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12-01-2022, 09:58 AM
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#1
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Full time employment: Posting here.
Join Date: Nov 2019
Location: Jersey City
Posts: 518
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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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12-01-2022, 10:02 AM
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#2
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,925
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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
Quote:
...and have not otherwise previously taken advantage of Fidelity's $50 for $100 cash offer
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12-01-2022, 10:35 AM
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#3
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Recycles dryer sheets
Join Date: Oct 2016
Posts: 430
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Quote:
Originally Posted by tenant13
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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Thanks - that was easy money!
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12-01-2022, 10:50 AM
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#4
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,925
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Quote:
Originally Posted by Go-NoGo
Thanks - that was easy money!
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If you just did it for yourself, now go back and do it again for spouse, each kid/grandkid, etc.
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12-01-2022, 10:56 AM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 16,973
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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 ?
__________________
Fortune favors the prepared mind. ... Louis Pasteur
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12-01-2022, 11:01 AM
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#6
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,925
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Quote:
Originally Posted by Sunset
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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"The bonus award will be deposited directly to the eligible account within 10 calendar days after the qualification period."
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12-01-2022, 11:06 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 16,973
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Quote:
Originally Posted by njhowie
"The bonus award will be deposited directly to the eligible account within 10 calendar days after the qualification period."
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So if a person opened a Roth account, the $150 would be tax free
__________________
Fortune favors the prepared mind. ... Louis Pasteur
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12-01-2022, 11:11 AM
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#8
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,925
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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.
Quote:
Individuals who max out their contribution for the calendar year are also not eligible for the bonus award.
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This means they are contributing as part of your annual allowable amount.
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12-01-2022, 11:25 AM
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#9
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Thinks s/he gets paid by the post
Join Date: Feb 2016
Location: SoCal
Posts: 1,285
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Did it!
Thanks Tenant.
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12-01-2022, 11:28 AM
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#10
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Recycles dryer sheets
Join Date: Jun 2013
Location: Chattanooga
Posts: 497
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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.
__________________
Currently SKI-ing (spending the Kids' Inheritance)
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12-01-2022, 12:07 PM
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#11
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Recycles dryer sheets
Join Date: Jan 2022
Location: Murray
Posts: 199
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Thanks, Easy Money!!!
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12-01-2022, 12:24 PM
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#12
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 16,973
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Quote:
Originally Posted by njhowie
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.
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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 !
__________________
Fortune favors the prepared mind. ... Louis Pasteur
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12-01-2022, 12:54 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,211
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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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12-01-2022, 01:03 PM
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#14
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Full time employment: Posting here.
Join Date: Aug 2013
Location: New Jersey
Posts: 892
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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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12-01-2022, 01:17 PM
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#15
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Full time employment: Posting here.
Join Date: Aug 2013
Location: New Jersey
Posts: 892
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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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12-01-2022, 01:50 PM
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#16
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Recycles dryer sheets
Join Date: Jan 2006
Posts: 369
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Quote:
Originally Posted by tenant13
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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get started link just opens the same page ?
an
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12-01-2022, 02:22 PM
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#17
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Moderator
Join Date: Oct 2010
Posts: 10,622
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Quote:
Originally Posted by wallygator69
get started link just opens the same page ?
an
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When I click it, it goes to https://www.fidelity.com/go/select-account
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12-01-2022, 02:23 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 5,991
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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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12-01-2022, 02:35 PM
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#19
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Moderator
Join Date: Oct 2010
Posts: 10,622
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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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12-01-2022, 02:37 PM
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#20
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 5,991
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Quote:
Originally Posted by sengsational
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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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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