Fidelity Bonus 2023

Fidelity Promotion and Bonus 2023

September 2023 Fidelity promotions, $100 for $50 offer, and bonus incentives. Current best Fidelity promotions for opening a new account or for existing customers depositing cash into a regular brokerage account, ROTH IRA, or 401K rollover IRA.

Fidelity Promotion

Best Promotions

Fidelity Promotion Details

Fidelity is offering an attractive welcome bonus for new accounts. The offer is valid for investors new to the brokerage and current customers looking to open a new account.

All that is required to take advantage of the $50 to $100 cash giveaway is to open an eligible account and fund it with at least $50. Read on to learn more about eligible account types, terms and conditions for the offer, and how the bonus funds are credited to the account.

Fidelity Promotion

Fidelity Promo Code

The Fidelity offer code that you will need for the $50 to $100 Cash Offer is: Fidelity100

How to Take Advantage of Fidelity’s Promo

To take advantage of the Fidelity Cash Promotion, you should open a single new account or opt for the starter pack. There are some specific account types that are eligible for the offer, but that is not restrictive as they are also the most common account types.

All that is required is to fund the new account with at least $50 within the first 15 days. Being calendar days, that means you’ll need to make your deposit during the first two weeks in the account. Funding doesn’t have to be done all at once, but the net value of all deposits should add up to $50 to trigger the bonus payment.

Eligible Accounts

Fidelity is looking to get new investors to sign up with the Fidelity Starter Pack, but it is also possible to sign up for a single account as well.

Here are your options:

Fidelity Promotion Account Types

The Fidelity Starter Pack – This option is an ‘account package’ that includes a brokerage account and a cash management account. The Starter Pack is good for investors looking for a brokerage account and a bank/spending account.

Fidelity Promotion Starter Pack Types

The Fidelity Account – This option is the brokerage account. You can opt for a margin or cash version of the Fidelity Account.

The Fidelity Cash Management Account – This option is the bank account. You can choose this account if you are looking for cash management options.

Fidelity Roth IRA & Fidelity Traditional IRA – These IRA accounts are the only IRA options available for this bonus offer. Rollover IRAs are not eligible.

Fidelity IRA Bonus Details

There are some things to consider if you would like to open an IRA to take advantage of this offer.

First, you must be able to contribute to the IRA to be eligible. Your earned income can’t be less than the IRA contribution that you make. And, maxing out the contribution will also disqualify the account from receiving the bonus.

Fidelity Bonus

Fidelity Bonus Terms and Conditions

Once the bonus is paid, the bonus funds ($100) should remain in the account for 90 days.

The bonus cash offer is given once per customer (not once per new account)

Once the account funding period is complete (15 days) and the bonus is active, Fidelity will credit the account with $100. It takes approximately 10 days for the funds to reach your account.

Offer only valid to U.S. residents.

The $100 dollar bonus award is tallied with any other bonuses you receive from Fidelity for tax purposes. Investors who receive more than $600 in bonus funds in one year will receive a 1099 tax form at the end of the year.

Ineligible Accounts

While most of the brokerage’s account types are eligible for the Fidelity cash bonus, there are some that are not.

These are: Rollover IRAs, mutual fund accounts, trust accounts, business accounts, fiduciary accounts, 529 College Fund accounts, and annuities.

About the Author
Arthur Chachuna is professional personal finance blogger, and the owner of He has been an avid investor for 23 years, and has background in both applied math and programming.