Fidelity has a referral mechanism and no referral reward. You can get a personal link or have Fidelity email an invitation for you, and neither you nor the person you refer receives anything for it. Roundups that list a Fidelity referral bonus are describing something that does not exist.
How you get your link
Sign in to get a personal link, or have Fidelity send the invitation by email for you.
- Share your personal link
- Fidelity sends the email for you
What the person you refer gets
Nothing. They must there is no qualifying action, because there is no reward.
The cap, exactly
Fidelity publishes no cap for this program. That is not the same as there being none, so confirm on the terms page before you plan around it.
Tax treatment
Fidelity publishes no position on how this reward is taxed. The tax falls on the person doing the referring, not the person referred. This is reference information, not tax advice.
Where you may share this link
We read Fidelity's published terms and they do not address where you may share your link. That is not the same as permission. Silence leaves you without a rule to point to if the reward is ever questioned, so Dealaka hosts no links for this program.
When it pays
Nothing is paid, so nothing posts.
The fine print that matters
- Neither side is paid. This is a confirmed absence read from Fidelity's own public page, not a figure we failed to find.
- Because there is no reward there are no referral terms, so there is no cap, no tax treatment, and no rule about where the link may go.
- The referral button itself sits behind login, but the page describing the program is public.
Sources: fidelity.com friends and family referral page (checked Jul 21, 2026)
Dealaka does not host referral links for this program and takes no share of any referral reward. This page describes the terms Fidelity publishes. Something wrong? Send a tip.