Intro: Fidelity Promotions
Year after year, Fidelity has maintained its position as a top rated broker.
Image Source: Fidelity
There is a wide range of Fidelity promotions available to those that are looking to open an account with Fidelity Investment, and it’s great that most of these Fidelity offers do not expire.
Best Fidelity Promotions – Cash Bonuses:
Below are the top 5 most popular Fidelity promotions and cash offers for 2015–2016.
- $2,500 cash + 90 days of free trades
- $1,200 cash + 90 days of free trades
- $600 cash + 90 days of free trades
- $300 cash + 90 days of free trades
- $200 cash + 90 days of free trades
* Click here for a detailed review of these Fidelity offers, including what it takes to qualify.
Best Fidelity Promotions – Non-Cash Offers:
Below are additional (non-cash) popular promos that are offered by Fidelity.
- 200 commission-free trades (worth about $1,590)
- 500 commission-free trades (worth about $3,975)
- $200 Apple® Store gift card
- Access to Active Trader Pro
- Earn MileagePlus® award miles and points
* Click here for a detailed review of these non-cash Fidelity offers.
Other Promotions
Click here “List of Top Promotions” to view promotions offered by other top online brokers. Listed promos include TD Ameritrade promotions, Scottrade offers, TradeKing promos, OptionsHouse Promo Code Offers, and many more.
One of the first things that you need to note is that you’ll need to deposit the required funds into your new account within 60 days of opening your Fidelity account. In addition, such deposits must come from an external account (a non-Fidelity account).
Image Source: Fidelity
- $2,500 cash bonus: To qualify for this Fidelity promotion, you’ll need to fund your account with at least $1,000,000.
- $1,200 cash bonus: To receive the $1,200 Fidelity bonus, your account must be funded with $500,000 or more.
- $600 cash bonus: Your account must be funded with at least $250,000 to qualify.
- $300 cash bonus: Fund your account with at least $100,000 to qualify.
- $200 cash bonus: Deposit at least $50,000 into your account.
Unlike other brokers that only offer promos to new clients, Fidelity offers its promotions to both new and existing clients.
In order to receive the listed cash bonuses and offers, you’ll need to designate an existing eligible Fidelity brokerage IRA or brokerage account. If you don’t want to designate an existing account, then you’ll need to open and fund a new eligible Fidelity brokerage IRA or brokerage account.
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Which Accounts Are Eligible?
Eligible accounts include:
- Individual non-retirement accounts
- Joint non-retirement accounts
- Fidelity IRA brokerage accounts (Roth IRAs, SEP-IRAs, traditional IRAs, and rollover IRAs)
Ineligible accounts include:
- Trust accounts
- Fiduciary accounts (including custodial accounts and estate accounts)
- College investment trust accounts
- Business accounts
- 529 college savings plan accounts and annuities
- And many more
Overview of Fidelity Promotions – Non-Cash Bonuses and Offers
Below, we provide additional information on the non-cash promos offered by Fidelity.
200 commission-free trades
Deposit $1,000,000 or more into your account within 60 days, and Fidelity will provide you with up to 200 commission-free trades. At $7.95 a trade, this comes to about $1,590 worth of fees that you don’t have to pay for.
If you deposit $50,000–$99,999, you’ll qualify for the 100 commission-free trades that Fidelity offers.
Image Source: Fidelity
Note: You must execute these free trades within 90 days as they don’t carry over past the 90-day period.
500 commission-free trades, $200 gift card, and Active Trader Pro
If you deposit $100,000+ into a non-retirement brokerage account, Fidelity will provide you with 500 commission-free trades, access to Active Trader Pro®, and a $200 Apple® Store gift card.
The great news is that you have up to 2 years to use the 500 free-trades promos from when they are credited to your account.
Customers must register at www.fidelity.com/bundleoffer1.
MileagePlus® award miles and points
With Fidelity’s United MileagePlus offer, you can earn up to 50,000 MileagePlus® award miles when you open and fund a non-retirement brokerage account.
Image Source: Fidelity
Customers must register at https://rewards.fidelity.com/offers/united. New accounts or deposits into existing accounts must be funded within 60 days of registration.
AdvisoryHQ (AHQ) Disclaimer:
Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
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