The Offer
- Fidelity is offering a $25 bonus to customers who 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.
The Fine Print
- 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.
Our Verdict
Looks like the offer isn’t valid for anybody that signed up for the $100 or $150 bonus, meaning most (if not all) readers will be ineligible.
Hat tip to reader Lulu