Fidelity Promotions

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Fidelity Investments is currently offering one promotion, which has been updated for 2021. See our review for more information about Fidelity.

Here's the current Fidelity promotion:

We've gotten a number of visitor comments that Fidelity does not honor the listed promotions. We 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.

500 Free Trades for 2 Years

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

Deposit Amount Trades Earned
$100,000+ 500
$50,000+ 300

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


Expired Promotions

These promotions are no longer available.

200 Commission-Free Trades From Fidelity

This offer has expired.

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 web site.

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

Get up to $2,500 Cash Bonus

This offer has expired.

Join Fidelity Investments and get up to $2,500 in cash. This offer is not only for tradtional accounts, but can be used for IRAs as well. In addition you can be an existing customer of Fidelity and fund a new account with this offer.

Deposit Cash 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

Apple Gift Card Up to $500

This offer has expired.
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, 2017.

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

This offer is valid only if you stay for 9 months with Fidelity.


“IRA Match” from Fidelity

This offer has expired.

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.

Transfer Amount Match Amount Maximum Amount Over 55+
$10,000 – $49,999 1% $165 $195
$50,000 – $99,999 1.5% $247.50 $292.50
$100,000 – $249,999 2.5% $412.50 $487.50
$250,000 – $499,999 5% $825 $975
$500,000+ 10% $1,650 $1,950

 

Larry Ludwig

Larry Ludwig was the founder and editor in chief of Investor Junkie. He graduated from Clemson University with a bachelor of science in computers and a minor in business. Back in the ’90s, I helped create some of the first financial websites for firms like Chase, T. Rowe Price, and ING Bank, and later went on to work for Nomura Securities. He’s had a passion for investing since he was 20 years old and has owned multiple businesses for over 20 years. He currently resides in Long Island, New York, with his wife and three children.

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