Fidelity is now offering up to 10% IRA match when you move your IRA assets to a Fidelity IRA. You get between 1% to 10% match of your future contribution for 3 years if you roll over $10,000+ to them. The matching promotion is valid for both new and existing Fidelity customers for only IRAs and not other account types. To get the maximum bonus of 10%($1950), you will need to transfer at least $500,000 to a Fidelity IRA.
Table of Contents
Fidelity Match’s Bonus Breakdown:
- Transfer $10,000, get 1% match
- Transfer $50,000, get 1.5% match
- Transfer $100,000, get 2.5% match
- Transfer $250,000, get 5% match
- Transfer $500,000, get 10% match
Fidelity Account Features:
- $7.95 per trade for all equity trades.
- 30 iShares commission free ETFs.
- Broad range of investment choices, including stocks, ETFs, bonds, and options, more than 4,700 Fidelity and non-Fidelity mutual funds.
- Fidelity Investment Rewards Visa Card with cash back rewards directly into a brokerage account.
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Fidelity 10% IRA Match Bonus Information:
- Sign up Offer
- Account Type: IRA
- Availability: Nationwide
- Expiration Date: None
- Online Trades: $7.95 per trade
- Hard Inquiry: No, Soft pull only. Hard pull if you apply for margin.
- Monthly Fee: $0.
- Additional Requirements: Must transfer $500K or more for the maximum 10% match bonus.
- Closing Account Fee: None
Other terms include qualifying transfers must be rollovers or transfers from non-Fidelity IRAs. It’s not available for direct rollovers from workplace savings plans. The bonus promotion is good for new and existing Fidelity IRA customers. You are limited to one offer per individual per rolling 12 months and cannot be combined with any other offer. Make sure to fund your new account with at least one qualifying direct deposit within 60 days of registration. Register today for this Fidelity IRA 10% match promotion. Find all of Brokerage Account Promotions now!
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