Nov 19, 2013, 6:07 pm
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]
Sep 1, 2012, 9:25 am
#601
Join Date: Aug 2011
Programs: many
Posts: 1,437
...What that means, is the hacking has already been done and there is more than one way to skin this cat.
Those who read up already understand that some of the previous options were were shut down and reprogrammed because of those who didnt know how to be discreet.
And what that further means, is that I have no intention of putting the sides and dessert on the plate for those who whine that those who've hacked this successfully havent spoonfed them everything they need to know.
Here's some info: Sign up for the promotion, put a bunch of money into the account, let your money sit there (or invest it further) with fido for a long while, and collect miles. Likely no one will see the promotion completely go away then. Happy endings for all.
Those who read up already understand that some of the previous options were were shut down and reprogrammed because of those who didnt know how to be discreet.
And what that further means, is that I have no intention of putting the sides and dessert on the plate for those who whine that those who've hacked this successfully havent spoonfed them everything they need to know.
Here's some info: Sign up for the promotion, put a bunch of money into the account, let your money sit there (or invest it further) with fido for a long while, and collect miles. Likely no one will see the promotion completely go away then. Happy endings for all.
Sep 2, 2012, 7:57 am
#603
Join Date: May 2011
Programs: Spg Gold, Hilton Diamond, Hyatt Diamond
Posts: 1,578
...What that means, is the hacking has already been done and there is more than one way to skin this cat.
Those who read up already understand that some of the previous options were were shut down and reprogrammed because of those who didnt know how to be discreet.
And what that further means, is that I have no intention of putting the sides and dessert on the plate for those who whine that those who've hacked this successfully havent spoonfed them everything they need to know.
Here's some info: Sign up for the promotion, put a bunch of money into the account, let your money sit there (or invest it further) with fido for a long while, and collect miles. Likely no one will see the promotion completely go away then. Happy endings for all.
Those who read up already understand that some of the previous options were were shut down and reprogrammed because of those who didnt know how to be discreet.
And what that further means, is that I have no intention of putting the sides and dessert on the plate for those who whine that those who've hacked this successfully havent spoonfed them everything they need to know.
Here's some info: Sign up for the promotion, put a bunch of money into the account, let your money sit there (or invest it further) with fido for a long while, and collect miles. Likely no one will see the promotion completely go away then. Happy endings for all.
Was told i would have to wait till Dec for UA promo by CSR .
Have over 400K with Fido for a long time , but Just cause I am old and forgetfull , is there something I have missed
Sep 2, 2012, 12:19 pm
#604
A FlyerTalk Posting Legend
Join Date: Feb 2001
Location: Berkeley, CA USA
Programs: Piggly Wiggly "Shop the Pig!" Preferred Shopper
Posts: 57,075
Indeed, except that it's okay to write about others personally when it is to thank them and say how nice they are for helping you with useful information. That's very much called for in this forum given how the advice here can lead one to bushel baskets full of miles.
Sep 4, 2012, 5:56 am
#605
Join Date: Dec 2010
Posts: 51
Anyone have a suggestion for me. I am in the process of being a former Fidelity customer based on the following situation.
I had about $100,000 sitting in an ING checking account earning piddly interest and thought that I would move the move the money to my Fidelity brokerage account and put it into a couple of fixed income type funds. After I moved the money to Fidelity I saw this thread and figured that it might be a good way to get some miles either with United or American. Here is where my pain starts. Here is my side of the story, I believe that I have captured all relevant facts.
I transferred $100k to a TIAA direct account. I signed up for the AA promo connected to my joint brokerage account. A couple weeks later I got an email stating that the account type I signed up with was not eligible for the miles so I figured I would pull the money back out and create a new account.
I created a new brokerage account and signed up for the UA bonus. I moved $100k into the account. A few weeks later I got an email that I was not eligible so I called Fidelity to see what was up. They said that I was not eligible because I has signed up for the AA deal. I said that they told me I was not eligible for that one. The CSR said, yes you are, just put $100k in the original account. So I pulled the money back out.
After waiting a few days, I initiated a transfer into the original joint brokerage account with the AA promo. I then got another email from Fidelity that I was not eligible so I called them and they said that I had not maintained the $100k.
So I closed both brokerage accounts, opened a Roth IRA with Schwab and will be moving a rollover IRA into my employer's 401k. I will only be keeping the 2% Fido Amex and the cash management account when all is said and done. Fidelity is losing my business and my wife's business over 50,000 miles. I hope this email makes sense and that someone has some suggestion for how I might be able to salvage the situation. I guess I am out of luck here but it is not as if staying with Fidelity is going to make or break me as a person. I am not angry, just disappointed with the way this worked.
I had about $100,000 sitting in an ING checking account earning piddly interest and thought that I would move the move the money to my Fidelity brokerage account and put it into a couple of fixed income type funds. After I moved the money to Fidelity I saw this thread and figured that it might be a good way to get some miles either with United or American. Here is where my pain starts. Here is my side of the story, I believe that I have captured all relevant facts.
I transferred $100k to a TIAA direct account. I signed up for the AA promo connected to my joint brokerage account. A couple weeks later I got an email stating that the account type I signed up with was not eligible for the miles so I figured I would pull the money back out and create a new account.
I created a new brokerage account and signed up for the UA bonus. I moved $100k into the account. A few weeks later I got an email that I was not eligible so I called Fidelity to see what was up. They said that I was not eligible because I has signed up for the AA deal. I said that they told me I was not eligible for that one. The CSR said, yes you are, just put $100k in the original account. So I pulled the money back out.
After waiting a few days, I initiated a transfer into the original joint brokerage account with the AA promo. I then got another email from Fidelity that I was not eligible so I called them and they said that I had not maintained the $100k.
So I closed both brokerage accounts, opened a Roth IRA with Schwab and will be moving a rollover IRA into my employer's 401k. I will only be keeping the 2% Fido Amex and the cash management account when all is said and done. Fidelity is losing my business and my wife's business over 50,000 miles. I hope this email makes sense and that someone has some suggestion for how I might be able to salvage the situation. I guess I am out of luck here but it is not as if staying with Fidelity is going to make or break me as a person. I am not angry, just disappointed with the way this worked.
Sep 4, 2012, 8:26 am
#606
FlyerTalk Evangelist
Join Date: Dec 2000
Location: south of WAS DC
Posts: 10,131
my miles hit this am on both accts. started stock transfers on 7/25 and 8/1. credits arrived on 9/4.
and a 9/5 update
"Thank you for funding your Fidelity Account.® Your United MileagePlus® miles will be credited to your MileagePlus account within the next eight weeks.
If you have questions, please call a Fidelity Representative at 800-544-3719."
maybe we get another 50k before 8 weeks is out???
and a 9/5 update
"Thank you for funding your Fidelity Account.® Your United MileagePlus® miles will be credited to your MileagePlus account within the next eight weeks.
If you have questions, please call a Fidelity Representative at 800-544-3719."
maybe we get another 50k before 8 weeks is out???
Last edited by slawecki; Sep 5, 2012 at 9:11 am
Sep 4, 2012, 12:13 pm
#607
Join Date: May 2004
Programs: AA lifetime platinum, Jet Blue Mosaic
Posts: 438
Sethjvm.
The better procedure would have been to call Fidelity and let them advise how to move the money(securities) around before doing it yourself. They are terrible when working with incorrect potential client actions.
The offering clearly precludes qualified (retirement) accounts from the program. This is because of government regulations.
As a further word of advise. If you are an existing client seek the assistant of your personal representative (if you have one) or the manager of the branch where you investment is sited.
The better procedure would have been to call Fidelity and let them advise how to move the money(securities) around before doing it yourself. They are terrible when working with incorrect potential client actions.
The offering clearly precludes qualified (retirement) accounts from the program. This is because of government regulations.
As a further word of advise. If you are an existing client seek the assistant of your personal representative (if you have one) or the manager of the branch where you investment is sited.
Sep 4, 2012, 2:54 pm
#608
Join Date: Dec 2010
Posts: 51
Sethjvm.
The better procedure would have been to call Fidelity and let them advise how to move the money(securities) around before doing it yourself. They are terrible when working with incorrect potential client actions.
The offering clearly precludes qualified (retirement) accounts from the program. This is because of government regulations.
As a further word of advise. If you are an existing client seek the assistant of your personal representative (if you have one) or the manager of the branch where you investment is sited.
The better procedure would have been to call Fidelity and let them advise how to move the money(securities) around before doing it yourself. They are terrible when working with incorrect potential client actions.
The offering clearly precludes qualified (retirement) accounts from the program. This is because of government regulations.
As a further word of advise. If you are an existing client seek the assistant of your personal representative (if you have one) or the manager of the branch where you investment is sited.
Yes, I should have contacted them first but their inability to comprehend that I moved the money based on an email they sent is astounding. All they have to do is offer to fix this situation and I will be happy to leave the $100k in a brokerage account for six months.
Sep 4, 2012, 8:18 pm
#609
FlyerTalk Evangelist
Join Date: Jul 2003
Location: Florida
Posts: 29,762
Thanks for the response.
Yes, I should have contacted them first but their inability to comprehend that I moved the money based on an email they sent is astounding. All they have to do is offer to fix this situation and I will be happy to leave the $100k in a brokerage account for six months.
Yes, I should have contacted them first but their inability to comprehend that I moved the money based on an email they sent is astounding. All they have to do is offer to fix this situation and I will be happy to leave the $100k in a brokerage account for six months.
The first level CSRs dont have the power nor the incentive to really help a customer when things dont work. This is the sad state the firm has evolved to because several rounds of cost-cutting.
Sep 5, 2012, 9:18 am
#610
FlyerTalk Evangelist
Join Date: Dec 2000
Location: south of WAS DC
Posts: 10,131
With the current state of Fidelity, it seems you have to either talk to the Executive Team (which is not anything Executive at all, just more senior reps that scattering among several call centers around the country - the key is, these more senior reps have the power to rectify things when the first level reps could not.), or talk to someone from the Investment dept - those are folks try to get new money in the firm and therefore more keenly to make things right.
The first level CSRs dont have the power nor the incentive to really help a customer when things dont work. This is the sad state the firm has evolved to because several rounds of cost-cutting.
The first level CSRs dont have the power nor the incentive to really help a customer when things dont work. This is the sad state the firm has evolved to because several rounds of cost-cutting.
although their interface stinks, Zion direct has excellent service, and knowledgeable personnel. i have considered moving the whole mess to them.
Sep 6, 2012, 12:19 pm
#611
Join Date: Sep 2011
Location: PHL
Posts: 209
Fidelity told me that they tried depositing miles in my united account, but united came back and said the mileage acct number was "incorrect". Does united check the names on the accounts to ensure they match? Because the name on my fidelity acct vs united acct are different.
Has this happened to anyone, and how did you resolve it?
Has this happened to anyone, and how did you resolve it?
Sep 6, 2012, 3:13 pm
#612
Join Date: Sep 2005
Posts: 86
2 weeks after deposit of funds today and no miles. I instant messaged a rep who said that the request for miles was successfully submitted "usually a day following receipt of funds."
Anyone w/any experience on how quickly miles post after the request is submitted?
The first Fidelity rep told me (after account opening) that miles post 2-3 weeks after deposit. This second rep is telling me the standard 6-8 weeks.
Itchin' to book my award flight for next year...
Anyone w/any experience on how quickly miles post after the request is submitted?
The first Fidelity rep told me (after account opening) that miles post 2-3 weeks after deposit. This second rep is telling me the standard 6-8 weeks.
Itchin' to book my award flight for next year...
Sep 6, 2012, 3:15 pm
#613
Join Date: May 2004
Programs: AA lifetime platinum, Jet Blue Mosaic
Posts: 438
2 weeks after deposit of funds today and no miles. I instant messaged a rep who said that the request for miles was successfully submitted "usually a day following receipt of funds."
Anyone w/any experience on how quickly miles post after the request is submitted?
The first Fidelity rep told me (after account opening) that miles post 2-3 weeks after deposit. This second rep is telling me the standard 6-8 weeks.
Itchin' to book my award flight for next year...
Anyone w/any experience on how quickly miles post after the request is submitted?
The first Fidelity rep told me (after account opening) that miles post 2-3 weeks after deposit. This second rep is telling me the standard 6-8 weeks.
Itchin' to book my award flight for next year...
