Charles Schwab is offering up to a $600 bonus with either a taxable brokerage account or when you rollover or transfer a 401(k) or IRA to a new or existing Charles Schwab IRA, plus they have updated this promotion for 2013 to include 150 free trades.
You must enroll by December 31, 2013, and transfer your assets within 45 days in order to qualify for this cash bonus and 150 free trades.
You’ll earn $200 with a qualifying transfer of $50,000 or more, $300 with $100,000 or more, and $600 with $250,000 or more.
You’ll also get 150 free trades within 1 week of any qualifying net deposit of at least $50,000.
Charles Schwab Taxable Brokerage Account Promotion
Visit this Schwab Taxable Brokerage Account Link to open a Schwab taxable brokerage account to receive your bonus and free trades.
This offer is for individuals who make a qualifying net deposit into a retail brokerage account.
This offer is valid only for nonprofessional retail brokerage accounts and does not apply to brokerage accounts held with or managed by independent investment advisors, Schwab Global Accounts, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts.
Charles Schwab 401(k) or IRA Rollover Promotion
Visit this Schwab IRA Rollover Link to open a Schwab IRA to receive your bonus and free trades.
Bonus Cash Details
Only outside assets new to Schwab’s retail division qualify for this bonus award, as transfers between Schwab IRA accounts do not qualify, and transfers from IRA accounts held at Schwab affiliates are also excluded.
This offer is limited to 1 per account, with a maximum of 2 taxable brokerage and 2 IRA accounts enrolled per client.
The value of the cash bonus, when combined with the value received from any other Schwab offers in the last 12 months, may not exceed $5,000 per household.
This offer is not transferable, saleable, or valid in conjunction with certain other Schwab offers.
This offer is available to U.S. residents only.
If you are an employee or contractor, or spouse of an employee or contractor, of Schwab or a Schwab affiliate; are a Schwab Independent Branch Leader or employee, or spouse of a Schwab Independent Branch Leader or employee; or are an employee of the Financial Industry Regulatory Authority (FINRA) or any U.S. stock, option, or commodity exchange, you are not eligible.
Free Trades Details
Free trades apply to base equity, exchange-traded fund (ETF), and options commissions only.
Options per-contract, foreign transaction, exchange and regulatory fees still apply.
Only trades placed through Schwab.com, Schwab trading platform applications, and Schwab Wireless are eligible.
Free trades will expire 180 days after being credited to your account, and no credit will be given for unexecuted trades.
Review these additional Investment Promotions for more IRA account rewards.
Enroll in this Charles Schwab IRA promotion to earn up to $600 in cash rewards.