Find the latest Charles Schwab Bank bonuses, promotions, and offers here.
Right now, they are offering up to a $500 bonus and 500 free equity when you meet the requirements.
Charles Schwab Bank Bonuses Review
Charles Schwab Bank’s goal is to offer personal banking and lending products in addition to the brokerage services for which the company is commonly known. For 40 years, they have been an advocate for individual investors and the financial professionals who serve them.
- Promotion Links:
- Account Type: Brokerage, Investor Checking, or Retirement Account
- Availability: Nationwide
- Branches: (Bank Locator)
- Credit Inquiry: Unknown
- Direct Deposit Requirements: Yes
However, Charles Schwab Bank CD and Savings rates aren’t that great. Therefore, check our best rates Savings, Money Market, and CD accounts.
If this offer does not interest you, use our bank bonuses page to find other offers. Some popular bank offers include Chase Bank, Discover Bank, TD Bank, Huntington Bank, HSBC Bank, and many more.
I’ll go over all Charles Schwab Bank offers below.
Charles Schwab Up to $1,000 Bonus
Open an eligible account to get your bonus award and earn up to $1,000 bonus with qualifying net deposits.
- What you’ll get: Up to $1,000 bonus
- Eligible account: Brokerage Account
- Credit inquiry: Hard Pull
- Where it’s available: Nationwide
- How to earn it:
- Open an eligible account here to get your Bonus Award.
- Make a qualifying net deposit of cash or securities within 45 days.
- When you’ll receive it: Not listed, check with CSR
- Monthly fee: None
(No expiration date listed)
How To Earn Equity Bonus
HOW TO EARN BONUSONLINE TRADESTERMS
- Open an eligible account here to get your Bonus Award.
- Make a qualifying net deposit of cash or securities within 45 days.
- $25,000–$49,999 deposit = $100 bonus
- $50,000–$99,999 = $300 bonus
- $100,000-$499,999 = $500 bonus
- $500,000+ = $1,000 bonus
- They’ll deposit the Bonus Award into your account about a week after the 45-day qualification period.
- Offer valid for individuals who make a qualifying net deposit into a Charles Schwab & Co. Inc. (“Schwab”) retail brokerage account within 45 days of enrollment in the offer.
- Only assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company are excluded.
- Offer valid for referred individuals who do not currently have a Charles Schwab & Co., Inc. (“Schwab”) account (other than a Stock Plan Services account) and who open and make a qualifying net deposit into an eligible retail brokerage account within 45 days of enrolling in the offer.
- Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab.
- Only outside assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services are excluded.
- Net deposits will be calculated as of the 45th day after enrollment, and the bonus award will be credited to the enrolled account within approximately one week.
- For taxable accounts, you must maintain the net deposit amount (less any market losses) at Schwab for at least one year or Schwab may charge back the bonus award.
- Schwab reserves the right to change the offer terms or terminate the offer at any time without notice.
- This offer is limited to one per account, with no more than one account enrolled per client.
- It does not apply to accounts managed by independent investment advisors, the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts.
- The bonus award, when combined with the value received from all other offers in the last 12 months, may not exceed $5,000 per household, as defined in the Charles Schwab Pricing Guide for Individual Investors.
- This offer is not transferable, saleable, or valid in conjunction with other offers and is available to U.S. residents only.
- Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; their spouses; and employees of any securities regulatory organization or exchange are not eligible.
- Other restrictions may apply.
- Consult with your tax advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt before enrolling.
- Any related taxes are your responsibility.
- For taxable accounts, the bonus award will be reported on your Form 1099-INT.
- IRS guidance may impact your ability to make more than one IRA-to-IRA rollover in a one-year period.
Charles Schwab Starter Kit $101 Bonus
Earn a $101 bonus when you open a new Schwab account and fund it with $50 within 30 days from opening.
- What you’ll get: $101 bonus
- Eligible account: Brokerage Account
- Credit inquiry: Hard Pull
- Where it’s available: Nationwide
- How to earn it:
- Open a new Schwab account and fund it with $50 within 30 days
- Earn the $101 bonus
- When you’ll receive it: Not listed, check with CSR
- Monthly fee: None
(No expiration date listed)
How To Earn Equity Bonus
HOW TO EARN BONUSONLINE TRADESEARN THE TRANSFER FEE CREDIT
- Open a Schwab Starter Kit using the link to enroll in the offer.
- Fund your account with a minimum of $50 within 30 days of opening the account to qualify.
- Once funded, Schwab will deposit $101 in your account to purchase your stock slices.
- Offer valid for individuals who make a qualifying net deposit into a Charles Schwab & Co. Inc. (“Schwab”) retail brokerage account within 45 days of enrollment in the offer.
- Only assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company are excluded.
- After you fund the account, Schwab will deposit an additional $50 to invest in fractional shares of the top five stocks by market cap in the S&P 500 ($10 each) through Schwab Stock Slices.
- With the Schwab Starter Kit™ you will get educational tools and resources.
- The Schwab Starter Kit™ offer is only available to eligible new customers.
- To be eligible to receive the $101 cash bonus, you must be an individual who does not have a Charles Schwab & Co., Inc. (“Schwab”) account (other than a Schwab Stock Plan Services account) and who: (1) opens a Schwab One individual taxable retail brokerage account and (2) deposits at least $50 into that account within 30 days of enrolling in the offer (only outside assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services are excluded).
Charles Schwab 500 Free Equity Bonus
Earn up to 500 commission-free trades when you enroll and make a deposit of $100,000 in your account to earn trades.
- What you’ll get: 500 Free Equity
- Eligible account: Brokerage Account
- Credit inquiry: Hard Pull
- Where it’s available: Nationwide
- How to earn it:
- Open an individual brokerage account
- Enroll and make a qualifying net deposit of $100,000
- Qualifying net deposit must be made
- When you’ll receive it: Not listed, check with CSR
- Monthly fee: None
(Does Not Expire)
| J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
How To Earn Equity Bonus
HOW TO EARN BONUSONLINE TRADESEARN THE TRANSFER FEE CREDIT
- Open an individual brokerage account
- Enroll and make a qualifying net deposit of $100,000 in your Schwab account to earn your trades
- Qualifying net deposit must be made within 45 days of enrollment in the offer
- Offer valid for individuals who make a qualifying net deposit into a Charles Schwab & Co. Inc. (“Schwab”) retail brokerage account within 45 days of enrollment in the offer.
- Only assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company are excluded.
- Schwab reserves the right to change the offer terms or terminate the offer at any time without notice.
- This offer is limited to one per account, with no more than one account enrolled per client.
- No more than 500 trades per client may be received pursuant to all promotional offers in any 12-month period.
- This offer does not apply to brokerage accounts managed by independent investment advisors or enrolled in advisory service, the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans, and accounts, or education savings accounts.
- This offer is not transferable, saleable, or valid in conjunction with any other offer and is available to U.S. residents only.
- Any taxes related to the offer are your responsibility.
Charles Schwab $500 Referral Bonus
Charles Schwab is offering a $500 bonus when you refer a friend to open a new qualifying Charles Schwab account.
- What you’ll get: $500 Bonus
- Eligible account: Charles Schwab Account
- Credit inquiry: Unknown
- Where it’s available: Nationwide
- How to earn it:
- Become a Schwab client
- Make a qualifying net deposit of cash or securities within 45 days.
- When you’ll receive it: They will deposit the Bonus Award into your account about a week after the 45-day qualification period.
- Monthly fee: None
(Does Not Expire)
| J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
How to Earn $500 Bonus
EARN THE BONUSACCOUNT FEATURESWAIVE THE MONTHLY FEEFINE PRINT
- Become a Schwab client
- Open an account using a friends referral code
- Make a qualifying net deposit of cash or securities within 45 days.
- $1,000–$24,999: $100
- $25,000–$49,999: $200
- $50,000–$99,999: $300
- $100,000+: $500
- Free bill pay on Schwab.com and Schwab Mobile
- Check deposit from anywhere with Schwab Mobile Deposit
- Free standard checks and a Schwab Bank Visa® Platinum Debit Card
- FDIC insurance up to $250,000
- A linked Schwab One Brokerage Account
- No Monthly Fees
- Offer valid for referred individuals who do not currently have a Charles Schwab & Co., Inc. (“Schwab”) account (other than a Stock Plan Services account) and who open and make a qualifying net deposit into an eligible retail brokerage account within 45 days of enrolling in the offer.
- Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab.
- Only outside assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services are excluded.
- For taxable accounts, you must maintain the net deposit amount (less any market losses) at Schwab for at least one year or Schwab may charge back the bonus award.
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Conclusion
Lastly, for those of you who are looking for a new account, Charles Schwab Bank has an easy sign-up bonus you can partake in. Additionally, for those of you who already have an existing account with Charles Schwab, feel free to reach out to customer service and see if they can give you the bonus as well.
Furthermore, feel free to comment on this post with any questions you may have about Charles Schwab Bank
Additionally, check back often for more Charles Schwab Bank Bonuses, Promotions, or Offers!
