Rep successful in getting an exception and opened the account.
5. Rep also advised me that though offer will expire 3/31 I would still have the 60 day window till May 22 to fund the account.
6. THANK YOU FLYERTALK FOR THE BIG HEADS UP ON THIS
I OWE THIS BOARD MORE THAN I COULD EVER REPAY
HOPE THIS INFO HELPS SOMEONE ELSE.
2. I called Fidelity and rep said rolling 12 month period starts when miles post not when account is opened. Rep also confirmed promo ends 3/31/17.
3. Rep went extra mile in trying to open the account by contacting supervisor for an exception since offer is ending.
4. Rep successful in getting an exception and opened the account.
5. Rep also advised me that though offer will expire 3/31 I would still have the 60 day window till May 22 to fund the account.
6. THANK YOU FLYERTALK FOR THE BIG HEADS UP ON THIS
I OWE THIS BOARD MORE THAN I COULD EVER REPAY
HOPE THIS INFO HELPS SOMEONE ELSE.
#2400
FlyerTalk Evangelist
Join Date: Feb 2003
Posts: 10,232
1. I opened the account on 3/2/16 so I tried the link and got the message that I already had the offer and am within the 12 month rolling period.
2. I called Fidelity and rep said rolling 12 month period starts when miles post not when account is opened. Rep also confirmed promo ends 3/31/17.
3. Rep went extra mile in trying to open the account by contacting supervisor for an exception since offer is ending.
4. Rep successful in getting an exception and opened the account.
5. Rep also advised me that though offer will expire 3/31 I would still have the 60 day window till May 22 to fund the account.
2. I called Fidelity and rep said rolling 12 month period starts when miles post not when account is opened. Rep also confirmed promo ends 3/31/17.
3. Rep went extra mile in trying to open the account by contacting supervisor for an exception since offer is ending.
4. Rep successful in getting an exception and opened the account.
5. Rep also advised me that though offer will expire 3/31 I would still have the 60 day window till May 22 to fund the account.