Fidelity Referral Bonus Promo Code For 2026


Fidelity Referral Program


You can invite family members or friends to open an account with Fidelity Investments through Fidelity’s referral program using this link. However, neither you nor the person you refer will receive a cash bonus, gift card, or other referral reward.

After signing in, Fidelity Investments customers can copy and share their unique referral link or send a referral invitation by email.

In contrast, Webull’s referral program rewards existing customers for inviting friends to open a brokerage account. To qualify, the new customer must use the referral link, open an eligible account, and complete the required deposit. Referral rewards may include free fractional shares valued from $3 to $3,000, although the number of shares, deposit requirements, and promotion terms can change.


Webull Bonus


Deposit $100+ and get 12 free shares. Plus 3.5% IRA deposits match at Webull.

Visit Webull Website

How Fidelity Investments Referral Program Works


The process is straightforward. Click on the Fidelity referral link provided above. On the page that opens, click the "Refer your friends and family" button. After you log into your account, Fidelity will display a page where you can copy your personal referral link or enter your referrals’ email addresses.


Fidelity Referral Bonus


After you submit an email address, Fidelity will send that person an invitation explaining that you referred them and providing information about the company’s products and services.


Is Fidelity Too Expensive?


Fidelity Investments is one of the giants in the online brokerage and financial services industries. With more than $7.8 trillion under management, Fidelity is the broker of choice for many individual investors.

Fidelity charges $0 commissions for online U.S. stock and ETF trades. However, certain ETFs and other types of transactions may carry additional fees.

Standard options contract fees at Fidelity, Charles Schwab, and E*TRADE are higher than Firstrade's, which charges $0 in options contract fees.

An interesting feature that may make Fidelity a better choice for some options traders is its pricing for low-priced closing transactions. Online buy-to-close orders for options priced from $0.00 to $0.65 are commission-free and are not subject to the standard per-contract fee. Regulatory and other applicable fees may still apply. This may be of particular interest to investors who regularly sell out-of-the-money options for income and want to minimize the risk of holding a volatile position close to expiration.

Mutual fund pricing at Fidelity depends on the fund. Fidelity funds have no transaction fees, and many non-Fidelity no-transaction-fee funds also cost $0 to buy. Transaction-fee non-Fidelity funds cost $49.95 or $100 per online purchase, depending on the fund. Fidelity also charges a $49.95 short-term trading fee for online sales or exchanges of most no-transaction-fee non-Fidelity funds held for less than 60 days. Compared with that structure, Firstrade remains very competitive with $0 commission.

Written by Alex Bost
Updated on 9/28/2026.