Charles Schwab Promotions – 2014

Charles Schwab is currently offering three valid promotions. Charles Schwab was rated by Barron’s as one of the top brokers for “Best For Long-Term Investing”, “Best For Novices”, and “Best For In-Person Service”. Like Scottrade, they have over 300 branch offices.

More than likely they have an office near you. With any of these offers you must either visit one of their branch offices, or call them directly. Unfortunately not all of these offers are available online.

  1. Charles Schwab Golf Promotion
  2. Charles Schwab Referral Program
  3. The Schwab Investor Reward
  4. $100 Cash and 50 Free Trades
Since Charles Schwab acquired optionsXpress in 2011, you might want to check out their promotion codes as well. Unlike Schwab, all of their promotions are available online.

Charles Schwab Golf Promotion

Tee up with Charles Schwab and get a new TaylorMade SLDR S driver and up to four free rounds at participating golf courses. To receive this promotion, all you have to do is make a qualifying net deposit into a Schwab brokerage account. See the table below or click here for more details.

Deposit Bonus
$100,000 – $249,999 a new TaylorMade SLDR S driver
$250,000 – $499,999 two rounds at a golf course, plus the TaylorMade SLDR S driver
$500,000 or more four rounds at a golf course, plus the TaylorMade SLDR S driver

This offer is valid 04/1/14 through 09/30/14 for anyone who makes a qualifying net deposit into a taxable retail brokerage account.

Unfortunately, this promotion cannot be done online. You must either literally “talk to Chuck!” by calling Schwab at 866-855-9102, or visiting a local branch office.


Charles Schwab Referral Program

As a personally referred client, with this offer you may also be eligible to earn a $100 Bonus Award in your account when you make a $10,000 qualifying net deposit. Use this special code to enroll in the referral offer: REFER.

How to get this bonus:

    You can also:

  • Talk to Chuck directly by calling 800-398-8640
  • or find a local branch

Find more information on their website.

This offer is valid for individuals who do not already have a Schwab brokerage account and who open a retail brokerage account and are eligible to enroll in the offer.


The Schwab Investor Reward

Enroll in this promotion and get up to $2,500 in cash when you make a qualifying deposit of cash or securities into your account. Only outside funds transferred into a Charles Schwab account will be eligible for the reward.

Deposit Cash Bonus
$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

Follow these 3 easy steps to take advantage of the offer:

  • Call Schwab at 800-404-3188 to enroll
  • Make a qualifying deposit into a participating account within 45 of enrolling
  • Receive your cash bonus

Get all the details on their site.


$100 Cash and 50 Free Trades

You’ll get 50 commission-free online trades and a bonus $100 when making a net deposits of $10,000 into a taxable Schwab brokerage account. This refers to non-retirement accounts and qualifying deposits are funds transferred into the account minus anything withdrawn from the account.

You must transfer funds that are new to Schwab in order to qualify. This offer is valid through December 31, 2014, for AARP members (with a valid AARP number), who make a qualifying deposit into a retail brokerage account at Schwab.

Here’s how to enroll in this exclusive offer from AARP:

  • Call Schwab at 877-310-7746 and have your AARP member ID ready (this offer can not be claimed online). Let Schwab you’re interested in the Cash & Trade Offer for AARP Members.
  • Make an outside deposit or transfer of at least $10,000 into a new or existing Schwab taxable brokerage account within 45 days.
  • Get a $100 credit to that account within 14 days, along with 50 commission-free online trades.

For complete details, check out their website.

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