The Technology Credit Union is offering up to $600 in bonus cash when you rollover your 401(k) assets or transfer your IRAs to Tech Wealth Management.
Funding or transfers must be initiated by December 31, 2015, and completed by January 31, 2016.
Tech CU membership is available to those who live, work, worship, or attend school in Santa Clara County, San Mateo County, Alameda County, Contra Costa County, Santa Cruz County, or San Francisco County.
You can also qualify if you are an employee of a Tech CU Member Company or if you are a relative of or reside with a current Tech CU member.
This offer is valid for clients that fund a new or existing Cetera Investment Services IRA.
You’ll receive a $600 bonus for $1,000,000 or more in funding; $500 bonus for $500,000 to $999,999 in funding; $400 for $250,000 to $499,999 in funding; $200 for $100,000 to $249,999 in funding; $100 for $50,000 to $99,999 in funding; and $50 for $25,000 to $49,999 in funding.
Check out this Tech CU Investment Promotion for more details.
New accounts must be titled differently from any previously existing accounts, and assets transferred from an existing Cetera Investment Services IRA do not qualify.
Your account must remain open with minimum required funding for 12 months, or Tech CU may charge you for the bonus.
Review these other Investment Account Promotions for more IRA bonuses.
Invest with the Technology Credit Union to earn up to $600 in cash rewards.