2. Fidelity brokerage account required for access to research/(reports) Minimum opening balance of $2500 is required.
This offer is valid for new or existing Fidelity customers. In order to receive an Apple®
Store Gift Card ("Gift Card"), which can be redeemed at any Apple Store®
, you must designate an existing eligible Fidelity non-retirement brokerage account or open and fund a new Fidelity non-retirement brokerage account. Deposits of $75,000 to $149,999 may receive a $300 Gift Card and deposits of $150,000 or more may receive a $500 Gift Card. Offer is nontransferable, limited to one per individual per rolling 12 months, and may not be combined with other offers. Fidelity reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.
Customers must register at www.fidelity.com/apple
. New accounts or deposits into existing accounts must be funded within 60 days of registration. 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.).Cash, eligible securities and/or margin debit balance transfers from external sources will be aggregated to determine total account funding over the 60-day period following offer registration and assets will be valued at the time Fidelity receives them.
Net new assets means external new money in minus money out, including distributions and transfers within the qualification period. This offer expires on July 31, 2017, and is not transferable or valid in conjunction with any other Fidelity promotional offer.
Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility) for at least nine months from the date on which the Gift Card is issued, otherwise Fidelity may charge the account the cost of the Gift Card. In addition, account holders must not use qualifying deposits to purchase insurance or annuity products offered or distributed by Fidelity within 60 days of receiving a bonus award, or Fidelity may charge the account the cost of Gift Card. Gifts Card will be mailed via United States Postal Service to the mailing address on the eligible Fidelity account. Allow four to six weeks from date of qualification for delivery.
Eligible accounts for this offer include non-retirement (individual or joint) Fidelity brokerage accounts which meet the minimum funding requirements for this offer.
The promotion is not available for mutual fund only accounts, business accounts (including those opened by union officials); trust 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); college investment trust accounts; 529 college savings plan accounts; annuities; 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, and Stock Plan Services accounts. Offer is not valid for non-U.S. residents; persons employed by FINRA or a securities organization in a regulatory capacity; employees of Fidelity, its affiliates, and members of their immediate families and households, or the media who cover financial services.
Apple Store Gift Cards are issued and managed by Apple Value Services, LLC and can be applied only to purchases in the U.S. from an Apple Retail Store, the Apple Online Store, or by calling 1-800-MY-APPLE. Gift cards may not be redeemed at the iTunes Store, at Apple resellers, for cash (except as required by law), or for shipments outside the U.S. Gift cards will remain active even if added to Passbook. Neither the issuer nor Apple is responsible for any lost or stolen gift cards or use without your permission. Keep them close; they're valuable and can be redeemed by whoever finds them. Gift cards are also not for resale. Void where prohibited or restricted by law. Gift card terms and conditions are subject to change without notice and some items may not be available for purchase. Please visit www.apple.com/go/agc
for current terms, conditions, and limitations. Use of a gift card is governed by the laws of the State of Virginia. To check the available balance on a gift card, call 1-800-MY-APPLE or visit www.apple.com/go/gcb/us
. TM and © 2015 Apple Inc. All rights reserved.
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.
All taxes and other costs associated with the acceptance and use of Gift Cards are solely the responsibility of the recipient.
Gift Cards are subject to the terms and conditions stated thereon and otherwise specified by their issuer, Apple Inc. Apple®
is a registered trademark of Apple Inc. Apple is not a participant in or sponsor of this promotion.
Fidelity, Fidelity Investments, and the Fidelity Investments & Pyramid Design logo are registered service marks of FMR LLC.
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917