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]
#1156
Join Date: Nov 2011
Location: ORD
Programs: status free since 2017
Posts: 2,188
Trying to get score some miles as well through my Fidelity a/c here.. just need some clarification
1. After 12mos, will I need to open another account to recycle the money for double dipping?
2. Also, I have a family account with close to $100K in it. Do the existing funds matter for this purpose or these all need to be new funds?
3. If existing funds can be used, does the FF account need to match with Fido account holder?
1. After 12mos, will I need to open another account to recycle the money for double dipping?
2. Also, I have a family account with close to $100K in it. Do the existing funds matter for this purpose or these all need to be new funds?
3. If existing funds can be used, does the FF account need to match with Fido account holder?
Last edited by carsnoceans; Jun 7, 2013 at 6:07 pm
#1157
Join Date: Jan 2005
Location: DEN
Programs: UA Gold-MM, AA Gold-MM, F9-Silver, Hyatt Something, Marriott Gold, IHG Plat, Hilton Diamond
Posts: 6,394
#1159
Join Date: Apr 2011
Posts: 14
What wud be the best way to get the miles for me n my wife.. A joint account.. or open 2 diff accounts. I don't see an option for joint acct in the link though. Once the acct is open i can do a ACH transfer from Fidelity to transfer the funds and then i get miles posted into my account in couple of weeks.
Also i see 2 options when i go to Open a new acct.. Brokerage/Cash Mgmt acct.. shld i go with the 2nd one if i don't want to invest in Stocks. ?
TIA
Also i see 2 options when i go to Open a new acct.. Brokerage/Cash Mgmt acct.. shld i go with the 2nd one if i don't want to invest in Stocks. ?
TIA
#1160
Join Date: May 2004
Programs: AA lifetime platinum, Jet Blue Mosaic
Posts: 438
Trying to get score some miles as well through my Fidelity a/c here.. just need some clarification
1. After 12mos, will I need to open another account to recycle the money for double dipping?
2. Also, I have a family account with close to $100K in it. Do the existing funds matter for this purpose or these all need to be new funds?
3. If existing funds can be used, does the FF account need to match with Fido account holder?
1. After 12mos, will I need to open another account to recycle the money for double dipping?
2. Also, I have a family account with close to $100K in it. Do the existing funds matter for this purpose or these all need to be new funds?
3. If existing funds can be used, does the FF account need to match with Fido account holder?
2. Deposit must be new money. To be safe have relative transfer money out out of Fidelity before transfering into your account.
3. See answer # 2. Tecnically account numbers have to match.
#1161
Join Date: May 2011
Programs: Spg Gold, Hilton Diamond, Hyatt Diamond
Posts: 1,578
Trying to get score some miles as well through my Fidelity a/c here.. just need some clarification
1. After 12mos, will I need to open another account to recycle the money for double dipping?
2. Also, I have a family account with close to $100K in it. Do the existing funds matter for this purpose or these all need to be new funds?
3. If existing funds can be used, does the FF account need to match with Fido account holder?
1. After 12mos, will I need to open another account to recycle the money for double dipping?
2. Also, I have a family account with close to $100K in it. Do the existing funds matter for this purpose or these all need to be new funds?
3. If existing funds can be used, does the FF account need to match with Fido account holder?
#1 No ! you would not need to open a new account if the year has passed and you left the money in for 6 months , but that is for an individual account
#2 Has to be new funds from outside Fido , but you can move the funds 30 days
before if you have full control over the account
# 3 you can trick the system and take the funds out of the account a month or so before applying . At least that worked the two times I did it , but I believe it
that's only for individual accounts
Hope this helps
#1166
FlyerTalk Evangelist
Join Date: Dec 2002
Location: Danville, CA, USA;
Programs: UA 1MM, WN CP, Marriott LT Plat, Hilton Gold, IC Plat
Posts: 15,732
Be sure to telephone if you get the automated rejection email. I signed up twice using the Fidelity links in this thread - each time received an email that said I was already signed up but not eligible.
Called a CSR today - amazing how friendly they are when you tell them you are wiring $100k The CSR said he will personally check my account when the funds are arriving and ensure that the DL miles are posted ^
Called a CSR today - amazing how friendly they are when you tell them you are wiring $100k The CSR said he will personally check my account when the funds are arriving and ensure that the DL miles are posted ^
#1167
Join Date: Jun 2007
Location: YVR SFO
Programs: UA G
Posts: 4,866
Thank you for funding your Fidelity Account.® Your United MileagePlus® miles will be credited to your MileagePlus account within the next eight weeks.
#1168
Join Date: Oct 2011
Location: North Carolina
Posts: 613
#1169
FlyerTalk Evangelist
Join Date: Dec 2002
Location: Danville, CA, USA;
Programs: UA 1MM, WN CP, Marriott LT Plat, Hilton Gold, IC Plat
Posts: 15,732
Even valuing miles at a generous .02 leaves your ROI at $2000 + $300 = $2300 which is 2.3% APR on your $200k. Most investments have better ROI.
#1170
Join Date: Oct 2011
Location: North Carolina
Posts: 613
That's a mediocre ROI. It bears restating that the bonus mile offers really only make sense (1) If you have cash to park that you want to keep liquid or (2) You are already plan to make investments and Fidelity meets your needs.
Even valuing miles at a generous .02 leaves your ROI at $2000 + $300 = $2300 which is 2.3% APR on your $200k. Most investments have better ROI.
Even valuing miles at a generous .02 leaves your ROI at $2000 + $300 = $2300 which is 2.3% APR on your $200k. Most investments have better ROI.