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New Fidelity Rewards+ for Wealth Management clients
Old 05-31-2020, 11:37 AM   #1
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New Fidelity Rewards+ for Wealth Management clients

I saw a link to this new program when I logged into our Fidelity account this morning. I don't use their Wealth Management services, but if anyone here does, it might be of some interest. One of the nicer perks is higher cash back on the Fidelity Visa.

Fidelity Rewards+SM
Exclusive benefits for Wealth Management clients


From the FAQs:

Quote:
The Fidelity Rewards+ program is available to Wealth Management clients who have $250,000 or more in eligible, professionally managed assets invested in either a Portfolio Advisory Services account, offered through Fidelity® Wealth Services, a separately managed account, offered through Fidelity® Strategic Disciplines, or a combination of the two.
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Old 05-31-2020, 12:06 PM   #2
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So they're collecting big fees from you through Wealth Management and giving you small crumbs back.
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Old 05-31-2020, 12:08 PM   #3
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There’s a free lunch too?
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Old 05-31-2020, 12:15 PM   #4
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Maybe so on the fees. I'm not interested in the Wealth Management services, but if I was already using those services, I'm not sure there's a downside to signing up for the other small crumbs.
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Old 05-31-2020, 12:32 PM   #5
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Cool beans baby, thanks for the heads up! I signed up right now to collect more free stuff!
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Old 05-31-2020, 12:42 PM   #6
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Well, here's a nice perk of the program. A credit card!

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Enroll now and get $75 when you make any Amazon purchase
Be one of the first 10,000 to enroll in Fidelity Rewards+. As a thank you, we'll give you a $75 credit when you make any Amazon purchase using the Fidelity® Rewards Visa Signature® Card.
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Old 05-31-2020, 12:44 PM   #7
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Already have one, now kicking back an extra quarter percent. I buy from Amazon all the time so that $75 will be easy.
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Old 05-31-2020, 12:50 PM   #8
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Awesome RobbieB! I'm glad someone can make some use of this new program.
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Old 06-01-2020, 08:48 AM   #9
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I can't even qualify for the credit card, LOL! I guess they don't look at account balances at Fidelity when making decisions.

I'll probably try again. The last time I applied was in the middle of a obtaining a bunch of Chase cards and probably had too many recent hard inquiries.
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Old 06-01-2020, 09:03 AM   #10
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Quote:
Originally Posted by njhowie View Post
So they're collecting big fees from you through Wealth Management and giving you small crumbs back.
Apparently so. But you can add enough purchases on the CC to counter-balance the wealth management fee.
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