Charles Schwab Promotions

Charles Schwab is currently offering four 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. Schwab Field Museum Promotion
Since Charles Schwab acquired optionsXpress, 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 was made available from 04/1/14 through 09/30/14 for anyone who makes a qualifying net deposit into a taxable retail brokerage account. However, calling customer service confirmed they are still offering this upon request.

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 are eligible for the reward. This promotion is valid until February 27th, 2015.

For more information, please visit their website.

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:

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

Schwab Field Museum Promotion

Make a qualifying deposit, of cash or securities into your Charles Schwab account, and you can get a free museum membership for you and your family. You can even adopt your own dinosaur!

A Field Museum membership can be used for yourself or as a gift to a friend. To qualify you must make a net deposit of:

Deposit Reward
$25,000–$49,999 qualify for a One-year Individual Membership to The Field Museum
$50,000 or more qualify for a One-year Family Membership to The Field Museum plus Adopt a Dino

To enroll in this offer, here’s what you need to do.

  • If you’re an existing client, can call 866-393-6161
  • Not currently a Schwab client? Call 866-393-6161, visit a local branch, or select the “Apply Now” button below to apply for an account online. Then use this code to enroll: FIELD

For more information and details, please check out their website.

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