Charles Schwab is offering up to $2,500 when you make a qualifying rollover into a new or existing Charles Schwab IRA account through April 17, 2012.
This Charles Schwab promotional offer is available for individuals who roll over funds into a new or existing retail IRA account with a qualifying net deposit of $50,000 or more.
You can call a Schwab Rollover Consultant at 1-800-750-9073 or visit a Schwab branch to enroll in this promotion.
Check out this Charles Schwab IRA Rollover Offer for more details.
Take advantage of this Charles Schwab IRA rollover promotion to earn $2,500 in bonus cash if you rollover $1,000,000.
Schwab IRA Bonus Tiers
- Qualifying rollover of $50,000 – $99,999 = $200 Bonus
- Qualifying rollover of $100,000 – $249,999 = $300 Bonus
- Qualifying rollover of $250,000 – $499,999 = $600 Bonus
- Qualifying rollover of $500,000 – $999,999 = $1,200 Bonus
- Qualifying rollover of $1,000,000 or more = $2,500 Bonus
Schwab IRA Promotional Details
This offer is made available at Schwab’s discretion and is valid from December 1, 2011, to April 17, 2012, so call or visit your local branch to see if you will qualify.
This offer is valid only for Charles Schwab retail IRA accounts and does not apply to IRA accounts held with or managed by independent investment advisors, ERISA-covered retirement plans, or certain tax-qualified retirement plans and accounts.
The IRA rollover promotion award will be paid directly to the account for which the bonus award was determined and will not be applied to any other account.
The bonus award will be based on net deposits into the account as calculated as of April 17, 2012, which means assets transferred into the account on or after enrollment in the offer minus assets withdrawn or transferred out of the account on or after the enrollment date and on or before April 17, 2012.
The bonus award will be credited to your account within 45 days of April 17, 2012.
Only outside assets new to Schwab’s retail division qualify for purposes of this bonus award.
This offer is limited to 1 bonus award per account.
The total amount received from this offer, when combined with amounts received from any other Schwab offers in the last 12 months, may not exceed $5,000 per household.
This offer is not valid in conjunction with any other Schwab offer.
This offer is available to legal U.S. residents only.
If you work at Schwab, FINRA, or any U.S. stock, option, or commodity exchange, you are not eligible.
Review these additional Investment Account Promotions for more investing offers.
Make a rollover to a new or existing Charles Schwab IRA to earn your bonus cash reward.