By Fidelity funds, do you mean Fidelity ETF's or Fidelity Government Money Market Funds/Treasury Funds?They are tightening up, offering fewer bonuses, and less $ when they do. They once looked at my account and pointed out they're not making any money off me because I don't hold any fidelity funds. Whether that's the absolute truth I cannot say. My rep told me bonuses are heavily scrutinized now.According to this thread, they have private offers and people have reported offers at a $1 million threshold. What do you think the culture is of Fidelity regarding bonuses and frequency of them?You should not have the expectation to receive bonuses year after year from the same firm. Especially when it has no public offers.
If you have $10,000,000 - then just call Fidelity and Schwab and see what they will offer you.
You're not required to pick up the phone when salespeople call.
Otherwise, utilize one (or more) of the public offers from brokerages who have incentives.
No, I don't have $10 million. I was just using depositing $1 million a year as an example to how they would react to a self-directed investor asking for a bonus each year.
The reality is that Fidelity has the name, they don't need generous bonuses to attract customers.
How do you get a personal representative and what does that person do?
Statistics: Posted by DTalos — Mon Jul 01, 2024 1:44 am — Replies 8539 — Views 1588490