New offer
Schwab referral: $100 to $1,000 for a new taxable account
$100 to $1,000
Become a new Schwab client through a referral and make a net deposit of $25,000 or more within 45 days. The bonus ranges from $100 to $1,000 by deposit tier.
- Deposit
- $25,000+ net deposit in 45 days
- Keep it for
- 1 year (taxable); start date not stated
- Bonus
- $100 to $1,000 by tier
- Who
- New clients with a referral
- Payout
- 7 to 14 days after day 45
How to get it
- Get a referral link or code from an existing Schwab client and use it when you open the account.
- Open an eligible Schwab taxable retail brokerage account and enroll in the offer.
- Within 45 days of becoming a client and enrolling, make a net deposit of new cash or securities.
- Tiers: $25,000 to $49,999 earns $100, $50,000 to $99,999 earns $300, $100,000 to $499,999 earns $500, and $500,000 or more earns $1,000.
Fine print
- Keep the net deposit at Schwab for at least one year, less market losses, or Schwab may charge back the bonus. The terms don't say exactly when that year starts.
- This record covers taxable brokerage only. Checking doesn't count, and IRAs aren't covered here until the hold rules for them are confirmed.
- For new Schwab clients. Existing Stock Plan Services customers may still qualify. One account per client, and it can't be combined with other offers.
- Schwab says it pays 7 to 14 days after the 45-day funding period ends.
- No public end date stated. Schwab says it can change or end the offer at any time without notice.
- The research did not establish annual, monthly or transfer-out fee amounts for this account. Treat them as unknown, not $0.
Source
Terms can change. Spotted something out of date? Tell us and we'll recheck it against the provider's page.
Report outdated terms