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$600 bonus - Charles Schwab : IRA rollover; Exp. - 12/31/12


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#1 markber

markber

    1 billion bucks

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Posted 18 September 2012 - 09:25 AM

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Terms:

With a qualifying rollover of $50,000–$99,999, get $200. With a qualifying rollover of $100,000–$249,999, get $300. With a qualifying rollover of $250,000 or more, get $600.

This offer is made available at Schwab’s discretion and is valid from September 29, 2012, to December 31, 2012, for individuals who enroll in the offer and then roll over funds into a new or existing retail IRA account with a qualifying net deposit of $50,000 or more. This offer is valid only for Charles Schwab & Co., Inc. (“Schwab”) retail IRA accounts and does not apply to IRA accounts held with or managed by independent investment advisors, ERISA-covered retirement plans, or certain tax-qualified retirement plans and accounts.

The IRA Rollover Promotion Award (“bonus” or “bonus award”) will be paid directly to the account enrolled in the offer and will not be applied to any other account. The bonus award will be based on net deposits into the account calculated as of January 31, 2013, which means assets transferred into the account on or after enrollment in the offer minus assets transferred from the account out of Schwab on or after the enrollment date and on or before January 31, 2013. The bonus award will be credited to your account within 45 days of January 31, 2013. Only outside assets new to Schwab’s retail division qualify for purposes of this bonus award. Transfers between Schwab IRA accounts, for example, do not qualify. Transfers from IRA accounts held at Schwab affiliates are also excluded.

You should consult with your own tax or legal advisor about the appropriate tax treatment for this bonus award and any tax implications associated with receipt of the bonus award in your account before enrolling in the offer or accepting the bonus award. Any taxes related to the bonus award are your responsibility.

This offer is limited to one bonus award per account and two bonus awards per person. The total amount received from this offer, when combined with amounts received from any other Schwab offers in the last 12 months, may not exceed $5,000 per household. Please see the Charles Schwab Pricing Guide for Individual Investors on Schwab.com for information about householding guidelines. This offer is not transferable, salable, or valid in conjunction with certain other Schwab offers. This offer is available to U.S. residents only. If you are an employee or contractor, or spouse of an employee or contractor, of Schwab or a Schwab affiliate; are a Schwab Independent Branch Leader or employee, or spouse of a Schwab Independent Branch Leader or employee; or are an employee of FINRA or any U.S. stock, option, or commodity exchange, you are not eligible. Schwab may modify or end this offer at any time without notice. Other restrictions may apply.


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