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
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.
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.