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Consolidate your assets at Schwab and get up to $1,500.

Consolidation pays.

  • $350

    Cash bonus

    When you transfer
    $250,000 to $499,999 

  • $700

    Cash bonus

    When you transfer
    $500,000 to $999,999 

  • $1,500

    Cash bonus

    When you transfer
    $1,000,000 or more

Three easy steps to get up to $1,500:

  • Step

    Call

    Call us to enroll in the offer. It only takes about 10 minutes to open an account, and we’ll walk you through the process.

  • Step

    Transfer

    Make a qualifying net transfer of account assets into an eligible retail brokerage account within 45 days of enrollment.

  • Step

    Collect

    Your cash bonus will be deposited into your account within 7 business days following the 45-day period.

Get started now.

Common questions.

 

No. An account transfer is the easiest option to move your money from another institution to Schwab. For example, if you have a brokerage account with stocks, ETFs, or mutual funds, you can move the entire account over and have the same assets invested at Schwab.

 

You don’t need to pay taxes on assets that are transferred. If an asset cannot be transferred and you decide to sell it, then you may have a tax liability on that sale. Most assets such as stocks, ETFs, mutual funds, and bonds can be transferred. Assets that may not be transferable are proprietary investments sold exclusively by your old firm, bankrupt securities, penny stocks, and restricted stocks, all of which can be highly volatile or carry high loads and fees.

 

No—Schwab doesn’t charge you to transfer your accounts.

All rewards are paid out to qualifying clients about 1-2 weeks after the 45-day eligibility period ends, regardless of when you make the deposit (as long as it's in the first 45 days).

 

This offer applies to only one transfer.