To enroll in this offer, call us at 800-750-9073.

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Enroll in this offer today

Call 800-750-9073.
Visit a branch to get started.

Earn your retirement a cash bonus of up to $600 and 150 free trades.

Make a qualifying net deposit of your old 401(k) or IRA into a new or existing Schwab IRA of $50,000 or more, and you can earn a cash bonus in your account—and 150 free trades.

This promotion also available for taxable brokerage accounts. See details.

Qualifying net deposit | $50,000 | $100,000 | $250,000

Your cash bonus:* | $200 | $300 | $600

Your free trades: | 150 | 150 | 150

How you can take part in Schwab’s Cash Bonus and Trades Promotion:

To enroll, call a Schwab Rollover Consultant at 800-750-9073 or stop by a Schwab branch between now and December 31, 2013.
Make a qualifying $50,000 net deposit into a new or existing Schwab IRA and get 150 commission-free online trades within one week of your net deposit.
Get your cash bonus—up to $600—deposited into your Schwab IRA within one week of confirmation of the total qualifying net deposit, which occurs as of the 45th day after enrollment.

The net deposit amount, minus any market losses, must be held in the account for at least one year or the value of the cash portion of the award may be subject to a chargeback.

Roll over into a Schwab IRA and get:

No account service fees. Open and maintain a Schwab IRA free of charge, with no inactivity fees.¹
Personalized investment support. Once your account is open, you can receive a complimentary consultation² with a Schwab investment professional who can help you tailor your IRA to your personal goals.
A variety of investment choices. Move to Schwab and you can select from a full range of investment options, including mutual funds, exchange-traded funds (ETFs), bonds, stocks, and more.
Specialized service. Your Rollover Consultant will assist you with paperwork and transfers.

Enroll between now and December 31, 2013, and transfer your assets within 45 days to qualify for a cash bonus and 150 free trades. Call a Schwab Rollover Consultant at 800-750-9073 to get started.

¹Other fees may apply; see the Charles Schwab Pricing Guide for Individual Investors.

²The consultation is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses. During the consultation, specific advice and recommendations are limited to assets held at Schwab by clients with an existing Schwab retail brokerage account. Examples may be provided of the advice and recommendations that might be offered if outside assets were transferred to Schwab, however such information is for educational purposes only.

Please take into consideration, when making the decision to roll over a 401(k) account to an IRA, that investment choices and retirement payment options between the accounts will differ. There are costs associated with trading certain securities in a Schwab IRA and other costs and expenses that may differ. Rolling over funds to a Schwab IRA does not guarantee that securities held within the Schwab IRA will outperform securities held within the 401(k) account or experience lesser loss during periods of market volatility. Please seek the advice of a tax professional prior to making the decision to roll over your 401(k) to an IRA.

Schwab offers investment products that may be traded without transaction fees or commissions that are not contingent upon the deposit and/or rollover amounts referenced above. Please go to www.schwab.com to learn more about our investment products, including those that are eligible for $0 online trade commissions and no transaction fees, as well as restrictions that apply.

This offer is made available at the discretion of Charles Schwab & Co., Inc. (“Schwab”) and is valid from January 1, 2013, through December 31, 2013, for individuals who make a qualifying net deposit into a retail brokerage account. Net deposits must be completed within 45 days of enrollment in the offer (“Enrollment”). Net deposits are assets deposited into the enrolled account on or after Enrollment and on or before the 45th day after Enrollment, minus any assets withdrawn from the account and transferred out of Schwab during the same time period. The net deposit calculation for the free trades will be calculated daily, and the free trades will be credited to your account within one week of confirmation of a qualifying net deposit of at least $50,000. The net deposit calculation for the cash bonus will be calculated as of the 45th day after Enrollment, and the cash bonus will be credited to your account within one week of confirmation of your total qualifying net deposit. Only outside assets new to Schwab’s retail division qualify. Transfers between Schwab brokerage accounts or from Schwab affiliates, for example, do not qualify. The free trades and cash bonus (“Bonus Award”) will be applied only to the enrolled account for which the net deposit was calculated. You must maintain the net deposit amount (less market losses, if any) in your taxable brokerage account at Schwab for at least one year or Schwab may charge back the value of the cash bonus. Free trades apply to base equity, exchange-traded fund (ETF), and options commissions only. Options per-contract, foreign transaction, exchange and regulatory fees still apply. Only trades placed through Schwab.com, Schwab trading platform applications, and Schwab Wireless are eligible. Free trades will expire 180 days after being credited to your account. No credit will be given for unexecuted trades.

This offer is limited to one per account, with a maximum of two taxable brokerage and two IRA accounts enrolled per client. This offer is valid only for nonprofessional retail brokerage accounts and does not apply to brokerage accounts held with or managed by independent investment advisors, Schwab Global Accounts, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts. The value of the cash bonus, when combined with the value received from any other Schwab offers in the last 12 months, may not exceed $5,000 per household. See the Charles Schwab Pricing Guide for Individual Investors on Schwab.com for information about householding. This offer is not transferable, saleable, or valid in conjunction with certain other Schwab offers. This offer is available to U.S. residents only. If you are an employee or contractor, or spouse of an employee or contractor, of Schwab or a Schwab affiliate; are a Schwab Independent Branch Leader or employee, or spouse of a Schwab Independent Branch Leader or employee; or are an employee of the Financial Industry Regulatory Authority (FINRA) or any U.S. stock, option, or commodity exchange, you are not eligible. Schwab may modify or withdraw this offer at any time without notice. Other restrictions may apply.

You should consult with your tax or legal advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt of the Bonus Award prior to enrolling in the offer or accepting the Bonus Award. Any taxes related to the offer are your responsibility. For taxable brokerage accounts, the value of all Schwab offers received will be reported as Other Income on your Form 1099-MISC if, when combined with Other Income earned on your taxable brokerage account, the value totals $600 or more during the calendar year.