Fidelity Promotions: $2500 Cash, 500 Free Trades, Other Offers

Fidelity is another top stock brokerage firm often compared alongside Charles Schwab, TD Ameritrade, E*TRADE, etc. We rank Fidelity as one of the best stock brokers for Research tools.

They are one of the largest brokers when you’re talking sheer number of clients. Low fees and great features are what Fidelity is all about.

Along with great service, they are always providing very attractive sign-on bonuses and offers for new accounts. I’ll keep up with such promotions below.

While I prefer TD Ameritrade’s ThinkorSwim, Fidelity does have a pretty nice platform in Active Trader Pro.

Now, on to the promotions…

500 Free Trades For 2 Years

Get up to 500 free trades for 2 years when you open and fund a Fidelity IRA or brokerage account or add new money to an existing one.

• No stated expiration for offer
• IRA or Brokerage account eligible for promo
• New AND Existing Fidelity accounts eligible

Trades Earned	Deposit Amount	Access to Active Trader Pro
300	$50,000-$99,999	Yes
500	$100,000+	Yes

Offer Terms:

• This offer is valid for new or existing Fidelity customers.
• In order to receive the commission-free trades, you must designate an existing eligible Fidelity IRA or brokerage account or open and fund a new eligible Fidelity IRA or brokerage account with net new assets.
• Deposits of $50,000-$99,999 will receive 300 free trades, and deposits of $100,000 or more will receive 500 free trades.
• Trades must be used within 2 years of being credited to the customer’s account.
• Commission-free trades must be designated to the one account receiving the qualifying assets or amount, and are limited to online domestic equities and options trades.
• Options trades are limited to 20 contracts or less per trade; for orders beyond these limitations, standard commission rates apply.
• No cash compensation will be given for any unused commission-free trades.
• Offer is nontransferable, limited to one per individual per rolling 12 months and may not be combined with other offers.
• Fidelity reserves the right to modify these terms and conditions or terminate this offer at any time.
• To be eligible, customers must register online at www.fidelity.com/ATP500free or through a representative.
• New accounts or designated eligible accounts must be funded within 60 days (“qualification period”).
• Cash, eligible securities, and/or margin debit balance transfers from multiple sources will be aggregated to determine total account funding; assets will be valued at the time Fidelity receives them.
• Allow up to seven business days for assets to be registered in the system.
• Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, Electronic Funds Transfer, ADM deposit, etc.); rollovers from a former employer’s Fidelity record kept workplace savings plan are treated as coming from an external source for purposes of this offer.
• Net new assets mean external new money in minus money out, including distributions and transfers, during the qualification period.
• Account holders must maintain a minimum account balance of $50,000 of net new assets for this free trade offer (minus any losses related to trading or market volatility) for at least nine months from the date on which the trades are credited to the account, otherwise commission charges may be incurred retroactively on free trade executions based on the applicable commission rate under Fidelity’s Commission & Fee Schedule.
• Eligible accounts include non-retirement (Individual or Joint) or Fidelity IRA (Rollover IRA, Traditional IRA, Inherited IRA, Roth IRA, SEP-IRA) accounts in which individual security trading is not prohibited and which meet the minimum account opening or funding requirements.
• The promotion is not available for the following account types/products: business accounts (including those opened by union officials); trust accounts; fiduciary accounts (including custodial accounts, estate accounts); non-prototype accounts; college investment trust accounts; 529 college savings plan accounts; Fidelity accounts managed by Strategic Advisers, Inc. (i.e. Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments; annuities; and Stock Plan Services accounts.
• Offer is not valid for non-U.S. residents; persons employed by FINRA or a securities organization in a regulatory capacity; employees of Fidelity, its affiliates, and members of their immediate families and households, or the media who cover financial services. Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction’s laws and institution’s internal policies.

Get Up To $2500 Deposit Bonus!

*Fidelity has taken down several offers including this one; check the link below for updates

Earn up to a $2500 deposit bonus when you open and fund a Fidelity IRA or brokerage account or add new money to an existing one.

• IRA or Brokerage account eligible for offer
• Offer valid for new OR existing Fidelity accounts
• You must fund within 60 days of registering for the offer
• Bonus amount determined by deposit amount ($200 to $2500)
• No stated expiration for offer

Deposit Amount	Cash Bonus
$50,000	$200
$100,000+	$300
$250,000+	$600
$500,000+	$1200
$1,000,000+	$2500

Important Terms:

• Offer is nontransferable, limited to one per individual per rolling 12 months, and may not be combined with other offers.
• Customers must register at rewards.fidelity.com/offers/depositbonus.
• New accounts or designated eligible accounts must be funded within 60 days (“the qualification period”).
• Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.).
• Rollovers from a former employer’s Fidelity-record kept workplace savings plan are not eligible for this offer.
• Cash, eligible securities, and/or margin debit balance transfers from external sources will be valued at the time Fidelity receives them.
• Cash bonus will be calculated on net deposits into any qualifying accounts over the qualification period from the time of registration for the offer.
• For purposes of this offer, net deposits shall mean total external deposits or transfers (including cash, eligible securities and/or margin debit balance transfers) minus assets withdrawn or transferred out of the accounts within the qualification period.
• Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) at Fidelity for at least nine months from the date on which the bonus award is credited to the account, or Fidelity may charge the account the cost of the bonus award.
• In addition, account holders must not use qualifying deposits to purchase insurance or annuity products offered or distributed by Fidelity within 60 days of receiving a bonus award, or Fidelity may charge the account the cost of the bonus award.
• Please allow 2-4 weeks after the qualification period for the bonus award to be credited to your account.
• Eligible accounts for this offer include nonretirement (individual or joint) or Fidelity IRA (rollover IRA, traditional IRA, Roth IRA, SEP-IRA) brokerage accounts which meet the minimum funding requirements for this offer.
• Inherited IRA accounts are not eligible.
• The promotion is not available for the following account types/products: mutual fund only accounts; business accounts (including those opened by union officials); trust accounts; fiduciary accounts (including custodial accounts, estate accounts); college investment trust accounts; 529 college savings plan accounts; annuities; Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments, and Stock Plan Services accounts.
• Offer is not valid for non-U.S. residents; persons employed by FINRA or a securities organization in a regulatory capacity; employees of Fidelity, its affiliates, and members of their immediate families and households, or the media who cover financial services.

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$500 Apple Gift Card Promo

*Fidelity has taken down several offers including this one; check the link below for updates

Earn an Apple Gift Card valued up to $500 when you open and fund a non-retirement brokerage account or add new money to an existing one.

• Offer tends to expire and renew periodically
• Non-retirement Brokerage accounts are eligible for offer
• New AND Existing accounts eligible
• Deposit $75,000+ for a $300 Apple Gift Card
• Deposit $150,000+ for a $500 Apple Gift Card

Terms:

• This offer is valid for new or existing Fidelity customers.
• In order to receive an Apple® Store Gift Card (“Gift Card”), which can be redeemed at any Apple Store®, you must designate an existing eligible Fidelity non-retirement brokerage account or open and fund a new Fidelity non-retirement brokerage account.
• Deposits of $75,000 to $149,999 may receive a $300 Gift Card and deposits of $150,000 or more may receive a $500 Gift Card.
• Offer is nontransferable, limited to one per individual per rolling 12 months, and may not be combined with other offers.
• Customers must register at www.fidelity.com/apple.
• New accounts or deposits into existing accounts must be funded within 60 days of registration.
• Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.).
• Cash, eligible securities and/or margin debit balance transfers from external sources will be aggregated to determine total account funding over the 60-day period following offer registration and assets will be valued at the time Fidelity receives them.
• Net new assets means external new money in minus money out, including distributions and transfers within the qualification period.
• Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility) for at least nine months from the date on which the Gift Card is issued, otherwise Fidelity may charge the account the cost of the Gift Card.
• In addition, account holders must not use qualifying deposits to purchase insurance or annuity products offered or distributed by Fidelity within 60 days of receiving a bonus award, or Fidelity may charge the account the cost of Gift Card.
• Gifts Card will be mailed via United States Postal Service to the mailing address on the eligible Fidelity account.
• Allow four to six weeks from date of qualification for delivery.
• Eligible accounts for this offer include non-retirement (individual or joint) Fidelity brokerage accounts which meet the minimum funding requirements for this offer.
• The promotion is not available for mutual fund only accounts, business accounts (including those opened by union officials); trust accounts; retirement accounts, including, among others, Fidelity IRA, Roth IRA, SEP, and SIMPLE accounts; 401(k) and 403(b) workplace retirement plans; fiduciary accounts (including custodial accounts, estate accounts); college investment trust accounts; 529 college savings plan accounts; annuities; Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments, and Stock Plan Services accounts. Offer is not valid for non-U.S. residents; persons employed by FINRA or a securities organization in a regulatory capacity; employees of Fidelity, its affiliates, and members of their immediate families and households, or the media who cover financial services.

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Fidelity Offers Up To A 10% IRA Match

*Fidelity has taken down several offers including this one; check the link below for updates

You can get an annual match bonus of anywhere from 1% to 10% for your Fidelity IRA account with this offer.

• No set expiration for offer
• To receive this offer, select “Open an IRA” or “Fund an existing IRA” or call them at 800-343-3548
• Open a new Fidelity IRA or register an existing one. Please note, rollovers from workplace savings plans are not eligible for this offer.
• Transfer your IRA to Fidelity within 60 days. After 60 days, they’ll set your match rate.
• When you make your annual IRA contributions, they’ll match those contributions up to a total of $1,950 over the next 3 years.
• The match percentage is based on your IRA transfer:

Your IRA transfer	Your annual match
$10,000-$49,999	1.0%
$50,000-$99,999	1.5%
$100,000-$249,999	2.5%
$250,000-$499,999	5.0%
$500,000 and above	10%

*Don’t forget to check out all available stock broker promotions on my list here

*You may also be interested in offers on our Bank Promotions Page

• Brokerage Bonuses And Investment Promotions, July 2019
• Best Online Brokerages For Stock Trading, July 2019
• Ally Invest $3,500 Bonus Cash And Free Trades Offer, July 2019
• TD Ameritrade $600, $1000, $1500, $2500 Cash Bonuses For July 2019
• Charles Schwab Brokerage Promotions, Bonuses And Offers
• E*Trade Brokerage Promotions & Bonuses: $2,500 In Cash
• Fidelity Promotions: $2500 Cash, 500 Free Trades, Other Offers
• Merrill Edge Review: $600 And Free Trades Promotions
• TradeStation Promotions: $1,500 In Commission Rebates!

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Chase Private Client	$1,250 Cash	Review
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Huntington 5 Checking	$200 Cash	Review
Huntington Asterisk-Free Checking	$150 Cash	Review
Huntington Unlimited Plus Business Checking	$500 Cash	Review
Huntington Unlimited Business Checking	$400 Cash	Review
Chase College Checking℠	$100 Cash	Review
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