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]
#616
Join Date: Jul 2003
Location: WAS/ Silver Spring, MD,USA
Programs: UA/AA
Posts: 857
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?
You may want to look into clearing up that discrepancy.
#620
Join Date: Jul 2012
Posts: 15
How long did you keep the funds in the account before withdrawing? Did you withdraw all of the $100K, giving you a zero balance in the account?
#621
Join Date: Apr 2005
Location: SJU no more... DCA/IAD/BWI for now
Programs: AA GLD 1.7M and counting slowly
Posts: 265
I just did this over the past couple of weeks. I was told it would take two weeks, and it ended up taking just one.
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...
#622
Join Date: May 2011
Programs: Spg Gold, Hilton Diamond, Hyatt Diamond
Posts: 1,578
#624
Join Date: Sep 2005
Posts: 86
I thought that lady meant how long they look back to consider the deposited funds "new money." A few posts back someone put in actual "new money" but Fidelity did not consider new cash b/c they looked back a few months and there were withdrawals, etc.
#625
Join Date: May 2010
Programs: AA, Marriott rewards, United, AA, Delta
Posts: 150
Yes, "new money", is what I mean. From my understanding it is one year between promos now. I am wondering how many months or weeks they look back for withdrawals. Hoping someone has some information and can share.
#626
FlyerTalk Evangelist
Join Date: Dec 2000
Location: south of WAS DC
Posts: 10,131
well, this promo is one of the few phones they answer. call them every month and ask them if you are eligible. i walked on fidelity about 10 years ago, and got my miles. horrible pain, but 100k miles(me + wife) and i'm still not certain it was worth it.
#628
Join Date: May 2011
Programs: Spg Gold, Hilton Diamond, Hyatt Diamond
Posts: 1,578
But , if we are to believe what my investment advisor told me , I am eligible for a new promo 12 months after the last one I got in Dec.
He made absolutely no mention of the 100 K I withdrew some months after I received my last bonus. I also bought and sold stock so I have a REAL account with Fido. I also deposited 50K in stocks from an IPO
last week but was told I was eligible 2 months before that .
I would suggest showing cash activity in your accounts as most people with 100 K multiples laying around utilize their money in different ways , such as withdrawals and deposits in different forms , not just sending money to and from the same bank account .
#629
Join Date: May 2010
Programs: AA, Marriott rewards, United, AA, Delta
Posts: 150
Well not exactly a data point, BECAUSE it has been said that CSRs overrides have not necessarily held up and people still had to fight to get their points .
But , if we are to believe what my investment advisor told me , I am eligible for a new promo 12 months after the last one I got in Dec.
He made absolutely no mention of the 100 K I withdrew some months after I received my last bonus. I also bought and sold stock so I have a REAL account with Fido. I also deposited 50K in stocks from an IPO
last week but was told I was eligible 2 months before that .
I would suggest showing cash activity in your accounts as most people with 100 K multiples laying around utilize their money in different ways , such as withdrawals and deposits in different forms , not just sending money to and from the same bank account .
But , if we are to believe what my investment advisor told me , I am eligible for a new promo 12 months after the last one I got in Dec.
He made absolutely no mention of the 100 K I withdrew some months after I received my last bonus. I also bought and sold stock so I have a REAL account with Fido. I also deposited 50K in stocks from an IPO
last week but was told I was eligible 2 months before that .
I would suggest showing cash activity in your accounts as most people with 100 K multiples laying around utilize their money in different ways , such as withdrawals and deposits in different forms , not just sending money to and from the same bank account .
#630
Join Date: May 2011
Programs: Spg Gold, Hilton Diamond, Hyatt Diamond
Posts: 1,578
Let them put you through to the promo or marketing dept and ask exactly when you will be eligible and record that persons name dept in case.
I avoid asking a financial advisor because he is a salesman like all of them. The person I spoke with made no mention of the withdrawal of funds but I may have
Had the 100K sitting there for the 6 months anyway . He said I would be good to
Go in Dec no exact date
I took it out in anticipation of sending it back for a new promo. Also for the past promos , I wired it out to 2 different banks and wired in some and deposited a check for some of it .
In Dec I will do a single 100 K ETF or ACH originating from Fido and keep my fingers crossed that they will honor their word .
Good luck to us all