Updated. Fidelity Investments is offering a for opening a Fidelity taxable brokerage account (“The Fidelity Account”), Cash Management Account (“CMA”), Roth IRA, or traditional IRA. You can also do the “Starter Pack” (Fidelity Account + CMA), but you can also open just a single account of any type. Hat tip to reader Chuck.
Open with the promo code FIDELITY100 and deposit $50 or more within 15 calendar days after opening your account. Fidelity will give you a $100 bonus within 25 days after opening your account. You must then 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.
Per the , this is available to both new and existing customers who haven’t taken advantage of this offer before. Basically, you can already have other Fidelity accounts; they just want you to open an additional new account. You just can’t have done this bonus before.
This offer is valid for new or existing Fidelity Brokerage Services LLC or Fidelity Personal and Workplace Advisors LLC (“Fidelity”) customers who open through the following link https://www.fidelity.com/go/starter-pack and fund a new, eligible Fidelity account with a minimum of $50 on or after 3/9/2023 and have not otherwise previously taken advantage of Fidelity’s $50 for $100 cash offer, or Fidelity’s $50 for $150 cash offer. Offer is limited to one bonus award per individual.
You should receive a confirmation email:
As a confirmation of your registration, an email will be sent to the email address you provided during the account opening process after the eligible account has been established in good order.
Right now, I don’t know of any alternative Fidelity bonuses for transferring over new account assets from another broker.
This is a relatively simple and straightforward bonus, and the Fidelity Account offers solid customer service and a good feature set (decent cash sweep, no stock/ETF commissions, ability to buy Treasury bonds and brokered CDs). I would personally much rather trade stocks at Fidelity than deal with Robinhood customer service, for example. There are also bonuses available for their fintech Bloom and Youth brokerage accounts (13-17yo).
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