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mark (@guest_1746237)
November 27, 2023 10:22

opened on 9/5/23,
$75 received on 11/8/23.

MW (@guest_1745726)
November 26, 2023 15:02

9/6 – Account opened and $500 deposited
9/13 – Purchased $500 worth of SGOV

So far nothing….

MW (@guest_1746335)
November 27, 2023 12:38

Contacted customer service via Chat and was told:

“Reviewing your account, your account does not qualify for the bonus, as you had a promo code that was paid out in 2021 towards an account. Only one promo code can be used under a customer profile. You cannot close an account, open a new one, and a use a promo code after using a promo code and getting paid out”

They claimed that their supervisor also indicated that it wouldn’t be paid out. I argued that the verbiage on the terms and conditions has changed since my September signup and that I have the original verbiage. They said they would have a manager call me within the next 1-2 business days.

I signed up on the same date, same activities, same verbiage for P2. Not looking forward to having to battle this twice with them.

MW (@guest_1746336)
November 27, 2023 12:39

Note, I also did indicate multiple times that if not resolved, I would be filing an official complaint.

Brian R
Brian R (@guest_1746352)
November 27, 2023 13:02

I did exactly what your CSR claimed couldn’t be done, so far I’ve received the first $75 (on the second go round).
I won’t be calling TS.

Retired (@guest_1741567)
November 21, 2023 13:20

9/7, account opened
9/8, $500 added
11/20, $150 bonus received
Closing the account after Thanksgiving.

teybishhh (@guest_1742643)
November 22, 2023 14:36

same exact as urs but mine was
9/8, account opened
11/7, Received $75 bonus

but nothing after that,, are we supposed to wait more? to get the other $75

11/07/2023TradeStation Charges
11/23 ($50.00)USD
11/07/2023TradingView Cash Credit
11/23 ($75.00)USD
11/07/2023TradeStation Charges
11/23 $50.00USD
10/05/2023TradeStation Charges
10/23 $50.00USD
10/05/2023TradeStation Charges
10/23 ($50.00)USD
09/11/2023CASH RECEIVED ACH ($600.00)USD

Retired (@guest_1743993)
November 24, 2023 12:45

I got my bonus in one shot. Used the old promo code which pays out faster.

matthew J filippo
matthew J filippo (@guest_1738969)
November 17, 2023 16:35

I got this from the chat person. The account was funded 9/7

“For some reason our system did not credit you the funds, but I am seeing the promo applied on your account so I have talked to my manager to manually apply the 1st payment to your account. You should receive the funds for that in 7-10 business days.”

Danny at 15:33, Nov 17:
“For the 2nd payment, that is typically paid on the 90th day of when you funded the account so you will need to contact us then for the 2nd payment”

Nap (@guest_1736065)
November 13, 2023 15:02

Opened in September. Got first $75 2 months and 2 days after opening date.

There is a “TradeStation Charges 10/23” in October that got credited and debited once. What fee is that that gets charged and then credited?

Edit: Chat said this is if the trading plan is free. I have TS SELECT. So should be OK. Also did 10 trades this month to avoid $10 inactivity fee.

TJ (@guest_1739620)
November 18, 2023 19:53

Where do you even see charges, history, etc?

Nap (@guest_1740028)
November 19, 2023 17:07

In the monthly statement. You have to sign into Client Center and not Web Trading Live. There you should be able to download the monthly statements. It’s pretty terrible the whole web interface and I don’t know why anyone would keep this tradestation for active trading.

Rejection (@guest_1735948)
November 13, 2023 11:42

Opened the account on 9/8/2023, nothing yet!

Jay (@guest_1736758)
November 14, 2023 14:01

Exact same here.

Jay (@guest_1736775)
November 14, 2023 14:22

Chat said I should receive it by this week, and to contact them Monday if not.

REJECTION (@guest_1736767)
November 14, 2023 14:10

Update: I called the customer service. First REP told me “you didn’t attach the correct promo code” and I argued it was the right one. Then he said that promo expired in mid-Aug but I opened the account in early-Sep. I know that is completely BS, so I said I’m gonna initiate official complaint, then he yielded and let a manager contact me later saying I’m actually qualified and the bonus will be manually applied to my account in a few days. So if you have the same issue, fight.

Ant (@guest_1733705)
November 9, 2023 12:29

I didn’t receive anything. They said the code wasn’t applied “correctly”. Bait and switch

Mr. Seg
Mr. Seg (@guest_1732952)
November 8, 2023 17:22

I just heard from an agent:

Thank you for your email. Unfortunately, it appears that you previously received two TradingView promotional credits for a different TradeStation account. Per the promotional rules and conditions, only one offer per client is permitted on one qualifying account. Clients who received previous cash offers from TradeStation are ineligible. Unfortunately, your TradeStation account is not eligible for this promotion.

What terms is he referring to?

Gadget - Bank Bonus Geek 🔗
Gadget - Bank Bonus Geek 🔗 (@guest_1732970)
November 8, 2023 17:42

The paragraph of terms is just below where they mention the 1099-MISC.

This promotional offer does not apply to charges associated with overnight fees, regulatory fees or other account fees and charges, including margin interest, if any. Your account will be considered and approved or disapproved based on all relevant factors, including your financial situation and trading experience. Prices, fees, costs and terms are subject to change. This offer cannot be combined with any other offers. Only one offer per client on one qualifying account. Clients who received previous cash offers from TradeStation are ineligible. Additional restrictions apply. TradeStation reserves the right to terminate this offer or change the terms and conditions at any time.

If terms were different when you signed up, bust out that screenshot.

Mr. Seg
Mr. Seg (@guest_1732974)
November 8, 2023 17:45

Yes, when i signed up terms were different. Thanksfully someone posted the old web archive promotion

Nap (@guest_1736077)
November 13, 2023 15:18

Yes, it was different, when I signed up in September it read: “This offer cannot be combined with any other offers. Only one offer per client on one qualifying account. Existing clients are not eligible for this offer. Customers who receive promotional offers from any TradeStation affiliate may be subject to IRS Form 1099-MISC reporting requirements should the total value of those items exceed $599 in a calendar year. Please consult a tax professional.”

Christopher Robin
Christopher Robin (@guest_1736762)
November 14, 2023 14:04

@Mr. Seg Did you use a different email for this churn? Thank you.

Alana (@guest_1737597)
November 15, 2023 17:03

We did and we got the same reply as Mr. Seg. It does say the terms are subject to change any time but we applied with the old terms.

Christopher Robin
Christopher Robin (@guest_1737607)
November 15, 2023 17:25

Mr. Seg Did you use a different email for this churn? Thank you.

Mr. Seg
Mr. Seg (@guest_1737615)
November 15, 2023 17:34

Yes different email

Brian R
Brian R (@guest_1732678)
November 8, 2023 12:01

Opened account 9/5, first $75 bonus in account 11/7
This is my second TS account, I received the full $150 previously (11/2021)

TJ (@guest_1733334)
November 9, 2023 00:32

Also received my first $75 today. I opened mine within days of yours, don’t recall the exact day.

Candy White
Candy White (@guest_1732491)
November 8, 2023 07:55

Applied on 09/06 during the $150 promo. First $75 deposit hit account today, 11/08

MJF (@guest_1732517)
November 8, 2023 08:23

Same here.

HarryTheFirstHarry (@guest_1732550)
November 8, 2023 09:26

+1 – similar dates: almost thought I was not going to get it due to churning though with different email, but balance has been updated today to show the bonus. Looks like September openings have a relatively longer payout period of just over 2 months while previous DPs have been under 2 months. Lets hope the next 75 does not get delayed beyond the fee period.

Candy White
Candy White (@guest_1732679)
November 8, 2023 12:02

Yeah I saw a dp that said something about between the 6th and the (I think?) 12th of the month they pay out. So depending on your exact sign on day you may fall a little over or a little under that 60 day mark. If it does bleed over into the fee period do you have a plan to get the activity requirement to avoid the fee?

Manny (@guest_1732759)
November 8, 2023 13:46

What is the fee period?

HarryTheFirstHarry (@guest_1741539)
November 21, 2023 12:37
Inactivity Fee Minimum ActivityAccounts qualify for a monthly inactivity fee waiver when the following criteria are met: $5,000 average end-of-month equity balance OR at least ten (10) trades placed during the previous 90-day period.

So, even though there is no fee waiver specifically mentioned for the 1st 60 or 90 days, it appears that at the 90 day mark is when they can actually verify if 10 trades have been done in the past 90 days and then charge the fee (or not). Also, I incorrectly assumed its 10 trades every month which it is not. Just need to do 10 trades every 90 days. So I have the next week to finish my 9 trades as I already bought 5 SGOV in 1 trade earlier.

HarryTheFirstHarry (@guest_1732829)
November 8, 2023 14:58

Its not easy to avoid the fee – I will just have to take the hit for 1 month.

MJF (@guest_1732984)
November 8, 2023 17:56

Just buy SGOV 5x and sell it 5x over the next 30 days. 10 transactions in 90 days is simple.

HarryTheFirstHarry (@guest_1733556)
November 9, 2023 09:52

Thats a plan yes, but does it not attract wash-sale and such other tax reporting consequences? I usually try to avoid too many buy and sell in a short time period for that reason though I am not sure if I am right about that.

Jay (@guest_1734579)
November 10, 2023 15:45

Lol not at all man

Dean (@guest_1735967)
November 13, 2023 12:19

Ha! Doing that now. Many thanks, MJF.