Fidelity Promotion
Fidelity does not have any active promotions at this time.
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Fidelity Promotion Details
Fidelity is offering a welcome bonus for new accounts. This offer is open to both new investors and current customers who want to open another account.
To get the $50 to $100 cash bonus, just open an eligible account and fund it with at least $50. Keep reading to learn more about which accounts are eligible, the rules for the offer, and how the bonus money is added to your account.
Fidelity Promo Code
The Fidelity offer code you need for the $50 to $100 Cash Offer is: Fidelity100
How to Take Advantage of Fidelity’s Promo
To get the Fidelity Cash Promotion, you need to open a new single account or the starter pack. Some specific account types are eligible for this offer, but these are usually the most common types of accounts.
You just need to fund the new account with at least $50 within the first 15 days. Since these are calendar days, you’ll need to make your deposit within the first two weeks after opening the account. You don’t have to deposit all the money at once, but the total of your deposits should reach at least $50 to activate the bonus payment.
Eligible Accounts
Fidelity wants to attract new investors with its Fidelity Starter Pack, but you can also sign up for just a single account.
Here are your options:
The Fidelity Starter Pack – This package includes a brokerage account and a cash management account. It's a great choice if you want both an investment account and a checking or savings account.
The Fidelity Account – This is a standard brokerage account. You can choose between a margin account (which allows you to borrow money to buy stocks) and a cash account (which does not).
The Fidelity Cash Management Account – This is like a bank account and is good if you want to manage cash easily alongside your investments.
Fidelity Roth IRA & Fidelity Traditional IRA – These are individual retirement accounts (IRAs) that qualify for this bonus offer. Rollover IRAs do not qualify.
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 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.
Updated on 10/1/2024.
Arthur Chachuna is a professional personal finance blogger, and the owner of Brokerage-Review.com.
He has been an avid investor for 25 years, and has a background in both applied math and programming.
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