Fidelity Investments bonus offers – Earn up to 50,000 Delta SkyMiles, MileagePlus or AAdvantage miles
With Fidelity Investments you have the opportunity to earn up to 50,000 miles when you open and fund a nonretirement brokerage account or add new money to an existing one.
flyertalk's josephstern has an excellent Wiki page with a whole heap of relevant info if you're thinking of investing with Fidelity (or you already are).
Check out the details carefully as some flyertalkers have reported not being eligible for the bonus miles this year, despite meeting previous T&C, and some have been told it's because they weren't targeted. One of the promotional rules is, 'Other terms and conditions may apply'.
Get up to 50,000 miles in the Delta SkyMiles® Program when you open and fund a nonretirement brokerage account or add new money to an existing one.
Earn up to 50,000 MileagePlus award miles when you open and fund a nonretirement brokerage account or add new money to an existing one.
Earn up to 50,000 American Airlines AAdvantage miles when you open and fund a nonretirement brokerage account or add new money to an existing one.
Terms and Conditions
This promotional offer is only available to new or existing Fidelity brokerage account customers opening or depositing net new assets into a joint or individual nonretirement Fidelity Account®. Net new assets are defined as an individual's external new money in minus money out, including distributions and transfers.
This offer expires September 30, 2014, and is not transferable or valid in conjunction with any other Fidelity promotional offer. Fidelity Investments reserves the right to modify, change, or alter the terms and conditions of the promotional offer in its sole discretion at any time. Fidelity Investments may terminate this promotional offer at any time. Other terms and conditions may apply.
Promotional offers are limited to one per individual per rolling 12 months.
The promotion is not available for business accounts; trust accounts; mutual fund only accounts; retirement accounts, including, among others, Fidelity IRA, Roth IRA, SEP, and SIMPLE accounts; 401(k) and 403(b) workplace retirement plans; fiduciary accounts (including custodial accounts, estate accounts); 529 college savings plan accounts (i.e. college investment trust accounts); Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments; annuities; and Stock Plan Services accounts. Offer is not valid for non-U.S. residents; persons affiliated with FINRA, a securities exchange or its members; employees of Fidelity, its affiliates, and members of their immediate families and households; or the media.
Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies.
Transferred assets will be valued, for the purposes of determining eligibility for this promotional offer, at the close of business Eastern time on the business day or next business day, if on a weekend day or holiday, following receipt by Fidelity Investments of the assets into the account that is eligible for the promotional offer. Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.). Please allow eight weeks from the funding of the eligible account, with the qualifying dollar amount of assets, for American Airlines AAdvantage® miles to be posted to your AAdvantage® account. Your Fidelity Account® must remain open with the qualifying funding for six months from the date that the qualifying assets are first received in the eligible account.
New accounts must be opened within 30 days of registering for the offer. Additional deposits to the eligible Fidelity account may earn you a higher mileage award provided the result is that the cumulative assets meet or exceed the next eligibility tier (up to a maximum of 50,000 AAdvantage® miles). For new accounts, initial and subsequent deposits must be made within 60 days of Fidelity account opening. For new money deposited into existing accounts, all deposits must be made within 60 days of registering for the offer.
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About the author: Torsten is a serial entrepreneur who started almost a dozen ventures on four continents. Torsten's love for travel has brought him to 130+ countries and travel with most of the world's airlines. You can reach Torsten at [email protected]
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