Highlights
1. When you open a ShareBuilder Account and begin investing, you will get a $55 account bonus [Costco Members] and we will get five free trade credits.
2. If you want a referal, send an email to [email protected] [firegetters at gmail dot com] and we will send you a referral.
3. Simply type in your Costco membership number and in addition to the account bonus, you'll also receive a quarterly rebate on your transaction fees. Executive Members will receive a 25% quarterly rebate and Gold Start and Business Members will receive a 10% quarterly rebate.*
4. If you are not a Costco member, you will receive a $25 account bonus.** If you are not a Costco member, click here to receive the $25 account bonus.
Terms and Conditions:
To be eligible, you must be a current Costco member and have a valid Costco membership number.
* $55 Account Bonus: You will be eligible to receive the $55 account bonus when your Costco membership number has been entered in the ShareBuilder account set-up process and verified. The $55 will post within approximately 4 to 6 weeks after the first transaction has occurred in each newly opened Individual, Joint and Custodial Account with ShareBuilder. ShareBuilder and Costco reserve the right to terminate this offer at any time. Not valid with any other offer. Offer excludes Individual Retirement Accounts and Education Savings Accounts.
Quarterly Rebate Terms & Conditions: Costco members who make at least one automatic transaction or subscribe to either the Standard or Advantage Investing Program each month during a calendar quarter (starting with the first month of a calendar quarter) will receive a rebate on all automatic transaction and subscription fees for that calendar quarter. The rebate will be credited to their ShareBuilder account within 4 to 6 weeks of the end of the calendar quarter. This rebate will be paid on a quarterly basis. Qualifying Costco Executive Members will receive a 25% rebate and qualifying Costco Business and Gold Star Members will receive a 10% rebate. Rebate excludes Real-time Trades (rebate is paid only on recurring $4 transaction fees or $12 and $20 subscription fees).
** $25 Account Bonus: You must open a new ShareBuilder account and complete one security purchase to be eligible to receive the $25 account bonus. The $25 will post within approximately 4 to 6 weeks after the first transaction has occurred in each newly opened Individual, Joint and Custodial Account with ShareBuilder. ShareBuilder and Costco reserve the right to terminate this offer at any time. Not valid with any other offer. Offer excludes Individual Retirement Accounts and Education Savings Accounts.
See website for complete information including full fee schedule. Does not include Real-time Trades.
