$60/$55 Account Bonus: You will be eligible to receive the account bonus when your Costco membership number has been entered in the Sharebuilder account set-up process and verified. The applicable account bonus 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. The account bonus from Sharebuilder is not available for withdrawal for 90 days after it is awarded to your account. Sharebuilder and Costco reserve the right to terminate this offer at any time. Not valid with any other offer. Limit one Sharebuilder promotional award per unique customer or custodial beneficiary. 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 the Advantage Pricing Program each month during a calendar quarter (starting with the first month of a calendar quarter) will receive a rebate on all automatic transactions and subscriptions 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. In qualified accounts, including Traditional IRAs, Roth IRAs, and ESAs, any rebate amount will count towards the annual contribution limit for that account. Qualifying Costco Executive Members will receive a 25% rebate and qualifying Costco Business and Gold Star Members will receive a 10% rebate. Rebates exclude Real-time Trades (rebate is paid only on recurring automatic transaction charges or $12 subscription charges).