Fidelity Promotions

Fidelity Investments is currently offering eight promotions, all of which have been updated for 2014. See our review for more information about Fidelity.

The eight Fidelity promotions are as listed:

  1. Earn Up to $2,500
  2. Get Up to 200 Free Trades
  3. Apple Gift Card Up to $500
  4. Earn Up to 50,000 American Airlines AAdvantage Miles
  5. Earn Up to 50,000 MileagePlus Miles from United
  6. Earn Up to 50,000 Delta SkyMiles Program
  7. Get Up to One Year of Free Trades
  8. Active Trader Pro and 200 Commission-Free Trades

At the bottom of the page is a summary of all promotions offered by Fidelity Investments.


Earn Up to $2,500 From Fidelity

This offer is available to new or existing Fidelity customers, and can be traditional brokerage accounts and IRA. The minimum deposit is $50,000 to qualify. Funding must come from an external account to Fidelity Investments. Currently there’s no end date for this promotion. This offer is similar to TD Ameritrade’s cash offer, which also includes free trades.

For more information about this offer, please visit their website.

Deposit Cash Bonus
$50,000 – $99,999 $200
$100,000 – $249,000 $300
$250,000 – $499,000 $600
$500,000 – $999,000 $1,200
$1,000,000+ $2,500

200 Commission-Free Trades From Fidelity

This offer is available to new or existing Fidelity customers. In order to get the free trades, you have to specify the Fidelity account. This offer is similar to the OptionsHouse promotion, but requires a much higher amount of money to deposit for investing. If you are already looking to invest with Fidelity, this is an ok deal, but not if you are undecided on your choice of broker. You must perform these free trades within 90 days.

For more information about this offer, please visit their website.

Deposit Free Trades
$50,000 – $99,999 100
$100,000+ 200

Apple Gift Card Up to $500

Get an Apple gift card up to $500 in value. Fidelity IRA, trust, and business accounts are not eligible for this offer. This offer is only available for new or existing customers of Fidelity. Funding must come from a non-Fidelity account. This offer ends December 31st 2014.

Deposit Amount Gift Card Value
$300,000+ $500
$150,000+ $300
$75,000+ $100

This offer is valid only if you stay for 9 months with Fidelity. For more information about this offer, visit their website.


American Airlines AAdvantage Miles

Fidelity is offering a promotion when you open up a new account with them. Get up to 50,000 American Airlines AAdvantage miles when you open and fund a non-retirement brokerage account. Funding must come from an external non-Fidelity account. This offer ends in April 2015.

Deposit Amount AAdvantage Miles Earned
$100,000+ 50,000
$50,000+ 25,000
$25,000+ 15,000

For more terms and conditions for this promotion, visit their website.


United MileagePlus Miles

Earn up to 50,000 MileagePlus miles from United when you open a new account with Fidelity. Like the above over with American Airlines, you must fund a non-retirement brokerage account. Funding must also come from an external non-Fidelity account. This offer ends in April 2015. OptionsHouse is offering a similar promotion with United.

Deposit Amount MileagePlus Miles Earned
$100,000+ 50,000
$50,000+ 25,000
$25,000+ 15,000

For more terms and conditions for this promotion, visit their website.


Delta SkyMiles Program

Earn up to 50,000 Delta SkyMiles when you open a new account with Fidelity. You must fund a non-retirement brokerage account. Funding must also come from an external non-Fidelity account. This offer ends December 31st 2014.

Deposit Amount Delta SkyMiles Earned
$100,000+ 50,000
$50,000+ 25,000
$25,000+ 15,000

For more terms and conditions for this promotion, visit their website.


Get One Year of Free Trades

This offer is available for a limited time to new or existing Fidelity customers. Earn commission-free trades for up to one year, when you register to open and fund a Fidelity IRA or brokerage account, or add new money to an existing one.

Deposit Amount Months Earned
$100,000+ 12 months
$50,000+ 6 months

For more information about this offer, please visit their website.


Active Trader Pro and 200 Commission-Free Trades

Similar to the other free trade offers Fidelity has, this promotion includes their Active Trader Pro service. You must deposit $50,000 to qualify into a new or existing Fidelity IRA or brokerage account, upon which you’ll get 200 commission-free trades for 90 days.

For more information about this offer, please visit their website.


Fidelity Promotions Summary

Here’s another way to summarize all of Fidelity’s offers.

Offer Type Deposit Amount Offer Details Qualified Accounts Promotional URL
Cash $50,000
$100,000
$250,000
$500,000
$1,000,000
$200
$300
$600
$1,200
$2,500
Individual
Joint
Traditional IRA
Rollover IRA
Roth IRA
SEP-IRA
Cash Rewards
Free Trades $50,000
$100,000
100 trades
200 trades
(valid for 90 days)
Individual
Joint
Traditional IRA
Rollover IRA
Roth IRA
SEP-IRA
Inherited IRA
200 Free
$50,000
$100,000
60 trades
(valid for 180 days)
100 trades
(valid for 1 year)
Free Trades
$50,000
$100,000
200 trades
(valid for 90 days)
Active Trader Pro access
ATP 200 Free
Apple Gift Card $75,000
$150,000
$300,000
$100 gift card
$300 gift card
$500 gift card
Individual
Joint
Apple Gift Card
Airline Miles $25,000
$50,000
$100,000
15,000 miles
25,000 miles
50,000
Individual
Joint
American
Delta
United

Comments

  1. Sandra says:

    A couple questions re: the airline points with new deposits:
    Fidelity offers airline points with new deposits. Is there a way to get both 50K United and 50K American Points with new deposits? In other words, can I open up 2 new accounts with Fidelity and get point on both airlines?

    Do any others offer airline points (or hotel points) for deposits?

    • Larry Ludwig says:

      You can take advantage of Fidelity promotions once every 12 months.

      • Channon says:

        More specifically, per Fidelity’s language: “Promotional offers are limited to one per individual per rolling 12 months.”

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