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Free $150 from Fidelity
Old 12-01-2022, 10:58 AM   #1
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Free $150 from Fidelity

This offer expires on 12/2/2022 but it only takes a few clicks to take advantage of it so I figured some of you might want to earn free lunch money.

Cash Advantage account seems like a no brainer option: open-deposit $50 or more- wait 25days-collect $150.

https://www.fidelity.com/go/special-offer/holiday
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Old 12-01-2022, 11:02 AM   #2
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Fidelity has this as an ongoing offer for the past two years. If you have participated in any incarnation of it, then you are not eligible for this version:

https://www.fidelity.com/go/special-...rms-conditions
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...and have not otherwise previously taken advantage of Fidelity's $50 for $100 cash offer

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Old 12-01-2022, 11:35 AM   #3
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Originally Posted by tenant13 View Post
This offer expires on 12/2/2022 but it only takes a few clicks to take advantage of it so I figured some of you might want to earn free lunch money.

Cash Advantage account seems like a no brainer option: open-deposit $50 or more- wait 25days-collect $150.

https://www.fidelity.com/go/special-offer/holiday
Thanks - that was easy money!
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Old 12-01-2022, 11:50 AM   #4
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Thanks - that was easy money!
If you just did it for yourself, now go back and do it again for spouse, each kid/grandkid, etc.
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Old 12-01-2022, 11:56 AM   #5
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If a person did the IRA account, how do they give you the $150 ?
Will they put in into an IRA account ?
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Old 12-01-2022, 12:01 PM   #6
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If a person did the IRA account, how do they give you the $150 ?
Will they put in into an IRA account ?
"The bonus award will be deposited directly to the eligible account within 10 calendar days after the qualification period."
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Old 12-01-2022, 12:06 PM   #7
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"The bonus award will be deposited directly to the eligible account within 10 calendar days after the qualification period."
So if a person opened a Roth account, the $150 would be tax free
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Old 12-01-2022, 12:11 PM   #8
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So if a person opened a Roth account, the $150 would be tax free
No. I think they will send you 1099 - their addition to the account counts as a contribution by you. Essentially you contributed taxable money to the account. It's not earnings on the account.

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Individuals who max out their contribution for the calendar year are also not eligible for the bonus award.
This means they are contributing as part of your annual allowable amount.
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Old 12-01-2022, 12:25 PM   #9
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Did it!

Thanks Tenant.
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Old 12-01-2022, 12:28 PM   #10
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Thanks! Just opened a cash management account for me and will open one for DW shortly.
Really easy process if you already have any Fidelity accounts. Everything was prepopulated and just required a few mouse clicks.
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Old 12-01-2022, 01:07 PM   #11
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Thanks, Easy Money!!!
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Old 12-01-2022, 01:24 PM   #12
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Originally Posted by njhowie View Post
No. I think they will send you 1099 - their addition to the account counts as a contribution by you. Essentially you contributed taxable money to the account. It's not earnings on the account.

This means they are contributing as part of your annual allowable amount.
Since I don't have an allowable amount for IRA since no earnings, this seems to open a can of worms.

Maybe I'll just go for the cash management account.

ha ha ha ha ha..... waited too long and now the site is broken....... and it's back up !
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Old 12-01-2022, 01:54 PM   #13
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Thank you for the tip. Just set up accounts for DW and myself. Also contacted DS so she can do the same.
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Old 12-01-2022, 02:03 PM   #14
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Great offer, but this statement is listed at the end of the offer:


Agree to conduct business with Fidelity electronically and to the electronic delivery of all documents and communications for all your Fidelity accounts as detailed in the Electronic Delivery Agreement


I prefer to receive paper statement...
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Old 12-01-2022, 02:17 PM   #15
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I called Fidelity and they said no changes will be made to the other accounts and I will continue to receive paper statements.
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Old 12-01-2022, 02:50 PM   #16
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Originally Posted by tenant13 View Post
This offer expires on 12/2/2022 but it only takes a few clicks to take advantage of it so I figured some of you might want to earn free lunch money.

Cash Advantage account seems like a no brainer option: open-deposit $50 or more- wait 25days-collect $150.

https://www.fidelity.com/go/special-offer/holiday

get started link just opens the same page?


an
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Old 12-01-2022, 03:22 PM   #17
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Originally Posted by wallygator69 View Post
get started link just opens the same page?


an
When I click it, it goes to https://www.fidelity.com/go/select-account
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Old 12-01-2022, 03:23 PM   #18
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Sweet, thanks, I just did this for myself and my wife.

$300 return on $100 in 25 days (max it takes for money to be deposited they say) is a annualized return of 4,782,979%
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Old 12-01-2022, 03:35 PM   #19
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We've got his and hers at Fidelity for Roths, HSA, Brokerage, that's 6. She's already got the Fidelity Money Management account, and we have the 529 and a rollover IRA, so 8 at Fidelity. Beyond Fidelity, there's the bank(2) & credit union(3), 401k, and vanguard brokerage, 7 more. That's 15, and I'm probably forgetting some. Do I really want another account that doesn't give me anything I don't already have (except for the one-time $150)? I'm toying with the new credit union brick and mortar that opened in the abandoned BofA building for medallion service and safe deposit box. I really need to consolidate rather than add.
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Old 12-01-2022, 03:37 PM   #20
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We've got his and hers at Fidelity for Roths, HSA, Brokerage, that's 6. She's already got the Fidelity Money Management account, and we have the 529 and a rollover IRA, so 8 at Fidelity. Beyond Fidelity, there's the bank(2) & credit union(3), 401k, and vanguard brokerage, 7 more. That's 15, and I'm probably forgetting some. Do I really want another account that doesn't give me anything I don't already have (except for the one-time $150)? I'm toying with the new credit union brick and mortar that opened in the abandoned BofA building for medallion service and safe deposit box. I really need to consolidate rather than add.
Well, it takes about 5 min, but try this instead. Pull out 15 $20 bills from your wallet and throw them in the fireplace. If you don't feel regret, then you didn't need to bother with this offer.
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