This offer is valid for existing Fidelity Brokerage Services LLC ("Fidelity") customers who previously opened but did not fund an eligible Fidelity account in 2023, received the Fidelity offer communication and fund their eligible Fidelity account with a minimum of $25 by 04/08/2023. 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. If you opened more than one eligible account in 2023, you must fund The Fidelity Account® to receive the bonus award – other accounts you may have opened are not eligible for the offer. Offer is limited to one bonus award per individual.
Fidelity reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.
In order to receive the $50 bonus award, the following conditions apply:
- You must fund the eligible Fidelity account by 04/08/2023 with a minimum of $25 ("Net Deposit") from an external, non-Fidelity source.
- 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external deposits or transfers (including cash, eligible securities and/or margin debit balance transfers) minus assets withdrawn or transferred out of the accounts within the qualification period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 Net Deposit at the end of the Offer (04/08/2023) must be at least $25.
- For individuals with 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.
The bonus award will be deposited directly to the eligible account by April 30th, 2023. Amounts deposited by you to qualify for the offer and by Fidelity in the form of the bonus award 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.
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.
The promotion is not available for the following account types/products: Rollover IRAs; mutual fund only accounts; 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 managed accounts offered by Fidelity Personal and Workplace Advisors LLC such as Fidelity Go; Fidelity Clearing and Custody Solutions (FCCS) clients; clients of registered investment advisors working with Fidelity Investments, and Stock Plan Services accounts. 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.
Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting the bonus award, Fidelity assumes that you are in compliance with your jurisdiction's laws and institution's internal policies.
Cumulative bonus awards credited to taxable accounts associated with your social security number or tax identification number, as applicable, including those held at an affiliate of Fidelity, 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 bonus award and the deposit of the bonus award in your account. Any taxes resulting from the bonus award are your responsibility.
Fidelity, Fidelity Investments, and the Fidelity Investments & Pyramid Design logo are registered service marks of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1024427.6.0
