Fidelity Promotion
Best Broker Promotions
Fidelity (EXPIRED) Promotion Details
Fidelity is now extending a compelling welcome bonus for newly opened accounts. The offer is available for investors who are new to the brokerage, along with current customers seeking to open an additional account.
To enjoy the $50 to $100 Fidelity cash bonus, you must create a qualifying account and deposit at least $50. Continue reading to discover which account types qualify, the terms and conditions of the promotion, and how the bonus is credited to your account.
Fidelity Promo Code
The Fidelity offer code required for the $50 to $100 Cash Offer is: Fidelity100
How to Take Advantage of Fidelity’s Promo
To benefit from the Fidelity Cash Promotion, you can open a single new account or choose the Starter Pack. Specific account types qualify for the bonus, but these are also among the most commonly used accounts.
The only requirement is to fund the new account with a minimum of $50 within the first 15 days. Since these are calendar days, you’ll want to ensure your deposit is made within the initial two weeks of opening the account. You can add funds in separate transactions, but the total deposit must reach $50 to activate the bonus.
Eligible Accounts
Fidelity aims to attract new investors with the Fidelity Starter Pack, although opening just one account is also possible.
Here are your options:
The Fidelity Starter Pack – This is an “account package” comprising a brokerage account and a cash management account. It’s ideal for investors seeking both a trading account and a banking/spending option.
The Fidelity Account – This choice represents the brokerage account. You can choose a margin or cash variant of this account.
The Fidelity Cash Management Account – This option functions as a banking account. It’s suitable if you’re searching for a convenient way to manage your cash.
Fidelity Roth IRA & Fidelity Traditional IRA – These IRAs are the only retirement accounts eligible for this promotion. Rollover IRAs do not qualify.
Fidelity Bonus For Existing Customers
Fidelity does not provide a promotion for current customers at this time.
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.
Fidelity Promotion For Existing Customers
Fidelity does not offer a bonus for existing customers at this time.
Updated on 6/15/2025.
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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