Fidelity Brokerage: Create A Goal & Get $25 Bonus - Ends 12/31/22

Fidelity Brokerage: Create A Goal & Get $25 Bonus – Ends 12/31/22

This post contains references to products from one or more of our advertisers. We may receive compensation when you click on links to those products. Terms apply to the offers listed on this page. For an explanation of our Advertising Policy, visit this page.

Contents

1 Offer Details
2 Terms
3 Bottom Line

Fidelity is offering a $25 bonus to customers who open a new, eligible Fidelity account between September 6, 2022 and December 31, 2022, and create a Goal between December 2, 2022 and December 31, 2022.

Offer Details

This offer is valid for new or existing Fidelity Brokerage Services LLC (“Fidelity”) customers who previously opened or open a new, eligible Fidelity account between September 6, 2022 and December 31, 2022, and create a Goal between December 2, 2022 and December 31, 2022.

Eligible accounts include The Fidelity Account®, and Fidelity® Cash Management Account. No other accounts are eligible for this offer. If you opened more than one eligible account, the bonus award will be deposited into The Fidelity Account®. Offer is limited to one bonus award per individual.

OFFER LINK

Terms

In order to receive the $25 bonus award, the following conditions apply:

You must create a Goal between December 2, 2022 and by December 31, 2022.
For purposes of this offer, “Create a Goal” shall mean clicking “Create your Goal” on the New Account Checklist Banner, choosing the Goal you wish to create, and following the steps until you reach and click on “View Analysis”, “View Results”, or “Get Results” on the respective Goal. Once you are redirected to the results page, you will be registered for the bonus award.
You must create a Goal from the New Account Checklist banner, those who create a Goal without visiting the New Account Checklist banner will not receive a bonus award.
The New Account Checklist banner can be accessed either through your “Welcome to Fidelity” email, or by logging into Fidelity.com, going to the Portfolio Summary page, and clicking on your New Account Checklist.
Goals created before December 2, 2022 do not qualify; however, provided you have opened a new eligible account between September 6, 2022 and December 1, 2022, you may enter a new Goal and qualify for the bonus award.
The Goal must be created by December 31, 2022.
Account holders must maintain the bonus award (minus any losses related to trading or market volatility, or margin debit balances) in the account for at least 90 days from the date on which the bonus award is credited to the account. Fidelity may charge accounts that fail to comply with this requirement the cost of the bonus award.
There are no funding requirements to receive your bonus award.

The bonus award will be deposited directly to the eligible account by 01/31/2023 and will be initially held in the eligible account’s core position. You were provided information regarding the available core positions for the account type you selected during the account opening process. Depending on the account type you selected, you may have had the option of selecting a money-market fund sponsored by a Fidelity affiliate as your core position. No further investment or trading is required to qualify for the offer.