WTDirect and MyCorporation Promos Ending

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  1. Jonathan,

    I just looked at the scholarshare 529 links and do not see any mention of having to be a California resident to qualify for the $50 target promo.

    Can you confirm that it is only for CA residents?

  2. From 529 page fine print below:

    “Eligibility. Offer open only to individual legal residents of the State of California age 18 or older as of August 15, 2008, excluding (a) employees (and their immediate families and members of the same household) of Fidelity and SIB and their respective affiliates; (b) officers, principals and employees of a stock exchange, member firm of an exchange, FINRA, a municipal securities broker-dealer, financial institution, news or financial information media or non-member broker-dealer in securities, commodities or money instruments, as defined by NYSE Rule 350; and (c) individuals who have received any gift, premium, prize or non-cash compensation from Fidelity during the 2008 or 2009 calendar year. “

  3. thanks! How did i miss that?

  4. Thanks for these reminders, Jonathan, it’s easier than going through all the posts to check what I’ve missed.

  5. intuit is celebrating the new year by continuing the promotion again

  6. Yea, Jon, I saw that too – I had an email in my inbox talking about how they extended the promotion- the day after they emailed me to tell me that it was the last chance for the promotion and I had better get in now!

  7. Well, I went ahead and started two new businesses- a C-Corp and an LLC. We’ll see how it goes- the phone support for intuit has been extremely nice. The person I was filing the C-Corp for changed his mind on something, and the representative was kind and corrected it before it went through. We’ll see how they do, but aside from the shipping fees and additional filing fees (as compared to filing directly with the Secretary of State yourself), I am very impressed. To have Intuit do it rather than myself cost $29 shipping, and $5 extra in filing fees ($10 extra for the corp.) per filing. We’ll see if the extra $34/$39 is worth it.

    Alabama corp fees:
    doing it yourself: $40 for Secretary of State + $35 for probate judge + $10 name reservation = $85
    Intuit: $90 for LLC, $95 for corp + $29 shipping


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