Fidelity IRA or Brokerage Account up to $2,500 Bonus on New and Existing Accounts

Fidelity is offering up to $2,500 in bonus cash when you open and fund a Fidelity IRA or brokerage account or add to an existing one.

For a limited time, you’ll earn up to a $2,500 deposit bonus when you open and fund a Fidelity IRA or brokerage account or add new money to an existing one.

Deposits of $50,000 to $99,999 may receive $200, deposits of $100,000 to $249,999 may receive $300, deposits of $250,000 to $499,999 may receive $600, deposits of $500,000 to $999,999 may receive $1,200, and deposits of $1,000,000 or more will receive $2,500.

Just open a Fidelity account and/or complete the qualifying funding within 60 days of registration to earn up to $2,500 in bonus rewards.

Check out this Fidelity IRA or Brokerage Promo for new or existing Fidelity customers.

How To Qualify for Fidelity Promotion

You must register at

New accounts must be opened and funded within 60 days of registration.

Eligible accounts for this offer include nonretirement (individual or joint) or Fidelity IRA (rollover IRA, traditional IRA, Roth IRA, SEP-IRA) brokerage accounts which meet the minimum funding requirements for this offer.

The promotion is not available for business accounts (including those opened by union officials); trust accounts; fiduciary accounts (including custodial accounts, estate accounts); college investment trust accounts; 529 college savings plan accounts; annuities; Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments, annuities, and Stock Plan Services accounts.

This offer is not valid for non-U.S. residents; persons affiliated with FINRA, a securities exchange or its members; employees of Fidelity, its affiliates, and members of their immediate families and households, or the media.

Promotional Details

In order to receive the cash bonus, you must designate an existing eligible Fidelity brokerage IRA or brokerage account or open and fund a new eligible Fidelity brokerage IRA or brokerage account.

Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.).

Rollovers from a former employer’s Fidelity-record kept workplace savings plan are not eligible for this offer.

Cash, eligible securities, and/or margin debit balance transfers from external sources will be valued at the time Fidelity receives them.

The cash bonus will be calculated on net deposits into the qualifying account over a 60-day period from the time of registration for the offer.

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.

Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) for at least 9 months from the date on which the bonus award is credited to the account, or Fidelity may charge the account the cost of the bonus award.

You must allow 2 to 4 weeks after the qualification period for the bonus award to be credited to your account.

This offer is limited to 1 per individual per rolling 12 months, and may not be combined with other offers.

Review these other Brokerage Account Promotions for more Fidelity investment offers.

Deposit qualifying funds into a new or existing Fidelity IRA or brokerage to receive up to a $2,500 bonus.


    • Geoff says

      Flip 100K to TD Ameritrade to get their bonus, let it work there for the minimum time, then flip it back to Fidelity. I do this with certain banks’ checking accts all the time. Also a tremendous way to rack up airline miles with Fidelity. Who knows, you may decide you prefer TD Ameritrade; I did.

  1. Darren says

    It says trust accounts not eligible. Will a standard Rev. Living Trust be eligible since in essence an individual account? I have a feeling trust may be referring to IRR trusts with added complexity or a trustee what is not the owner. Please let me know.

Leave a Reply

Your email address will not be published. Required fields are marked *