Offer valid for referred individuals who do not currently have a Charles Schwab & Co., Inc. For privacy reasons, Schwab will not notify clients when their referrals open an account. See our privacy policy to learn how we collect, share, and protect customer information. Will the person who referred me know when I open an account? As long as both clients are new to Schwab, each can individually open an account and separately qualify for the Bonus Award, provided that each makes a qualifying net deposit. This offer can't be combined with other offers.Ĭan two new clients in the same home get the award? The offer also does not apply to the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, education savings accounts, Schwab Bank accounts, corporate accounts, or accounts managed by independent investment advisors.Ĭan this offer be combined with other offers? If you make a deposit in an Investor Checking account, you will not receive the award. Schwab Bank Investor Checking™ accounts do not qualify for this promotion. You must make the qualifying net deposit in a Schwab One® account. What accounts can be opened to get the Bonus Award?Īccounts that are eligible for the Referral Offer include: Schwab retail brokerage accounts and individual retirement accounts (IRAs), including accounts enrolled in Schwab-sponsored investment advisory programs such as Schwab Intelligent Portfolios®, Schwab Managed Portfolios™, Schwab Managed Account Select®, Schwab Managed Account Connection®, and Schwab Wealth Advisory™. If, after 60 days from your enrollment date and after making a qualifying net deposit, you still haven't received your Award, feel free to call 80 with questions or to confirm that you used an eligible referral code. Remember, it takes a week or two after the qualifying 45 days for the reward to post, so likely, your reward is still in progress. What if I haven't received my Bonus Award and it's been over 45 days? Also – it is always good to get invested sooner. Many of our clients make multiple deposits within the qualifying period to "level up" to the next reward tier. We wanted to provide an amount of time to deposit that didn't feel rushed. Why should I deposit sooner rather than wait for the 45 days if my reward gets paid out at the same time? You award will be posted approximately April 25th. You make a qualifying deposit on April 10th,the promotion will "read" your net deposits at the 45 day mark (around April 15th), and process your award. Payment will be made 1-2 weeks after, around April 25th. Even though you make a qualifying deposit March 15th the promotion will "read" your net deposits at the 45 day mark (around April 15th), and process your award. You have 45 days from the date you become a new client and enroll in the offer to make a qualifying net deposit note – you must deposit the qualifying amount in the account that you enrolled in to be eligible.Īll rewards are paid out to qualifying clients about 1-2 weeks after the 45 days eligibility period ends, regardless of when you make the deposit (as long as it's in the first 45 days). How long do I have to make a deposit to qualify for the award? Schwab's Referral Offer rewards referred friends and family of Schwab clients with a Bonus Award for becoming a new Schwab client and making a qualifying net deposit. Is a Schwab Bank Investor Checking™ Account an eligible account type for this offer? We'll deposit the Bonus Award into your account about a week after the 45 day period. Make a qualifying net deposit of cash or securities within 45 days of opening the account. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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