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jCT
jCT

Can we use this and put the money in the Schwab One® account to buy brokered CDs?

John
John

How soon do they deposit the bonus into your account? I opened my account around 12/6/2022 by using a referral link and made the deposit shortly after, but I have not seen the bonus deposited yet.

Matt
Matt

Are existing TD Ameritrade customers eligible for this offer? When I sign up there’s a popup which says “We see that you already have a Schwab account, or a TD Ameritrade account that will move to Schwab.” I’m worried that if I open an account I won’t get the bonus.

favo
favo

Matt Have you found the answer? I asked a Schwab agent via the online chat, the agent said “TD is separate until the accounts are merged, so you should be eligible.” However I saw some comments that seemed to say differently. Just wondering if there is concrete DP…

mark
mark

Any answer to this question? I’m scheduled to be moved from TD Ameritrade to Schwab next month, but would like to get the bonus. Is it possible, or am I considered an existing account?

favo
favo

I called TD Ameritrade and Schwab. TD said having a Schwab account would not disqualify, but Schwab said having a TD account would disqualify. While yesterday via online chatting Schwab said otherwise. So I guess no one really knows at the moment.

Sam
Sam

Is Schwab churnable?

Dan
Dan

Is a checking account considered a taxable account? (and thus vulnerable to clawbacks?)

20201103
20201103

Yes.

henry
henry

I have the start-kit account opened sometime ago. Looks that I need to close that account then may qualify for this bonus? Does anyone know? Thanks.

20201103
20201103

I don’t know if it’s necessary to close it, but the terms do say “Offer valid for referred individuals who do not currently have a Charles Schwab & Co., Inc. (“Schwab”) account…”.

I was in your situation. I first closed that account (so then had no Schwab account and could no longer log in). Then later I did the brokerage bonus (with a new login), and got that bonus.

henry
henry

Thanks for the DP!

ccw
ccw

Do you have to keep this account for sometime and call schwab to close it? any fees to close it?

20201103
20201103

P2 got $500 IRA bonus soon after day 45 and then did full transfer out (which costs $50).

Jay
Jay

When does the one year holding period start (so that they can’t claw back the bonus)? Does the 1yr start from day 1, or day 45?

20201103
20201103

From the deposit date (when you got the funds in that determined bonus amount), but this is just for taxable accounts. IRAs can leave once the bonus is paid.

favo
favo

20201103 Just curious, why are IRAs treated differently?

Andre
Andre

anyone got a referral for me?

Ben
Fog
Fog

Is the chat down? Always unavailable to connect

dylan
dylan

is it possible to do this if i did the Schwab starter kit offer

20201103
20201103

See comment #1518180.