Charles Schwab

Brokerage Account

$500

Medium

Nationwide

Bonus Details

Everything you need to know about this brokerage account bonus

Use referral code from existing Schwab customer and fund with $100,000-$499,999

Expiration Date

12/31/25

Bonus Payout

7 days after requirements are met

Availability

Available nationwide

Bonus Requirements

New Funds Required

Deposit must be new funds not previously held at this institution

Minimum Funding Amount

Deposit $100,000 within the required timeframe

Holding Period

Maintain balance for 365 days

Account Fees

Monthly Fee Waiver

No monthly fees

Early Termination

No early termination penalty

Account Closure Penalty

Must maintain net deposit for 1 year for taxable accounts or bonus may be charged back

Additional Details

Referral code required from existing Schwab customer. Both retail brokerage and IRAs eligible.

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Key Details

Institution

Charles Schwab

Account Type

Brokerage Account

Bonus Amount

$500

Min Funding Amount

$100,000

Hold Period

365 days

Eligibility

Must be new Schwab client and receive referral code from existing customer

Branch Required

Days Until Claimable

45 days

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