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James
James

I called in to close my account. Didn’t move the $400 out beforehand. The rep said they could actually transfer the funds to my linked external account and then close it. No need for a mailed check. Very convenient. Rep did not even question why I wanted to close.

Duke I.
Duke I.

We have to call to close the accounts. Chat couldn’t do it.

RB
RB

Did you withdraw the funds and called to close the account or are they mailing you a check for the balance, once the account is closed?

tribesman55
tribesman55

Are we good to withdraw the money now? My bonus posted 7/3/2018 so it was 270 days on 3/30/2019

Duke I.
Duke I.

My bonus posted April 2nd. I’m closing the account today.

Ann
Ann

I assume you mean your bonus posted 270 days (9 months) ago as of 4/2/2019..?

Duke I.
Duke I.

Oh yeah my mistake. My bonus posted July 2nd.

Matt
Matt

9 months finally expires tomorrow!!! feel like I’ve been waiting to free my $400 for forever. Still going to wait until April 1st to be safe. Hopefully joke won’t be on me 😉

Zb
Zb

same here! I had a calendar reminder set

Kaung
Kaung

I came back to this post to look at details. DoC says it’s 9 months after bonus posted, so just be aware. I’m going to leave mine in another few weeks.

Matt
Matt

oh yikes, good call!!! mine posted on the 3rd, so I’ll wait a few days after that.

RB
RB

Mine posted on 07/02/2018. Since then 272 days have passed which would be over 9 months. Would it be safe to close the account now?

Azurik
Azurik

Mine was also posted on 07/02/2018 – I came back to this post to check the details! Haha 🙂

Flea
Flea

If I wait until tomorrow I’ll have given it 275 days, lol.

Duke I.
Duke I.

Thanks for the reminder!

larry
larry

I received my consolidated tax reporting document from Fidelity and nothing is shown for the bonus. Anybody else run into this?

Jeremy Kieser
Jeremy Kieser
Alex
Alex

Awesome, thank you!

Beefer
Beefer

It is considered to be a reimbursement of the costs of opening a new brokerage account and is not taxed.

Tom
Tom

Strangely, my 1099-INT/MISC forms from Fidelity do not report the $200 bonus, just a small amount of interest. It’s almost certainly taxable, so I’ll plan on reporting it anyway.

Tom
Tom

Edit: Jason’s comment about Fidelity not reporting bonuses totaling $600 or more is pretty informative.

Duke I.
Duke I.
pjm
pjm

i didn’t get the bonus, they said I didn’t register through the link, but I definitely did…kept some screen captures so will escalate this. anyone else get this issue?

V
V

+1

calwatch
calwatch

I don’t get the people who are moving money in and out. Fidelity just launched their zero expense ratio mutual funds, in case you didn’t get the memo from all the ads they’ve been running.

Ann
Ann

Yeah, seemed to me too like some people were pushing the limits unnecessarily on this deal (such a low amount to have to leave in there for a few months). A few expressed resentment for past issues they’d had with Fidelity and wanted to ‘stick it to them’, but others were just in ‘because I (think I) can’ mode. :shrug: Getting their bonuses yanked will likely fuel an increased amount of resentment-motivated activity the next time there’s a Fidelity promo; it’s a snowball effect.

Jenn
Jenn

FYI – They closed my account after doing 1 transfer to PNC for 5,000 and 1 to BB&T for 300….They took back the $200 promotion when they closed the account.

MikeTheCreator
MikeTheCreator

lmao they did the same to me but i kept the bonus jokes on them!