Charles Schwab Promotion – Up to $2,500 Cash Bonus

The Charles Schwab Investor Reward is offering up to $2,500 in bonus cash when you enroll and make a qualifying net deposit of cash or securities.

Alternatively, you can get a TaylorMade SLDR S driver and up to 4 rounds of golf with the Charles Schwab Golf Promotion, a $100 bonus when you open a new brokerage account through their referral program, a $100 bonus for AARP members, and a 300 free trades offer.

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 Investor Reward up to $2,500 Bonus

The Charles Schwab Investor Reward is offering a cash bonus of up to $2,500 when you make a qualifying net deposit of at least $50,000 into a retail brokerage account within 45 days of enrollment in this promotion.

Take advantage of the Charles Schwab Investor Reward to earn up to $2,500 in bonus cash when you enroll and make a qualifying net deposit.

Net Deposit = Cash Bonus

  • $50,000-$99,999 = $200
  • $100,000-$249,999 = $300
  • $250,000-$499,999 = $600
  • $500,000-$999,999 = $1,200
  • $1,000,000 or more = $2,500

You must make your deposit into a retail brokerage account within 45 days of enrolling.

Enrollment is limited to 1 account per client per rolling 12-month period.

Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab.

Only outside assets new to Schwab qualify, and assets transferred from affiliates are excluded.

The cash bonus will be credited to the enrolled account within approximately 1 week after the 45-day period.

For taxable accounts, excluding accounts pledged to Charles Schwab Bank, you must maintain the net deposit amount (less any market losses) at Schwab for at least 1 year, or Schwab may charge back the cash bonus.

The offer 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 cash bonus, 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 not transferable, saleable, or valid in conjunction with certain other offers and is available to U.S. residents only.

Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; or their spouses; and employees of any securities regulatory organization or exchange are not eligible.

Charles Schwab Golf Promotion

Check out this Charles Schwab Golf Offer to get up to 4 rounds of golf at a participating golf course and a TaylorMade SLDR S driver.

  • With a qualifying net deposit of $100,000, you can get a TaylorMade SLDR S Driver.
  • With a qualifying net deposit of $250,000, you can get a TaylorMade SLDR S Driver and 2 golf course vouchers.
  • With a qualifying net deposit of $500,000, you can get a TaylorMade SLDR S Driver and 4 golf course vouchers.

This offer is valid through September 30, 2014, for individuals who make a qualifying net deposit into a taxable retail Charles Schwab brokerage account within 30 days of enrollment in the offer.

Net deposits, which will be calculated daily, are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab.

Only assets new to Schwab qualify; assets transferred from affiliates are excluded.

You must maintain the qualifying net deposit amount (less any market losses) at Schwab for at least 1 year, or Schwab may charge back the value of the award.

Upon either confirmation of a $500,000 net deposit or the 35th day after enrollment, whichever comes earlier, you will receive redemption codes to be redeemed through a third-party provider for the awards for which you qualified.

Redemption codes will be redeemed through Links Unlimited, and will expire on March 31, 2015.

The approximate retail value of the TaylorMade SLDR S Driver is $299.

The approximate retail value of each round of golf will vary from $70 to $400, depending on the selected course, the time of day, and other factors.

Participating courses can be found at www.schwabgolf.com.

Each golf round voucher may be redeemed at a participating course for 18 holes of golf and a cart, where available (caddy not included).

Each round of golf must be played on or before March 31, 2015.

This offer is limited to 1 per client.

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

Charles Schwab $100 Referral Link – Checking, Brokerage, or IRA

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

This offer is available when opening a new Schwab Bank High Yield Investor Checking Account linked to a brokerage account, a brokerage account, or an IRA.

The Schwab Bank High Yield Investor Checking Account is available only as a linked account with a Schwab One brokerage account, and the Schwab One brokerage account has no minimum balance requirements when opened with a linked High Yield Checking account.

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 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.com, 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.

Comments

  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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