2013年8月4日 星期日

存現金或股票到Fidelity,給最多50,000 UA Miles


如果你有$100,000的現金或股票,存到Fidelity放6個月,可以拿到50,000 UA Miles。
這裡註冊(現有Fidelity客戶)或開戶(新客戶)後,60天內將價值$100,000的現金或有價證券資產存入Fidelity帳戶,並且保持該帳戶的資產價值在$100,000以上,就可以拿到50,000 UA miles;$50,000的話,可以拿到25,000 miles;$25,000的話,可以拿到15,000 miles。這個活動可以每12個月註冊做一次。換句話說,每年都可以用這樣的方法拿到最多50,000 miles。

我們來計算一下,如果手上有$100,000存入Fidelity帳戶,註冊這個活動。那麼6個月之後,不包括這些資金投資的有價證券盈虧,可以拿到50,000 UA miles,以$0.02/mile計算,相當於$1,000,也就是2% APR;相較於大多數微利的銀行存款利率來說,是相當不錯的。當然,如果能以超過$0.02/mile以上的價值換國際線商務艙哩程票,就更划算。

註冊之後,記得打電話到+1-800-544-3719請客服確認符合本活動註冊的資格並註記。日後若是哩程入帳有問題的話,可以據此要求處理。

現在這個活動比較嚴格了,要求資產/現金一定要在Fidelity放滿6個月(以$100,000款項/有價證券轉進Fidelity帳號之日起算)。以前只要求60天內存滿$100,000的時候,只要幾萬塊錢存入、取出、再存入、再取出,這樣循環總存款額達到指定金額就可以拿到哩程。我還記得那時候連續幾個月這樣循環一下錢,每個月都有好幾萬哩進帳。不過現在每12個月來一次也還不錯。有足夠資產/現金的朋友不妨考慮這個活動。

活動條款

This promotional offer is only available to new or existing Fidelity brokerage account customers opening or depositing net new assets into a joint or individual nonretirement Fidelity Account®. Net new assets are defined as an individual’s external new money in minus money out, including distributions and transfers. This offer expires October 31, 2014, and it 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.

Promotional offers are limited to one per individual per rolling 12 months.

The promotion is not available for business accounts; trust accounts; mutual fund only accounts; 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); 529 college savings plan accounts (i.e. college investment trust accounts); 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. 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.

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 this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies.

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. 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.). 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 the result is that the cumulative assets meet or exceed the next eligibility tier (up to a maximum of 50,000 miles). For new accounts, initial and subsequent deposits must be made within 60 days of Fidelity account opening. For new money deposited into existing accounts, all deposits must be made within 60 days of registering for the offer.

Miles accrued, awards, and benefits issued are subject to change and are subject to the rules of the United MileagePlus program. Please allow 6-8 weeks for miles to post to your account. United may change the MileagePlus program including, but not limited to, rules, regulations, travel awards and special offers or terminate the MileagePlus program at any time and without notice. Bonus award miles, award miles and any other miles earned through non-flight activity do not count or qualify for Premier® status unless expressly stated otherwise. United and its subsidiaries, affiliates and agents are not responsible for any products and services of other participating companies and partners.

Taxes and fees related to award travel are the responsibility of the member. The accumulation of mileage or Premier status does not entitle members to any vested rights with respect to the program. MileagePlus participation may not be permitted in some countries. United and MileagePlus are registered service marks. For complete details about the MileagePlus program, go to www.united.comThis content will appear in a pop–up window..

United Airlines is not responsible for goods or services offered by Fidelity. United Airlines, Inc. and its affiliates are not broker-dealers and do not offer investment advice or financial planning services. United receives compensation for introducing Fidelity to their customers.

Fidelity Investments makes no representations or warranties regarding MileagePlus program membership, offers, mile accrual, mile redemptions, or travel benefits.

Fidelity Investments is not affiliated with United Airlines.

Fidelity Brokerage Services LLC, Member NYSE/SIPC

附註:本文作者與文中敘及業者無任何利益關係且無提供任何財務或法律專業諮詢意見,並無關於本文讀者之任何財務決定。

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