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Schwab Referral Offer

Charles Schwab Brokerage

$100 bonus
Offer type
Brokerage account bonus
Expiry
No stated end date
Min. opening deposit
$25,000
Direct deposit
Not required
Availability
Nationwide
Last verified
2026-10-11

How to earn it

  1. Become a Schwab client through a referral from an existing Schwab client
  2. Make a qualifying net deposit of at least $25,000 into the new Schwab account within 45 days of becoming a client
  3. Bonus tier is set by the qualifying net deposit: $25,000-$49,999.99 earns $100, $50,000-$99,999.99 earns $300, $100,000-$499,999.99 earns $500, $500,000 and over earns $1,000
  4. The award is credited to the enrolled account approximately one week after the 45-day qualification period
  5. The deposit must remain in the account for at least one year or the award may be forfeited
  6. The bonus is taxable and may be reported on Form 1099-MISC