Charles Schwab $100 Brokerage Account Bonus via Referral Program

Charles Schwab is currently offering a $100 bonus when you open a new brokerage account through their referral program, plus there is a $100 bonus for AARP members.

Update: Charles Schwab is now offering 300 free trades when you open an account and deposit $50,000 in qualifying funds.

Take advantage of these Charles Schwab promotions for a limited time, as they do sometimes pull their offers down before the set expiration date.

Charles Schwab $100 Referral Link

Join via this Charles Schwab Referral Link that was provided by a reader and use Referral Code REFER4YD4E to get your $100 bonus.

Charles Schwab $100 Referral Program Bonus

New customers can sign up through this Charles Schwab $100 Referral Bonus Link to get $100 when you open a new account.

As a personally referred client, you will be eligible to earn a $100 Bonus Award in your account when you make a $10,000 qualifying net deposit.

Just call 1-800-398-8640 or visit a Charles Schwab branch to open your account.

You’ll need the Referral Code REFER to enroll in this special referral offer.

Please note that the above link seems to be a general promotional page that has been provided by Charles Schwab, and it does not come directly from a customer.

If you are a current Charles Schwab customer with access to the referral program, please feel free to post your referral link in the comments below this article.

Schwab Personal Referral Program Details

To earn your $100, simply open an eligible account and make a qualifying net deposit of $10,000.

This offer is for eligible individuals and entities who do not have a Schwab brokerage account (other than a Schwab Retirement Plan Services account) and who open a retail brokerage account and enroll in the offer.

Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab.

Net deposits must be completed by the 45th day after Enrollment.

Assets transferred from Schwab affiliates are excluded.

The Bonus Award will be applied to the enrolled account and will be credited within 1 week of your qualifying net deposit.

Net deposits to taxable accounts (less any market losses) must be maintained for 1 year, or Schwab may charge back the value of the Bonus Award.

This offer is limited to 1 per client.

It does not apply to accounts managed by independent investment advisors, the Schwab Global Account, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts.

The Bonus Award, when combined with the value received from all other offers in the last 12 months, may not exceed $5,000 per household.

This offer is available to U.S. residents only.

Charles Schwab 300 Free Trades Promotion

Sign up via this Charles Schwab 300 Free Trades Offer to earn 300 commission-free trades with a qualifying net deposit of $50,000 in your new brokerage account.

This offer is available through April 30, 2014, for new clients who do not have a Charles Schwab brokerage account (other than a Retirement Plan Services or Stock Plan Services account) and who open and make a qualifying net deposit into a Schwab retail brokerage account.

Net deposits must be completed within 45 days of enrollment in the offer.

The trades will be applied only to the enrolled account and apply only to equity, exchange-traded fund (ETF), and options base commissions.

Options per-contract, foreign transaction, exchange, and regulatory fees still apply.

Only trades placed through, Schwab trading platforms, and Schwab Wireless are eligible.

Trades will expire 180 days after being credited to your account and will not be applied to previously executed trades, plus no credit will be given for unexecuted trades.

This offer is limited to 1 per account, with no more than 1 account enrolled per client.

Charles Schwab $100 Bonus for AARP Members

There is also this Charles Schwab $100 AARP Member Bonus available through December 31, 2014.

You’ll get 50 free trades and a $100 bonus with a current or new brokerage account when you deposit at least $10,000.

This offer is only valid for AARP members.

Review these additional Investment Promotions for more brokerage account and IRA rewards.

Enroll in these Charles Schwab promotions to earn special bonuses and cash rewards.


  1. Jim Herrmann says

    The link is broken for “Visit this Schwab IRA Rollover Link to open a…”
    I can’t seem to find info on this at the Schwab site. Can you send me a good link?

    • says

      Hello Jim,

      The Schwab IRA Rollover promotion has prematurely expired before the originally set expiration date.

      However, we have updated the above article with all of the latest promotions from Charles Schwab.

      Hope this helps.

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