Charles Schwab Promotions

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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 E*TRADE, Schwab has more than 300 branch offices.

More than likely there's 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 Referral Program
  2. Schwab Field Museum Promotion (expired)

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 $1,000 qualifying net deposit. Use this special code to enroll in the referral offer: REFER.

How to get this bonus:

  • Click here to get started
  • Open an account online
  • Use code: REFER when signing up
    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.

Note: This promotion is currently unavailable.

Schwab Field Museum Promotion (expired)

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

Note: This promotion is currently unavailable.

Larry Ludwig

Larry Ludwig was the founder and editor in chief of Investor Junkie. He graduated from Clemson University with a bachelor of science in computers and a minor in business. Back in the ’90s, I helped create some of the first financial websites for firms like Chase, T. Rowe Price, and ING Bank, and later went on to work for Nomura Securities. He’s had a passion for investing since he was 20 years old and has owned multiple businesses for over 20 years. He currently resides in Long Island, New York, with his wife and three children.

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