Fidelity Promotions

Fidelity Investments is currently offering nine promotions, all of which have been updated for 2015. See our review for more information about Fidelity.

The nine 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 300 Commission-Free Trades
  9. “IRA Match” from Fidelity

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

We’ve gotten a number of visitor comments that Fidelity does not honor some of the promotions listed. We have contacted Fidelity, and here is their official response.

Customers who are not satisfied should review the applicable and eligibility requirements outlined in the terms. If after review, a customer is not clear on their eligibility, they can call the number on the bottom of the offer page, or call us directly at 1-800-343-3548 and we’ll be happy to look at their case individually.


Earn Up to $2,500 From Fidelity

Through their refer-a-friend promotion, this offer is available to new or existing Fidelity customers. You open a traditional brokerage account or IRA accounts. The minimum deposit is $50,000 to qualify for the cash bonus. Funding must come from an external account to Fidelity Investments. Currently, there’s no end date for this promotion. For more details about the offer, please visit their web site for more information.

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

To start the process click on the link below. You then must click on the “Open an Account” link on Fidelity’s web page.


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. 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.

DepositFree Trades
$50,000 – $99,999100
$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 expires on July 31, 2016.

Deposit AmountGift 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 expires September 30, 2015.

Deposit AmountAAdvantage 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 expires October 31, 2015.

Deposit AmountMileagePlus 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 2015.

Deposit AmountDelta 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 AmountMonths Earned
$100,000+12 months
$50,000+6 months

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


Active Trader Pro and 300 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 300 commission-free trades for 180 days.

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


“IRA Match” from Fidelity

This is a brand new and unique offer from Fidelity. Unlike 401(k)s in which many employers give a match, IRAs offer no such match. Fidelity decided to create a unique promotion in which they will “match” your annual deposits for up to three years. You’ll need to transfer over your existing IRA to Fidelity to quality for this promotion. Rollovers for employer sponsored plans do not qualify for this offer.

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

Transfer AmountMatch AmountMaximum AmountOver 55+
$10,000 – $49,9991%$165$195
$50,000 – $99,9991.5%$247.50$292.50
$100,000 – $249,9992.5%$412.50$487.50
$250,000 – $499,9995%$825$975
$500,000+10%$1,650$1,950

Fidelity Promotions Summary

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

Offer TypeDeposit AmountOffer DetailsQualified AccountsPromotional 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