1 Fidelity offers the broadest range of free independent equity research available from a major brokerage firm, based on a survey of competitor's online offerings performed in October 2008. Competitors surveyed include Charles Schwab, E*Trade, Scottrade, and TD Ameritrade.
Promotional Offer Rules:
Fidelity Investments is making this promotional offer available to certain individuals who open a retail Fidelity brokerage account and who meet the following eligibility requirements. This offer expires December 31, 2009 and is not transferable or valid in conjunction with any other Fidelity promotional offer. Fidelity Investments reserves the right to modify, change or alter the terms and conditions of the promotional offer in its sole discretion at any time. Fidelity Investments may terminate this promotional offer at any time.
Other terms and conditions may apply.
Only prospective customers who currently do not have a Fidelity retail account are eligible. This promotional offer is limited to one per household and per lifetime of the individual(s) named on the Fidelity account. Only individual or joint Fidelity Accounts, personal trust accounts and business accounts are eligible. The promotion is not available for retirement accounts including, among others, Fidelity IRA, Roth IRA, SEP and SIMPLE accounts; 401(k) and 403(b) workplace retirement plans; fiduciary accounts (including custodial accounts, estate accounts); college investment trust accounts; 529 college savings plan accounts; annuities; Fidelity accounts managed by Strategic Advisers, Inc.; and clients of registered investment advisors working with Fidelity Investments. Non-US residents and persons affiliated with or employed by a stock exchange or member firm of an exchange or FINRA, a municipal securities broker-dealer, financial institution, news or financial information media, or other broker dealers in securities, commodities, or money instruments, as defined by NYSE Rule 350, are ineligible. Employees of Fidelity Investments, its affiliates, and members of their immediate families and households are not eligible for this promotion.
Transferred assets will be valued, for the purposes of determining eligibility for this promotional offer, at the close of business Eastern Time on the business day or next business day, if on a weekend day or holiday, following receipt by Fidelity Investments of the assets into the account that is eligible for the promotional offer. Please allow eight weeks from the opening and funding of the eligible account, with the qualifying dollar amount of assets, for United Mileage Plus miles to be credited to your Mileage Plus account. Your Fidelity account must remain open with the qualifying funding for six months from the date that the qualifying assets are first received in the eligible account.
New accounts must be opened within 30 days of registering for the offer. Additional deposits to the eligible Fidelity account may earn you a higher mileage award provided such deposits result in the cumulative deposits in the account being at or above the next eligibility tier (up to a maximum of 25,000 miles). Initial and subsequent deposits must be made within 90 days of Fidelity account opening.
Miles accrued, awards issued and bonus offers are subject to the rules of the United Mileage Plus program. United, its subsidiaries, affiliates and agents are not responsible for any products and services of other participating companies and partners. The Mileage Plus program, including accruals, awards and bonus mile offers, is subject to change without notice. Taxes and fees related to award travel are the responsibility of the passenger. United and Mileage Plus are registered service marks.
Fidelity Investments and United Airlines are not affiliated.
Fidelity Brokerage Services LLC, Member NYSE/SIPC