Find new Fidelity promotions, bonuses, and offers for trading stocks, ETFs, bonds, options and mutual funds here.
You can qualify for $100 bonus with brokerage account, Cash Management account, or IRA. You can open a Youth Account for $50 bonus for your kids and up to $86 with Bloom.
Table of Contents
- 1 About Fidelity Promotions
- 2 Fidelity $100 Brokerage, IRA, Cash Management Bonus
- 3 How To Earn The Bonus
- 4 Fidelity Youth Account $150 Bonus
- 5 How To Earn The Bonus
- 6 Fidelity Bloom $86 Bonus
- 7 How To Earn The Bonus
- 8 Fidelity Create a Goal $25 Bonus
- 9 How To Earn The Bonus
- 10 (Expired) Fidelity Brokerage Account: Earn up to $5,000
- 11 Bottom Line
About Fidelity Promotions
If you’re currently looking for better ways to invest your money, Fidelity offers you a platform where you can manage your investments and trade as low as $0 commission per trade.
Their trading experience allows investors to manage their own accounts, access their own portfolios, and make trades seamlessly across multiple devices. Access your account on-the-go with mobile and tablet apps for iPhone and Android.
I’ll review Fidelity below.
Fidelity $100 Brokerage, IRA, Cash Management Bonus
- What You’ll Get: $100 bonus
- Account Type: Cash Manage, Brokerage, or IRA
- Availability: Nationwide
- Direct Deposit Required: No
- Credit Inquiry: Soft pull (make sure not to opt in for margins on the brokerage account)
- ChexSystem: Unknown
- Credit Card Funding: None
- Monthly Fee: $0
- Early Account Termination Fee: None listed
- Household Limit: None listed
(No Expiration Date)
| Additionally, you may want to compare this offer to J.P. Morgan Self-Directed Investing (Up to $625 Cash), Axos Self Directed Trading ($200 Cash), TradeStation ($150 Cash), and WeBull (12 Free Stocks). |
How To Earn The Bonus
EARN THE BONUSACCOUNT FEATURESFINE PRINT
- In order to receive the $100 bonus, users must complete the following steps:
- Use promo code FIDELITY100 when opening the Fidelity Starter Pack, The Fidelity Account®, a Fidelity® Cash Management Account, Roth IRA, or traditional IRA.
- Deposit $50 or more within 15 days after opening your account.
- Receive your $100 cash reward within 25 days after opening your account.
- Fidelity® Cash Management Account (FCMA)
- Save
- Spend
- Invest on my own
- No account fees or minimums
- Fidelity Account
- Invest on my own
- $0 commission for online US stock, ETF, and option trades
- Dollar-based investing
- No account fees or minimums to open
- Traditional IRA
- Contributions may be tax-deductible
- Earnings grow tax-deferred
- Pay taxes when you withdraw
- No account fees or minimums to open
- Roth IRA
- Contribute already-taxed money
- Let potential earnings grow tax-free
- No account fees or minimums to open
- Use the offer code FIDELITY100 to register for the offer.
- Fund the account with a minimum of $50 (“net deposit’) from an external, non-Fidelity source.
- The net deposit at the end of the 15 calendar days after account opening (“the qualification period”) must be at least $50.
- 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.
- 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.
- Eligible accounts include The Fidelity Account, Fidelity Cash Management Account, Fidelity Roth IRA, or a Fidelity traditional IRA. No other accounts are eligible for this offer.
- For individuals who open a Roth or traditional IRA account, in order to be eligible to contribute to the IRA (traditional or Roth) you will need to have earned income at least equal to any IRA contribution made for 2021. Individuals who max out their contribution for the calendar year are also not eligible for the bonus award. If an individual has no earned income, they will not be eligible to make contributions to the Roth or traditional IRA and as a result not eligible for the bonus award.
- 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.
Fidelity Youth Account $150 Bonus
Fidelity is offering a $150 bonus when you open a qualified account and meet the requirements!
- Account Type: Fidelity Youth Account
- Availability: Nationwide
- Direct Deposit Required: No
- Credit Inquiry: Soft pull (make sure not to opt in for margins on the brokerage account)
- ChexSystem: Unknown
- Credit Card Funding: None
- Monthly Fee: None
- Early Account Termination Fee: None Listed
- Household Limit: 1
(No Expiration Date)
How To Earn The Bonus
EARN THE BONUSACCOUNT FEATURESFINE PRINT
- $100 for you when you fund a new account with $50
- $50 for your teen when you open a Youth Account
- Free debit card
- Teens get a free debit card, with no subscription fees, no account fees, no minimum balances, and no domestic ATM fees.
- Empowering teens with education
- Teens can access a financial curriculum made just for them—so they can learn about saving, spending, investing, and more.
- Save early
- Investing can help teens take advantage of compounding early to help them grow their money over time.
- Secure app
- Teens can manage their money and invest using Fidelity’s secure mobile app, plus link to payment apps like Venmo and PayPal.
- In order to receive the $100 bonus award, users must complete the following:
- Register for the offer by opening a new, eligible Fidelity account on or after 12/03/2022. The eligible account must be opened through the offer link. Each eligible account has unique features which you should consider prior to opening. This offer does not constitute a recommendation by Fidelity as to which, if any, account is appropriate for your personal situation.
- Use the offer code Fidelity100 to register for the offer.
- Fund the account with a minimum of $50 (“Net Deposit”) from an external, non-Fidelity source.
- The Net Deposit at the end of the 15 calendar days after account opening (“the qualification period”) must be at least $50.
- 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.
- 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.
- Eligible accounts include The Fidelity Starter PackSM (bundled offering including both The Fidelity® Account and the Fidelity® Cash Management Account), The Fidelity Account®, Fidelity® Cash Management Account, Fidelity Roth IRA, or a Fidelity Traditional IRA. No other accounts are eligible for this offer.
- For individuals who open a Roth or Traditional IRA account, in order to be eligible to contribute to the IRA (Traditional or Roth) you will need to have earned income at least equal to any IRA contribution made for the tax year you apply your IRA contribution to. Individuals who max out their contribution for the calendar year are also not eligible for the bonus award. If an individual has no earned income, they will not be eligible to make contributions to the Roth or Traditional IRA and as a result not eligible for the bonus award.
- 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.
- In order to receive the $50 bonus award, users must complete the following:
- Qualify for the offer by opening and activating a new, Fidelity Youth Account on or after 01/24/2022.
- Parents or guardian of the teen must have their own Fidelity brokerage account to start the account opening process.
- Parent or guardian of the teen must initiate the application process and once completed, the teen will receive instructions on how to activate their account.
- A confirmation will be sent out to the teen once the bonus award has been deposited into the teen’s account.
- No further investment or trading is required to qualify for the offer
Fidelity Bloom $86 Bonus
Fidelity Bloom $50 Bonus
Fidelity is offering up to $86 bonus when you open a qualified account and meet the requirements!
Update 1/27/23: Multiple readers are reporting that the 10% back promo, up to $30 back, seems to be working now for a second time. It was initially to be 10% ($30) your first year and then 5% ($15) future years, but they seem to have extended it for everyone to get the 10% again in 2023, even those who got it already in 2022.
- Account Type: Fidelity Bloom
- Availability: Nationwide
- Opening Deposit: Yes, $25+
- Direct Deposit Requirement: No
- Credit Inquiry: Soft pull (make sure not to opt in for margins on the brokerage account)
- ChexSystem: Unknown
- Credit Card Funding: None
- Monthly Fee: None
- Early Account Termination Fee: None Listed
- Household Limit: One
(No Expiration Date)
How To Earn The Bonus
EARN THE BONUSACCOUNT FEATURESFINE PRINT
- In order to receive up to $86 bonus, users must complete the following steps:
- Download and sign up for the Fidelity Bloom app.
- The net deposit at the end of the 7 calendar days after the initial funding date must be at least $25.
- You will then receive a $50 bonus as a reward.
- Get an extra $6 in offers: $1 for linking an account and $5 for checking out their cash back options.
- Deposit an additional $275 ($300 total) before the end of 2022 and you’ll get an additional $30 bonus with the match bonus.
- Receive up to 25% cash back into your Fidelity Bloom Save account when you shop in-app with 1,100+ participating retailers.
- Receive a 10% match from Fidelity—on your first $300 of deposits into your Fidelity Bloom Save account.
- Earn a 10-cent reward into your Fidelity Bloom Save account every time you use your Fidelity Bloom debit card.
- Take advantage of other exclusive opportunities to earn more.
- Fidelity Bloom $50 Offer Terms and Conditions: This offer is valid for new or existing Fidelity Brokerage Services LLC (“Fidelity”) customers who open a new Fidelity Bloom Spend account and Fidelity Bloom Save account on or after 6/13/2022 in the Fidelity Bloom app and fund with a minimum of $25. Offer is limited to one cash award per individual.
- To receive the $50 cash award, the following must occur:
- You register for the offer by opening the Fidelity Bloom Spend and Fidelity Bloom Save accounts and make an initial deposit in either account (your “initial funding date”) on or after 06/13/2022. The Fidelity Bloom accounts must be opened within the Fidelity Bloom app.
- The Net Deposit at the end of the 7 calendar days after the initial funding date (“the qualification period”) must be at least $25.
- 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.
- The only eligible accounts for this offer are the Fidelity Bloom Spend account and the Fidelity Bloom Save account. Both accounts are opened for Fidelity Bloom customers. Each eligible account has unique features which you should consider prior to opening. This offer does not constitute a recommendation by Fidelity as to which, if any, account is appropriate for your personal situation.
- The cash award will be deposited directly to the Fidelity Bloom Save account within 10 calendar days after the qualification period.
- Amounts deposited by Fidelity in the form of the cash award will be initially held in the eligible account’s core position. You will be provided information regarding the available core positions for the account type you select during the account opening process. You have 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.
- You could lose money by investing in a money market fund. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Before opening an account and selecting a money market fund as your core position, read the money market fund’s prospectus for policies specific to that fund. A copy of this prospectus will be made available to you during the account opening process.
- This offer is nontransferable and limited to $50 per individual.
- This 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. Individuals subject to backup withholding may not be eligible for the offer.
- Cumulative cash awards credited to taxable accounts associated with your social security number or tax identification number, including this offer, other offers available within the Bloom app and those made by a Fidelity affiliate totaling $600 or more within a calendar year will appear on your consolidated Form 1099. You are encouraged to consult with your tax professional about appropriate tax reporting and treatment relating to this cash award and the deposit of the cash award in your account. Any taxes resulting from the cash award are your responsibility.
Fidelity Create a Goal $25 Bonus
Fidelity is offering a $25 bonus when you create a goal.
- Account Type: Fidelity Account
- Availability: Nationwide
- Direct Deposit Required: No
- Credit Inquiry: Soft pull (make sure not to opt in for margins on the brokerage account)
- ChexSystem: Unknown
- Credit Card Funding: None
- Monthly Fee: None
- Early Account Termination Fee: None Listed
- Household Limit: None listed
(Expires 01/31/2023)
How To Earn The Bonus
EARN THE BONUSFINE PRINT
- 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.
| PROMOTIONAL LINK | OFFER | REVIEW |
| J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
| Axos Self Directed Trading | $200 Cash | Review |
| TradeStation | $150 Cash & free trades | Review |
| M1 Finance | Up to $2,000 Cash & free trades | Review |
| WeBull | 12 Free Stocks & free trades | Review |
| SoFi Invest | $25 Bonus and free trades | Review |
| TD Ameritrade | $0 Commission Trades | Review |
(Expired) Fidelity Brokerage Account: Earn up to $5,000
Fidelity is current offering new account holders earn up to a $5,000 deposit bonus when you open and fund $5 Millions+ to a Fidelity IRA or Brokerage Account or add new money to an existing one.
Fidelity Brokerage Bonus Breakdown
| Bonus Amount: | Deposit or Transfer Amount: |
|---|---|
| $5,000 | Deposit $5,000,000 |
| $3,500 | Deposit $2,500,000 to $4,999,999 |
| $2,500 | Deposit $1,000,000 to $2,499,999 |
Bottom Line
Here, you can find all the Fidelity promotions offered. Fidelity, although a new face to the brokerage market, has exceeded exceptionally in their various financial products.
Along with Fidelity, other popular brokerage bonuses include Ally Invest, J.P Morgan Self-Directed Investing, and TD Ameritrade.
You can perform self-directed trading if you’d like to challenge your investments and have more control of your own account. Or you can always use their managed portfolios where you will have professional assistance with managing your investments.
This way, they can help you reach your ideal goals. Fidelity also offers a range of automated commission-free portfolios that utilizes EFTs. These can diversify your investments across a spread of asset classes.
Bookmark this page and check back often for Fidelity promotions, bonuses, and offers.
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I am told that Fidelity has a AIP (Alternative Investment Platform) and I was ready to move my eT IRA to Fidelity. Only to find out that the Fidelity incentive is not longer valid, I stopped the idea. I am waiting for a new promotion be available so that I could move the find from eT to Fidelity. However, the information above illustrates that it will need to move over $1MM to receive $2,500. I believe this is a very high threshold to meet?
Fidelity offered me a $2500 retention bonus to not move my account to a Schwab or Etrade or TD Ameritrade who have a zero dollar commissions.. When I tried to get the offer & emailed my financial consultant at Fidelity they welched on the offer.
Your information is outdated. There is no cash offer from Fidelity
Fidelity is telling me this offer of cash is expired?
Fidelity is fraudulent, they offered me 300 free trades, I deposited 160,000 and never received the free trades.
I agree, they offered me a $2500 retention bonus then welched on the offer when I started using email.