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Charles Schwab Brokerage Promotions, Bonuses And Offers

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Charles Schwab Brokerage Promotions

Find all the new offers and bonus promotions from the Charles Schwab brokerage firm here. Along with TD Ameritrade, we rank Charles Schwab as one of the best stock brokers for beginners.

Charles Schwab is a brand well-known in the investment world. Founded in 1973, this brokerage firm now holds over 2.5 trillion in total client assets. You really can’t go wrong choosing this full-service broker.

Let’s review the current offers below.

Find the best stock brokerage promotions here.

Schwab 500 Free Equity & Options Trades Offer

With a qualifying net deposit of $100,000, you can earn 500 commission-free online equity and options trades good for 2 years.

  • 500 free trades offer has no set expiration date (can terminate at any time)
  • Offer available to new and existing Schwab clients
  • Enroll and make a qualifying net deposit of $100,000 in your Schwab account within 45 days for your free trades
  • 500 commission-free online equity and options trades are good for an entire year
  • The trades will be credited to the enrolled account within approximately one week of confirmation of your qualifying net deposit

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$100 Bonus With A Referred Schwab Account:

charles-schwab-100-bonus

Here are the details:

  • To earn the $100 bonus, open an eligible account and make the minimum opening deposit of $1,000.
  • New clients who do not have a Charles Schwab & Co., Inc. (“Schwab”) account (other than a Stock Plan Services account), open an eligible retail brokerage account, and enroll in the offer can earn a $100 Bonus Award.
  • The Bonus Award will be credited to the enrolled account within approximately one month of account open.
  • For taxable accounts, the account must be maintained at Schwab for at least one year or Schwab may charge back the Bonus Award.
  • The offer is limited to one per account, with no more than one account enrolled per client.
  • 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.
  • Schwab may decline requests to enroll in the offer at its discretion.
  • For taxable 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, the value totals $600 or more during the calendar year.

$100 Bonus Referral Link

*This is my personal referral link and I do not qualify for any incentive for you using it. Once you have an account open you can make referrals with the link below (your referrals will qualify for the $100 bonus; there is no incentive for you).

Refer Others

Charles Schwab High Yield Investor Checking Account

*Link this Online Checking account to a brokerage account with one of the above promotions

I love traveling, and discovered I needed a better solution for ATM withdrawals overseas, and while traveling in general. The High Yield Investor Checking Account is my secret weapon now. You can use the debit card at any ATM that accepts Visa worldwide.

Now here’s the best part – Charles Schwab doesn’t charge ATM fees anywhere, and they will reimburse you for ATM fees other banks/institutions charge!

You’ll have to open up a Charles Schwab brokerage account as well, but you’ll never have to use it, deposit funds into it, or keep any kind of balance while it’s linked to the Checking account. The reps understand people open up both accounts just to use the Checking, and will ask if you even have any interest in using the Brokerage services. This Checking accounts makes it onto our list of the Best Free Checking Accounts.

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*My Investments Disclosure
I'm constantly tweaking my investment strategies as I gain more insight and as investment options evolve. Below is my current lineup.
  • Thinkorswim platform from TD Ameritrade. This is the desktop platform I currently use to trade Forex, Futures and Equities. I mainly swing-trade, entering and exiting positions over a period of days to weeks. For the most part, I base my trading on Technical Analysis, following the tips I've learned from the james16 Chart Thread on forexfactory. As this is a high-risk endeavor, I only use a small portion of my pot.
  • Vanguard funds. As the great Warren Buffet recommends, I invest a good portion into an S&P 500 index fund directly with Vanguard. Most of my investments here are in the VOO Vanguard S&P 500 ETF. With an Expense Ratio of just 0.04%, this is a great way to diversify and save a great deal on fees. I've also decided to diversify further with the total stock market, investing in the VTI ETF with Vanguard.
  • Wealthfront. If you're a good number of years before reaching retirement, many finance experts suggest going with a robo-advisor. I've set my risk tolerance at high for now, and split a good portion of my investment funds between my Wealthfront and Vanguard accounts. With so many good reputable robo-advisors on the market, I decided on Wealthfront based on their track record, client reviews, and because I've been able to waive all management fees through their referral program.
  • Fundrise. I wanted to have an alternative to stocks and bonds, and decided to dip my toes in the private real estate arena with Fundrise. I'm not all-in on this strategy just yet, and only have a small account open.
  • Online Savings. This is how I store my emergency funds. The best online Savings accounts will provide much better rates than your traditional big banks will. You'll be able to make up to 6 withdrawals a month for emergency situations. Click the link to compare the nation's best rates.
  • Bitcoin and cryptocurrency. This is simply for fun and I can't recommend this option to anyone with all the unknowns. My investments in cryptocurrencies are minuscule, but it's fun following the madness.

Compare To These Brokerage Bonuses:

I currently invest via TD Ameritrade because I like their ThinkorSwim platform so much; they are very good about consistently offering sign-up bonuses. Personal Capital and Wealthfront are good choices as automated investing solutions. See all current brokerage offers here.

*Check back here for new Charles Schwab promotions, bonuses and offers.

FEATURED PROMOTIONS

$100 To $350 Chase Bank Bonuses$350 & $750 HSBC Checking Bonuses$150/$300 TD Bank Checking Bonus2.25% APY CIT Savings Builder70k Bonus Miles Barclaycard Arrival Plus®HSBC Cash Rewards Mastercard® credit card$3,500 Ally Invest Bonus
Chase Total Checking And Savings $350 Bonus 2

Chase Bank has several different sign-up bonus offers for a variety of their accounts:

 

Full Review

*Available Nationwide (Branch Locator)

HSBC BANK Banner 2

Get a $750 Welcome Deposit for eligible new customers who open an HSBC Premier checking account with qualifying activities.

Get a $350 Welcome Deposit for eligible new customers who open an HSBC Advance checking account with qualifying activities.

HSBC is also offering 2.05% APY with their online HSBC Direct Savings account (available nationwide).

Deposit products are offered in the U.S. by HSBC Bank USA, N.A. Member FDIC. The information, including rates and fees, presented in the review is accurate as of the date of the review. Please refer to issuer website and application for the most current information. We may be paid for the content on this site.

TD Bank $300 Checking Bonus

Apply online for a new TD Bank Checking account to earn either a $150 bonus or a $300 bonus.

Full Review

*Available in: CT, DC, DE, FL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT

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CIT Bank Savings Builder Account Offer 2

Open a new CIT Bank Savings Builder Account (available online nationwide) and get up to a 2.25% APY rate.

Full Review

*Available Nationwide

Learn More

CIT Bank also has a Money Market Account (available online nationwide) that earns 1.85% APY on all balances.

Barclays Arrival Plus Bonus

Earn 70,000 bonus miles worth $735 with the Barclaycard Arrival Plus® World Elite Mastercard®. See Terms

Full Review

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HSBC Cash Rewards Mastercard $150 Bonus

Earn a $150 cash rewards bonus after spending $2,500 in the first 3 months with the HSBC Cash Rewards Mastercard® credit card.

Full Review

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Ally Invest Offer

Ally Invest has a promotion where you can earn up to a $3,500 cash bonus, as well as $500 in commission-free trades for 90 days.

Full Review

*Available Nationwide

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*These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered.

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