SCHWAB INVESTOR REWARD

Move money. Get money. Win-win.

Get up to a $2,500 cash bonus from Schwab.

Right now, you can take advantage of the Schwab Investor Reward and receive up to $2,500 as a cash bonus. Just make a qualifying net deposit of cash or securities into your eligible account within 45 days of enrolling. It's that simple.

Here's how the Schwab Investor Reward works.

Make a qualifying net deposit of cash or securities into an eligible account:
Earn a cash bonus of:
$50,000–$99,999 $200
$100,000–$249,999 $300
$250,000–$499,999 $600
$500,000–$999,999 $1,200
$1,000,000 or more $2,500

Already a client?

Call 800-503-3307 to enroll in the Schwab Investor Reward or talk to your Schwab Financial Consultant.

Not a Schwab client yet?

Even more benefits of working with Schwab.

At Schwab, you always get great value, outstanding service, and our Satisfaction Guarantee.* And if you have assets of one million dollars or more, you're automatically eligible to receive the complimentary benefits of Schwab Private Client Services, which gives you access to:

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Priority service

A dedicated Financial Consultant

Exclusive rewards and benefits

Common questions

The Schwab Investor Reward compensates Schwab clients with a bonus award, the Reward, for qualifying net deposits of cash or securities made into an eligible Schwab account within 45 days of enrollment.

You have 45 days from the date you enroll in the offer to make a qualifying net deposit. Note: For the deposit to be eligible, the qualifying amount must be added to the account that you enrolled with.

All cash bonuses will be paid out to qualifying clients about 10 days after the 45-day eligibility period ends, regardless of when you make the deposit (as long as it's within 45 days of when you enrolled).

Two examples:

You sign up and enroll on March 1. Even though you make a qualifying deposit on March 15, the promotion will "read" your net deposits at the 45-day mark (around April 15) and process your cash bonus. Your bonus will be paid within 10 days, around April 25.

You sign up and enroll on March 1. You make a qualifying deposit on April 10; the promotion will "read" your net deposits at the 45-day mark (around April 15) and process your cash bonus. Your bonus will be paid within 10 days, around April 25.

Remember, it takes 10 days after the qualifying 45 days to receive the cash bonus in your account. If, after 55 days from your enrollment date and after making a qualifying net deposit you still haven't received your cash bonus, feel free to call 800-503-3307 with questions.

Accounts that are eligible for the Schwab Investor Reward 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™.

Schwab Bank Investor Checking™ accounts do not qualify for this promotion whether they are linked to a brokerage or are stand-alone. If you make a deposit in a Schwab Bank Investor Checking™ account, you will not receive 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, or accounts managed by independent investment advisors.

No. This offer can't be combined with other offers.

Yes. As long as both clients have individual accounts and separately qualify for the Reward, provided that each makes a qualifying net deposit.

Before enrolling, be sure to speak with your tax advisor about any tax implications of the cash bonus and the appropriate way to handle them. You'll be responsible for any related taxes.