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Open Eligible Fidelity Investment Account + Deposit $50+ & Get Expired

$150 Cash Reward
+359 Deal Score
189,287 Views
Update: This popular deal is still available.

Black Friday & Cyber Monday Exclusive Offer. Offer ends 12/2

Fidelity is making their best offer of the year with an exclusive holiday bonus of $150 when you open a new eligible investment account and deposit $50 or more.

Thanks to Slickdeals Staff Member VioletHaddock489 for sharing this deal.

Open an account today and jump into investing with the Fidelity Starter Pack℠.

What's in the Fidelity Starter Pack℠?
The Fidelity Starter Pack℠ includes two brokerage accounts – one for everyday investing and another for everyday spending. PLUS, access to educational resources such as articles to help you learn the basics of investing, on-demand investing webinars, and podcasts to learn about the market and stay up to date.

Note: Offer applies to The Fidelity Account®, Fidelity® Cash Management Account, Roth IRA, or Traditional IRA accounts. $150 cash reward must be kept in the account for a minimum of 90 calendar days. Offer is valid for new customers only.

Deal Instructions:
  1. Go to the Fidelity offer page
  2. Select your desired Fidelity Account:
    • The Fidelity Account®
    • Fidelity® Cash Management Account
    • Roth IRA
    • Traditional IRA
  3. Proceed through the form until you reach the Personal Information section
  4. Apply promo code FIDELITY150 during the signup process
  5. Continue through the account-creation process and complete your account
  6. Make your deposit of $50 or more within 15 Days
  7. Fidelity will deposit $150 into the account within 25 calendar days after opening your account
    • Note: you must keep the $150 cash reward (minus any losses related to trading or market volatility, or margin debit balances) in the eligible account for a minimum of 90 calendar days starting from when you receive the reward.
Slickdeals is not registered as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended, and nothing in the materials on this page should be construed as advice concerning securities, the advisability of investing in, purchasing, or selling securities, or the merits of any investment adviser or investment product.

Slickdeals may be compensated by Fidelity

Original Post

Written by
Edited December 1, 2022 at 04:38 PM by
Black Friday & Cyber Monday Exclusive Offer. Offer ends 12/2

Fidelity is making their best offer of the year with an exclusive holiday bonus of $150 when you open a new eligible investment account and deposit $50 or more.

Open an account today and jump into investing with the Fidelity Starter Pack℠.

What's in the Fidelity Starter Pack℠?
The Fidelity Starter Pack℠ includes two brokerage accounts – one for everyday investing and another for everyday spending. PLUS, access to educational resources such as articles to help you learn the basics of investing, on-demand investing webinars, and podcasts to learn about the market and stay up to date.

Note: Offer applies to The Fidelity Account®, Fidelity® Cash Management Account, Roth IRA, or Traditional IRA accounts. $150 cash reward must be kept in the account for a minimum of 90 calendar days. Offer is valid for new customers only.

Deal Instructions:
  1. Go to the Fidelity offer page [fidelity.com]
  2. Select your desired Fidelity Account:
    • The Fidelity Account®
    • Fidelity® Cash Management Account
    • Roth IRA
    • Traditional IRA
  3. Proceed through the form until you reach the Personal Information section
  4. Apply promo code FIDELITY150 during the signup process
  5. Continue through the account-creation process and complete your account
  6. Make your deposit of $50 or more within 15 Days
  7. Fidelity will deposit $150 into the account within 25 calendar days after opening your account
    • Note: you must keep the $150 cash reward (minus any losses related to trading or market volatility, or margin debit balances) in the eligible account for a minimum of 90 calendar days starting from when you receive the reward.

Slickdeals is not registered as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended, and nothing in the materials on this page should be construed as advice concerning securities, the advisability of investing in, purchasing, or selling securities, or the merits of any investment adviser or investment product.

Slickdeals may be compensated by Fidelity
in Finance Fidelity
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Deal
Score
+359
189,287 Views
$150 Cash Reward
These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, airline or hotel chain, and have not been reviewed, approved or otherwise endorsed by any of these entities.

319 Comments

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Featured Comments

"...and have not otherwise previously taken advantage of Fidelity's $50 for $100 cash offer."
FOR CONTEXT : I am a current fidelity customer. I've had an account with them for a few years now, never participated or received any promo offers.

Roughly 12 hours ago I opened one of the qualifying accounts with the promo code. This morning I received an email confirming my eligibility of the the $150 promo and confirmation of the details previously listed.
Can we open these for kids?

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Joined Jun 2019
L2: Beginner
> bubble2 2,162 Posts
503 Reputation
Pro
Fanime
12-02-2022 at 07:12 PM.
12-02-2022 at 07:12 PM.
Created a goal for the $25 bonus. Only The Fidelity Account and Cash management accounts qualify for the bonus though.
Reply
Joined Nov 2011
L3: Novice
> bubble2 164 Posts
114 Reputation
kingofking
12-02-2022 at 07:42 PM.
12-02-2022 at 07:42 PM.
why am I getting this?
We can't open your account because we couldn't verify the information you entered. This may be due to a typo, or sometimes happens if this is one of your first financial accounts.
Reply
Last edited by kingofking December 2, 2022 at 07:47 PM.
Joined Jun 2019
L2: Beginner
> bubble2 2,162 Posts
503 Reputation
Pro
Fanime
12-02-2022 at 07:49 PM.
12-02-2022 at 07:49 PM.
Quote from kingofking :
why am I getting this?
We can't open your account because we couldn't verify the information you entered. This may be due to a typo, or sometimes happens if this is one of your first financial accounts.
It's a message provided when the verification process cannot identify you based on the information you entered. Best option would be to call them.
Reply
Joined Dec 2010
L6: Expert
> bubble2 1,686 Posts
167 Reputation
imacheapass
12-02-2022 at 08:34 PM.
12-02-2022 at 08:34 PM.
did anyone get their $150 yet?
1
Reply
Joined Sep 2015
New User
> bubble2 571 Posts
52 Reputation
MichaelP84
12-02-2022 at 09:28 PM.
12-02-2022 at 09:28 PM.
OK so i opened this today, apparently i had an old 401k from a previous employer - year 2015 ($0 balance). I deposited $100 today as well. Am i still eligible to receive the $150 offer?
1
Reply
Joined Mar 2017
L4: Apprentice
> bubble2 385 Posts
70 Reputation
cars123123
12-02-2022 at 09:36 PM.
12-02-2022 at 09:36 PM.
Is the offer available till 12pst or is over?
1
Reply
Joined Jun 2019
L2: Beginner
> bubble2 2,162 Posts
503 Reputation
Pro
Fanime
12-02-2022 at 09:47 PM.
12-02-2022 at 09:47 PM.
Quote from cars123123 :
Is the offer available till 12pst or is over?
Assuming you're not a time traveler, it's still 11:XX EST so the offer would still be valid regardless.
1
Reply

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Joined Mar 2017
L4: Apprentice
> bubble2 385 Posts
70 Reputation
cars123123
12-02-2022 at 10:00 PM.
12-02-2022 at 10:00 PM.
Quote from Fanime :
Assuming you're not a time traveler, it's still 11:XX EST so the offer would still be valid regardless.

Thanks, opened
Reply
Joined Aug 2019
L3: Novice
> bubble2 104 Posts
65 Reputation
aeron-plz
12-03-2022 at 12:31 AM.
12-03-2022 at 12:31 AM.
I applied for the traditional IRA account. Also planning on backdoor transfer the asset over to Roth IRA. Two questions for internet tax experts:

1. Does the bonus count towards the $6k annual ira limit?

2. After conversion, how is tax handled? Should I just do form Form 1099-INT? Or does this trigger the pro rata rule?
Reply
Joined Oct 2007
Sea Glass Goddess
> bubble2 280 Posts
117 Reputation
SeaGlassGoddess
12-03-2022 at 09:19 AM.
12-03-2022 at 09:19 AM.
Quote from Y2k152 :
I see the banner too. I created a new goal and clicked "View Results." I didn't get a confirmation email.

Here's the terms:

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.

Was the banner located on the website or within the email, please? I signed up a few days ago for the $150 bonus with. $50 deposit through a Roth.
Reply
Joined Jun 2019
L2: Beginner
> bubble2 2,162 Posts
503 Reputation
Pro
Fanime
12-03-2022 at 01:36 PM.
12-03-2022 at 01:36 PM.
Quote from SeaGlassGoddess :
Was the banner located on the website or within the email, please? I signed up a few days ago for the $150 bonus with. $50 deposit through a Roth.
ROTH/IRA accounts don't qualify. But it's under New Account Checklist.

Eligible accounts include The Fidelity Account®, and Fidelity® Cash Management Account. No other accounts are eligible for this offer.
Reply
Last edited by Fanime December 3, 2022 at 01:40 PM.
Joined Nov 2014
L4: Apprentice
> bubble2 390 Posts
75 Reputation
low_ball_88
12-04-2022 at 10:49 AM.
12-04-2022 at 10:49 AM.
Quote from fanime :
it's a message provided when the verification process cannot identify you based on the information you entered. Best option would be to call them.
Reply
Joined Sep 2015
New User
> bubble2 571 Posts
52 Reputation
MichaelP84
12-04-2022 at 07:14 PM.
12-04-2022 at 07:14 PM.
how long does it take to get the email confirming the offer?
Reply
Joined Apr 2005
niquey lover
> bubble2 523 Posts
54 Reputation
daflip
12-04-2022 at 10:00 PM.
12-04-2022 at 10:00 PM.
i opened an account the day the promo expired, but i haven't funded it yet.. does the confirmation email get sent even wihtout funding the account? i opened account for my mom she got the confirmation right away and funded 200$ the same day she open an account.
Reply

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Joined Sep 2013
L3: Novice
> bubble2 174 Posts
14 Reputation
SOULV1CE
12-05-2022 at 03:13 PM.
12-05-2022 at 03:13 PM.
I never received my confirmation email about the $150 bonus yet either, so I asked about it via chat. Seems we should see something in 1-2 weeks.
Quote :
Fidelity: Hi! My name is Nelson with Client Services. I understand you are chatting in about confirmation for being enrolled in the Fidelity150 promo. Is that correct?

Me: Yes that is correct. I saw that some users got confirmation email confirming this promo but I havent gotten mine yet. Just wanting to check that I will still get this $150 bonus.

Fidelity: I just checked the registration of your account by looking at copies of your account application, and I can confirm that you properly put in the FIDELITY150 promo code and deposited $50 into the account. You will see the additional funds in 1-2 weeks when our automated system processes the next round of accounts.

Fidelity: You will see a confirmation email when the additional funds are deposited.

Me: Ok great. Thank you for checking and confirming this for me!

Fidelity: No problem. Have a great afternoon!
Reply
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