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Fidelity Discounts, Deals and Coupon Codes

YMMV - PSA Fidelity free TurboTax® Online Premier now available to select customers.

1,393 855 January 6, 2020 at 08:56 PM in Occasions (7) Fidelity
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Last Edited by LowRoller January 12, 2020 at 10:49 AM
+13 Deal Score
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Fidelity is once again offering free TurboTax Preimer for select customers. Data points suggest Private Client Group and Active Traders should are it after logging in on desktop version of webpage.

https://www.fidelity.com/
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YMMV - PSA Fidelity free TurboTax® Online Premier now available to select customers.
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Joined Dec 2003
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rvmehta
01-07-2020 at 04:02 PM.
01-07-2020 at 04:02 PM.
Quote from vickh :
use AMZ FSSS credits

Not sure I have any of those. Is that where you sacrifice prime shipping speed to get credits for other stuff?
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Joined Jul 2011
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desi_babu_2010
01-07-2020 at 04:43 PM.
01-07-2020 at 04:43 PM.
Quote from ready2rumble :
I don't know how else to qualify. Have several hundred k in my fidelity accounts but not enough trades and all I have is $20 off
perhaps u need to north of "several 100k"

also..FWIW...i can tell u i have done no where near 120 trades last year..
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Joined Nov 2008
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> bubble2 41 Posts
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CoolguyNJ
01-07-2020 at 05:20 PM.
01-07-2020 at 05:20 PM.
I got it too in my fidelity account. I bought the same at Samsclub for 40 bucks using 15 off 30 using amex card. But this offer is for ONLINE version only. I always use the desktop version on TT.
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Joined Mar 2008
L10: Grand Master
> bubble2 7,106 Posts
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ready2rumble
01-07-2020 at 05:43 PM.
01-07-2020 at 05:43 PM.
Quote from desi_babu_2010 :
perhaps u need to north of "several 100k"

also..FWIW...i can tell u i have done no where near 120 trades last year..
Not sure. I am at about 350k combined, so not sure what else they need. I did take about 100k out earlier this year and move to Chase to take advantage of their Sapphire Checking/investing offer, but that's probably not a big enough deal to matter.
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Joined Jul 2011
NotAsSmartAsIShouldBe
> bubble2 758 Posts
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blueaurora
01-07-2020 at 05:46 PM.
01-07-2020 at 05:46 PM.
20 off TurboTax or HR Block. The 30 off TaxAct.... I'll be skipping all of those.
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Joined Jul 2011
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desi_babu_2010
01-07-2020 at 05:49 PM.
01-07-2020 at 05:49 PM.
Quote from ready2rumble :
Not sure. I am at about 350k combined, so not sure what else they need. I did take about 100k out earlier this year and move to Chase to take advantage of their Sapphire Checking/investing offer, but that's probably not a big enough deal to matter.
IDK...
was reading elsewhere that 1M is required....but that seemed too high..so was estimating a conservative 250k..

maybe we need to star a poll in wiki..for those that got this offer:
..."what range was your balance"

10k-100k
100k-250k
250k-500k
500k-750k
750k-1M
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Joined Jan 2004
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Original Poster
seawolf
01-07-2020 at 05:56 PM.
01-07-2020 at 05:56 PM.
Quote from ready2rumble :
I don't know how else to qualify. Have several hundred k in my fidelity accounts but not enough trades and all I have is $20 off
Quote from desi_babu_2010 :
IDK...
was reading elsewhere that 1M is required....but that seemed too high..so was estimating a conservative 250k..

maybe we need to star a poll in wiki..for those that got this offer:
..."what range was your balance"

10k-100k
100k-250k
250k-500k
500k-750k
750k-1M
I speculate the criteria is Active Trader OR >$1 million in non-401(k). Been with Fidelity for a long time and only started getting this last couple of years after getting the $1 million in assets.
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Last edited by seawolf January 7, 2020 at 05:58 PM.

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Joined Feb 2008
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> bubble2 1,600 Posts
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rotorrocket
01-07-2020 at 05:56 PM.
01-07-2020 at 05:56 PM.
Federal is like a 1040ez anymore with the greatly increased standard deduction. State is still a PITA
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Joined Jul 2011
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desi_babu_2010
01-07-2020 at 05:57 PM.
01-07-2020 at 05:57 PM.
Quote from seawolf :
IME, I think the criteria is Active Trader OR >$1 million in non-401(k).
thats another criteria...non 401k....what about 1M in ira?
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Joined Apr 2017
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publicpersona
01-07-2020 at 05:59 PM.
01-07-2020 at 05:59 PM.
Quote from seawolf :
IME, I think the criteria is Active Trader OR >$1 million in non-401(k).
All good guesses, but that's all we can do is guess. I can tell you, though, that my total assets at Fidelity in non-retirements accounts amounts to one penny.
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Joined Apr 2017
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publicpersona
01-07-2020 at 06:01 PM.
01-07-2020 at 06:01 PM.
Quote from CoolguyNJ :
But this offer is for ONLINE version only. I always use the desktop version on TT.
The offer as stated on the Fidelity site says online. However, once you take the link you can scroll to the bottom and take another link for the desktop versions. That's what I use as well.
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Joined Nov 2011
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SamsungS21
01-07-2020 at 06:15 PM.
01-07-2020 at 06:15 PM.
Also free if you drive for lyft or uber
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Joined Aug 2007
L5: Journeyman
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zeugma
01-07-2020 at 08:49 PM.
01-07-2020 at 08:49 PM.
Fuqqq this, it's not a deal, it is available every year to a very limited number of people.
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Joined Mar 2009
L5: Journeyman
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GroovyGeek
01-07-2020 at 10:03 PM.
01-07-2020 at 10:03 PM.
Can anyone explain the logic of this move? Offering a $40 discount to a "high value" client? Why would you give the slightest fark about $40 if you have >$1M in no retirement investable assets? And let's dispense with platitudes that "this is how you become a millionaire".
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Last edited by GroovyGeek January 7, 2020 at 10:05 PM.

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Joined Jan 2004
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Original Poster
seawolf
01-07-2020 at 10:29 PM.
01-07-2020 at 10:29 PM.
Quote from GroovyGeek :
Can anyone explain the logic of this move? Offering a $40 discount to a "high value" client? Why would you give the slightest fark about $40 if you have >$1M in no retirement investable assets? And let's dispense with platitudes that "this is how you become a millionaire".
Brokerages services are a commodity especially if you are a passive investor (eg execution speed means nothing if you trade a couple of times a year).

Now that commission are $0, that's one less item to differentiate Fido from Schwab from etrade to Vanguard etc.

Majority of high net worth will likely have to file taxes so this would have value to most people. Low cost move to differentiate Fido from other brokerages.
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