How to enroll in this exclusive AARP offer:
Call Schwab at 877-310-7746. Have your AARP member ID ready and tell Schwab you’re interested in the Cash & Trade Offer for AARP Members.
Make a qualifying net deposit of at least $10,000 into a new or existing Schwab taxable brokerage account within 45 days.
Then get 50 commission-free online trades and a $100 credit to that account within 14 days.
The $10,000 net deposit into a taxable (non-retirement) retail brokerage account must be completed within 45 days of enrollment in the offer and maintained at Schwab for one year. Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab. The 50 commission-free trades and $100 will be credited to the account within 14 days of confirmation of the qualifying net deposit. Commission-free trades expire one year after being credited to the account and apply only to trades placed through Schwab.com, Schwab trading platform applications, and Schwab Wireless.
1. With a qualifying net deposit of $10,000 or more, get $100 and 50 commission-free online trades (the “Award”) credited to your account.
This offer is made available at Schwab’s discretion and is valid from January 7, 2013, through December 31, 2014, for AARP members with a valid AARP number who make a qualifying net deposit into a taxable retail brokerage account. Net deposits must be completed within 45 days of enrollment in the offer (“Enrollment”). Net deposits are assets deposited into the account on or after Enrollment and on or before the 45th day after Enrollment, minus assets withdrawn from the account and transferred out of Schwab during the same time period, and will be calculated daily. Only outside assets new to Schwab qualify. Transfers between Schwab accounts or from Schwab affiliates, for example, do not qualify. The Award will be applied only to the account for which the Award was determined. The Award will be credited to your account within 14 days of confirmation of your qualifying net deposit. You must maintain the net deposit amount (less market losses, if any) at Schwab for at least one year or Schwab may charge back the value of the Award. Free trades apply to base equity, exchange-traded fund (ETF), and options commissions only. Options per-contract, foreign transaction, exchange, and regulatory fees still apply. Only trades placed through Schwab.com, Schwab trading platform applications, and Schwab Wireless are eligible. Free trades will expire one year after being credited to your account. No credit will be given for unexecuted trades.
This offer is limited to one per AARP member. This offer is valid only for nonprofessional taxable retail brokerage accounts and does not apply to brokerage accounts held with or managed by independent investment advisors, Schwab Global Accounts, IRA accounts, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts. The value of the Award, when combined with the value 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.
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 withdraw this offer at any time without notice. Other restrictions may apply.
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