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Free $150 from Fidelity
Old 12-01-2022, 09:58 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, 10:02 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
Quote:
...and have not otherwise previously taken advantage of Fidelity's $50 for $100 cash offer

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Old 12-01-2022, 10:35 AM   #3
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Quote:
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, 10:50 AM   #4
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Originally Posted by Go-NoGo View Post
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, 10:56 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, 11:01 AM   #6
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Originally Posted by Sunset View Post
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, 11:06 AM   #7
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Originally Posted by njhowie View Post
"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, 11:11 AM   #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, 11:25 AM   #9
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Did it!

Thanks Tenant.
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Old 12-01-2022, 11:28 AM   #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, 12:07 PM   #11
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Thanks, Easy Money!!!
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Old 12-01-2022, 12:24 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, 12:54 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, 01:03 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, 01:17 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, 01:50 PM   #16
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Quote:
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, 02:22 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, 02:23 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, 02:35 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, 02:37 PM   #20
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Originally Posted by sengsational View Post
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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