Find new Charles Schwab promotions, bonuses, and offers for stocks, ETFs, bonds, options and mutual funds here.
Charles Schwab offer includes $100, $500, $1000 cash bonuses.
About Charles Schwab Promotions
Charles Schwab Bank is an independent bank that was established in 2003 by the Charles Schwab Corporation, a publicly traded financial services company listed on the New York Stock Exchange. The bank was established in order to offer personal banking and lending products in addition to brokerage services.
Charles Schwab Bank online banking is a web-based platform that provides customers with access to their accounts at any time. The bank’s mobile apps offer access to both trading accounts and deposit accounts, and are available on smartphones and tablet devices.
I’ll review Charles Schwab Promotions below.
Charles Schwab Starter Kit $101 Bonus
Charles Schwab offers $101 bonus to people sign up for an Charles Schwab Starter Kit and with $50 deposit.
- What You’ll Get: $101 bonus
- Account Type: Schwab brokerage account
- Availability: Nationwide
- Online Trades: $0 online equity trades
- Credit Inquiry: Hard Pull
- Monthly Fee: $0
- Closing Account Fee: None listed
(No expiration date)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
WeBull (Free Stocks) | M1 Finance (Up to $20,000 Cash) |
M1 Finance (Up to $500 Cash) | M1 Finance Retirement Rollover (Up to $5,000 Cash) |
How To Earn The Bonus
- Open a new Schwab One account at the url below or open a new taxable investment account using promo code “SCHWABSTARTERKIT”.
- Within 30 days, fund your account with a minimum of $50.
- Once funded, Schwab will deposit $101 in your account to purchase your stock slices at approximately 6:00 pm Eastern Time the next trading day.
- Accounts eligible for the Schwab $101 Offer include:
- Schwab One individual taxable retail brokerage account
- The Schwab Starter Kit™ offer is only available to eligible new customers. To be eligible to receive the $101 cash bonus, you must be an individual who does not have a Charles Schwab & Co., Inc. (“Schwab”) account (other than a Schwab Stock Plan Services account) and who: (1) opens a Schwab One individual taxable retail brokerage account and (2) deposits at least $50 into that account within 30 days of enrolling in the offer (only outside assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services are excluded).
- The Schwab Starter Kit is intended to help you start investing. So with this offer, when you open your brokerage account, you will instruct Schwab to use the $101 cash bonus to place orders for you in the future to buy $20.20 fractional shares of each of the top 5 stocks by market capitalization in the S&P® 500 Index through Schwab Stock Slices™ (unless the orders are cancelled by you—see details below). The top 5 stocks will change from time-to-time. To see the top 5 stocks at any time, go to www.schwab.com/starterkit.
- By agreeing to these terms and conditions you also agree to the Schwab Stock Slices Terms and Conditions, which you should review.
Charles Schwab $1,000 Referral Bonus
Charles Schwab is offering up to $1,000 to people who get referred to open a new account with Schwab. Find a referral code in our Comments Section.
- Account Type: Any Account
- Availability: Nationwide
- Expiration Date: None listed
- Online Trades: $0 online equity trades
- Credit Inquiry: Hard Pull
- Monthly Fee: $0
- Bonus Requirements: See below
- Closing Account Fee: None listed
(No expiration date)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
WeBull (Free Stocks) | M1 Finance (Up to $20,000 Cash) |
M1 Finance (Up to $500 Cash) | M1 Finance Retirement Rollover (Up to $5,000 Cash) |
Editor’s Note: To take advantage of this promotion, you will need to utilize a unique promo code. See in our Comments Section for a referral code. When you open an account, your friend’s referral code will be applied automatically. It takes about 10 minutes to open an account online.
How To Earn The Bonus
- Receive a referral from a Schwab client.
- Become a Schwab client by opening an eligible account and enrolling in the offer.
- Once you receive their referral code, click the link if they sent it to you via email or text, or copy the referral code into the Offer/Referral Code field when you open an account.
- Receive your $1,000.
- They’ll deposit your bonus award directly into your new account about 30 days after you open it.
Net Deposit | Bonus |
$25,000–$49,999 | $100 |
$50,000–$99,999 | $300 |
$100,000-$499,999 | $500 |
$500,000+ | $1,000 |
- Accounts eligible for the Schwab $500 Referral Offer include:
- Schwab retail brokerage accounts and individual retirement accounts (IRAs)
- Investment advisory programs such as Schwab Intelligent Portfolios®, Schwab Managed Portfolios™, Schwab Managed Account Select® and Connection, and Schwab Private Client™.
- Schwab Bank High Yield Investor Checking® accounts qualify when combined with Schwab One® accounts
- 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.
- New clients who do not have a Charles Schwab & Co., Inc. (“Schwab”) account (other than a Stock Plan Services account), open an eligible retail brokerage account, and enroll in the offer can earn a Bonus Award.
- The Bonus Award will be credited to the enrolled account within approximately one month of account open.
- For taxable accounts, the account must be maintained at Schwab for at least one year or Schwab may charge back the Bonus Award.
- Schwab reserves the right to change the offer terms or terminate the offer at any time without notice.
- The offer is limited to one per account, with no more than one account enrolled per client.
- The offer is not transferable, saleable, or valid in conjunction with certain other offers and is available to U.S. residents only.
- For taxable accounts, the amount of the Bonus Award will be reported on your Form 1099-INT.
Charles Schwab $2,500 Cash Bonus *Expired*
Charles Schwab is offering a up to a $2,500 bonus when you make a qualifying deposit into your Schwab account.
- Account Type: Brokerage, Investor Checking, or Retirement Account
- Availability: Nationwide
- Expiration Date: None listed
- Online Trades: $0 online equity trades
- Hard Inquiry: Hard Pull
- Monthly Fee: $0
- Bonus Requirements: See below
- Closing Account Fee: None listed
(Offer has expired)
Here’s a breakdown of what you can get:
Bonus Amount | Deposit or Transfer Amount |
$200 | $50,000–$99,999 |
$300 | $100,000–$249,999 |
$600 | $250,000–$499,999 |
$1,200 | $500,000–$999,999 |
$2,500 | $1,000,000 or more |
How To Earn The Cash Bonus
- 3 easy steps to earn your $500:
- Click Open an Account to enroll in the promotion and become a new Schwab client. Call 877-673-7494 or visit your nearest branch to enroll.
- Make a qualifying net deposit within 45 days
- Receive your cash bonus in your account.
- Schwab reserves the right to change the offer terms or terminate the offer at any time without notice.
- The offer is limit to one per account, with no more than one account enroll per client.
- Offer valid for Charles Schwab & Co., Inc. (“Schwab”) Stock Plan Services clients who make a qualifying net deposit into an eligible retail brokerage account within 45 days of enrollment in the offer.
- Net deposits are assets deposited into the enroll account minus assets withdrawn from the account and transferred out of Schwab.
Bottom Line
Charles Schwab is committed to helping you find appropriate solutions for your personal situation. With a wide selection of investment options, and with experts to help guide your decisions, you will be in good hands.
In addition to Charles Schwab, take advantage of other popular brokerage bonuses such as Ally Invest, J.P. Morgan Self-Directed Investing, and TD Ameritrade.
If for any reason you’re not completely happy with the service, Schwab will refund your fee or commission and work with you to make things right. Additionally, they want you to have the highest level of confidence when you do business with them, so they also offer a promise to cover 100% of any losses in any of your Schwab accounts due to unauthorize activity.
If you want to check up on the internet’s most complete list of Brokerage Promotions, keep coming back to HMB for more!
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