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]
#256
Join Date: Dec 2010
Posts: 1,310
#257
Join Date: May 2011
Location: ORD
Posts: 208
Cycling still works fine, pulling money out is no problem, the only thing that changed is double-dipping, but everyone started getting paranoid from then on out and every time somebody messed up or ran into any issue and posted it on here the cynical people shouted "dead dead" - no it's not dead.
#258
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,793
just off the phone with Fidelity CS, and I am being told that you can double the mileage offer if you have a joint account with them, which means that you do not need one account for you, one account for your spouse. just ONE joint account, therefore, moving in $200,000 will get you 100K miles (50K X 2) in one single joint account.
Knowing how Fido works, I would be a believer until bonuses ACTUALLY are posted.
#259
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,793
That was the exact answer I got a few months ago when I got an exception from the Executive Team.
#260
Join Date: Mar 2012
Location: San Diego, CA
Posts: 25
Alright.. I am no longer waiting. I don't think my UA miles will post. Here's the data:
4/24 opened Fidelity account for 1st time ever with UA promotion +$25K
4/25 +$25K
5/3 -$50K
5/7 +$50K
5/10 -$50K
5/15 applied apple promo
5/16 +$50K
5/23 -$50K
The UA miles never posted. I didn't want to keep waiting for applied for apple promo to see if that would go through. We'll see in 2 weeks..
4/24 opened Fidelity account for 1st time ever with UA promotion +$25K
4/25 +$25K
5/3 -$50K
5/7 +$50K
5/10 -$50K
5/15 applied apple promo
5/16 +$50K
5/23 -$50K
The UA miles never posted. I didn't want to keep waiting for applied for apple promo to see if that would go through. We'll see in 2 weeks..
#262
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,060
#264
FlyerTalk Evangelist
Original Poster
Join Date: Jul 2006
Location: Upper Sternistan
Posts: 10,060
OK - so you mean in all of the discussion of cycling and whether or not that still works, if this poster kept $25K in at all times, you'd assume they should get 15K miles no matter what? I suppose it could be an interesting data point, but I'm starting to think actual people are looking at these accounts with a lot of withdrawal activity.
To be clear, I don't have any inside knowledge here, just trying to make sense of the data.
To be clear, I don't have any inside knowledge here, just trying to make sense of the data.
#265
Join Date: May 2001
Location: Southern California
Posts: 391
Alright.. I am no longer waiting. I don't think my UA miles will post. Here's the data:
4/24 opened Fidelity account for 1st time ever with UA promotion +$25K
4/25 +$25K
5/3 -$50K
5/7 +$50K
5/10 -$50K
5/15 applied apple promo
5/16 +$50K
5/23 -$50K
The UA miles never posted. I didn't want to keep waiting for applied for apple promo to see if that would go through. We'll see in 2 weeks..
4/24 opened Fidelity account for 1st time ever with UA promotion +$25K
4/25 +$25K
5/3 -$50K
5/7 +$50K
5/10 -$50K
5/15 applied apple promo
5/16 +$50K
5/23 -$50K
The UA miles never posted. I didn't want to keep waiting for applied for apple promo to see if that would go through. We'll see in 2 weeks..
#266
Join Date: Apr 2010
Posts: 207
OK - so you mean in all of the discussion of cycling and whether or not that still works, if this poster kept $25K in at all times, you'd assume they should get 15K miles no matter what? I suppose it could be an interesting data point, but I'm starting to think actual people are looking at these accounts with a lot of withdrawal activity.
To be clear, I don't have any inside knowledge here, just trying to make sense of the data.
To be clear, I don't have any inside knowledge here, just trying to make sense of the data.
If coco had had a little patience, surely the 25k miles would have posted. I was reading on my phone and didn't clearly see the "minuses" on the post.
If you've got your miles and keep the min balance, any other activity is a test right now. I am currently researching this very topic and will report back when the time comes
#268
Join Date: Dec 2010
Posts: 1,310
Alright.. I am no longer waiting. I don't think my UA miles will post. Here's the data:
4/24 opened Fidelity account for 1st time ever with UA promotion +$25K
4/25 +$25K
5/3 -$50K
5/7 +$50K
5/10 -$50K
5/15 applied apple promo
5/16 +$50K
5/23 -$50K
The UA miles never posted. I didn't want to keep waiting for applied for apple promo to see if that would go through. We'll see in 2 weeks..
4/24 opened Fidelity account for 1st time ever with UA promotion +$25K
4/25 +$25K
5/3 -$50K
5/7 +$50K
5/10 -$50K
5/15 applied apple promo
5/16 +$50K
5/23 -$50K
The UA miles never posted. I didn't want to keep waiting for applied for apple promo to see if that would go through. We'll see in 2 weeks..
Plus why did you add and remove money so often?
#269
Join Date: May 2004
Programs: AA lifetime platinum, Jet Blue Mosaic
Posts: 438
#270
Join Date: Oct 2002
Posts: 676
Cycling still works fine, pulling money out is no problem, the only thing that changed is double-dipping, but everyone started getting paranoid from then on out and every time somebody messed up or ran into any issue and posted it on here the cynical people shouted "dead dead" - no it's not dead.