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Sam Y.
Sam Y. (@guest_1325728)
February 3, 2022 12:03

Anyone gotten their tax statement yet? I don’t see anything in term of 1099-int or 1099-misc from my fidelity tax statement.

I got the bonus in 2021.

Dan M.
Dan M. (@guest_1334769)
February 19, 2022 16:17

Sam Y. I didn’t either. Maybe they didn’t report it since it was under the $600 threshold?

Sam Y
Sam Y (@guest_1334772)
February 19, 2022 16:19

It’s been confirmed by others in other doc page that fidelity 100 won’t come in 1099.

Nate nate
Nate nate (@guest_1308890)
January 4, 2022 08:44

Didn’t get my bonus. First messaged and they said I didn’t sign up properly. Then called and was told I got a bonus in a different account in Oct, but that was for a different promotion. They responded that $100 is the max bonus someone can get in a year, so didn’t matter that I didn’t get the first promotion.

I filed a FINRA complain, so lets see what happens from there. Anyone know how long it takes for the Finra process to resolve?

Nate nate
Nate nate (@guest_1311264)
January 7, 2022 16:13

For what its worth, it too three days for Fidelity to cave. They sent me a note of apology and said the $100 will be deposited in my account shortly.

Jeff (@guest_1290736)
November 28, 2021 13:47

Welp, apparently I F*d this one up. Opened in early April and first $25 started on 5/10, and next 4 months after that went normally. Fidelity sent me a message in my inbox that my automatic investment would end on 10/1 and never thought of checking messages until today so October’s $25 never got auto deposited which would have been 6x. I have no idea why it got stopped. Not sure how to fight this one out. Oh well…

L (@guest_1300696)
December 16, 2021 06:32

Did they claw it back?

Jeff (@guest_1307138)
December 31, 2021 08:52

Maybe I did get it? I see $100 labeled as “journaled” on 6/1 after my first $25 deposit went through in May. Trying to figure out where that came from. Don’t want to contact Fidelity and draw attention to it I guess since I didn’t meet the terms in the end….

wilsonhammer (@guest_1281320)
November 10, 2021 17:25

you can close a Fidelity account using the Virtual Chat Assistant once logged in and with a zero balance. Thanks!

Arley Lozada
Arley Lozada (@guest_1269137)
October 19, 2021 12:42

I opened a new account through the link above, but never had the opportunity to enter in the promo code “FIDELITY100 “. I was already logged in to my Fidelity account. Is the promo code required or is opening the account through link good enough?

Dominique (@guest_1269791)
October 20, 2021 07:52

Did you see the promo code on the application page that was already prefilled with all of your personal information? Did you receive an email afterwards confirming that you were properly enrolled in the $100 bonus offer? Did you apply through the right landing page, and not the Spire one found on this page?

Arley Lozada
Arley Lozada (@guest_1270025)
October 20, 2021 13:59

Received the email that I properly enrolled in the $100 bonus offer!

Saint4210 (@guest_1268029)
October 16, 2021 16:33

Player 1:
23APR – Applied via webpage w/$100 offer f/6xDD$25 next 6 mo (instant approval)
26APR/17MAY/17JUN/19JUL/17AUG/17SEP – Tx $25 (each $25 auto-transferred next day to my main brokerage account to invest)
9JUN – Bonus posted “JOURNALED (Cash)”
1OCT – Account minimized to $0
5OCT – Account closed via web request

Player 2:
23APR – Applied via webpage w/$100 offer f/6xDD$25 next 6 mo (instant approval)
26APR/17MAY/17JUN/19JUL/17AUG/17SEP – Tx $25 (each $25 was then tx out via bill pay checks)
28SEP – Account minimized to $0
1OCT – Messaged CS; responded “Has not met requirements” (but it had)
6OCT – Called CS; they reviewed account and posted bonus “JOURNALED (Cash)”
8OCT – Account closed via web request

AllenW (@guest_1264168)
October 8, 2021 15:25

Its Back but tiered up to $50.

I still have to keep the deposit going for another month and it states: IMPORTANT: Customers who were rewarded the $100 from the previous Spire Fixed Cash Offer from April 2021 to July 2021 are not eligible for this current offer.

But if anyone is interested:

 William Charles  Chuck

Jason_08 (@guest_1260475)
October 1, 2021 17:12

For those of you who opened and got bonus back in Apr/May/Jun, when are you going to close the account? I checked my account and I now have 7 total auto transfers done. iirc, we only needed to do 6?

Eric (@guest_1261904)
October 5, 2021 03:37

Why cancel? This is my new international travel ATM card to avoid the foreign ATM transaction fee.

Jason_08 (@guest_1261905)
October 5, 2021 03:42

I have long had Schwab myself which has the same feature (and I find Schwab’s website/mobile platform much easier to use myself)

Wayne (@guest_1261916)
October 5, 2021 07:32

Jason_08 I thought you had to wait 6 months to avoid any penalties?

Jason_08 (@guest_1262116)
October 5, 2021 13:37

Terms: The automatic monthly deposit must remain in effect for at least 6 months (or 6 monthly deposits of at least $25) or Fidelity may charge the account the cost of the bonus award.

I have 7 transfers done, and if they count the first month right when I opened it, I think I should be good. Opened Apr, so transfers Apr – Oct would be 7, but not completely open for 6 months technically (end of Oct).

Davis (@guest_1262122)
October 5, 2021 13:55

I plan on ending the automatic transfers and keeping 1 cent in there moving forward after my 6 months are up. They have free wires that I’ve used a few times.

fidelitybonus (@guest_1259873)
September 30, 2021 16:11

Completed the requirements but didn’t get the bonus. Fidelity CS confirmed I completed the requirements and eventually said they would apply the bonus, but on the next call they said that I “never enrolled” in it. Filed a FINRA complaint and was awarded the bonus. Even in the response to FINRA Fidelity said that while I met all of the requirements, I never “enrolled” in the offer. I’m not sure why they’re unable to realize that their own terms didn’t describe any specific “enrollment” other than opening the account from the app or link. Really soured me on Fidelity

Jay - ⒿⒶⓨ 🙈 🙉 🙊
Jay - ⒿⒶⓨ 🙈 🙉 🙊 (@guest_1231781)
July 30, 2021 16:49

FINRA forwarded me a response from Fidelity regarding my complaint I filed with them in July about not receiving my bonus.
In it, the Director of Compliance of Fidelity acknowledges that I should have received the bonus a long time ago but there was an “operational error”, apologizes and says that it has now been manually awarded.

Might be an avenue others want to look into also… Mythrol Jacky Newtender21 Slickdealer Charlie R. Mikhail Greg

Jacky (@guest_1231808)
July 30, 2021 18:29

Thank you! I’ll give this a go. How should I go on about starting this process?

Jay - ⒿⒶⓨ 🙈 🙉 🙊
Jay - ⒿⒶⓨ 🙈 🙉 🙊 (@guest_1231813)
July 30, 2021 18:40
John M
John M (@guest_1259320)
September 29, 2021 07:34

Filed a complaint. Got the 100 bucks. Thanks.

Slickdealer (@guest_1235758)
August 7, 2021 23:05

Thanks! I made a complaint as well.

Slickdealer (@guest_1238065)
August 11, 2021 23:10

Thanks for the suggestion! Got $100 credited after filing a Finra complaint.