Bonus Deposit, Transfer or Roll Over
$600 $125,000
$300 $50,000
$200 $25,000
$100 $10,000
Promo code: INVEST600
So deposit, transfer or roll over money or assets by 03/07/2015. Then we'll add your cash bonus.
Sharebuilder: 800-747-2537 and we'll talk it out. (Mon-Fri, 8 AM-9 PM ET)
* Make a net deposit, transfer or rollover, less applicable withdrawals, into one account within 90 days of entering the promo code. Assets must be valued at no less than $10,000 to be eligible for a $100 bonus; $25,000 for a $200 bonus; $50,000 for a $300 bonus; or $125,000 for a $600 bonus. Transfer must be completed to the account with promo code INVEST600 within 90 days after the code is entered. Valid for new or existing IRA, Individual, Joint or Custodial accounts only. Not valid for ESAs. Customers whose account(s) previously qualified for an asset transfer offer are not eligible. Bonus will be awarded to your account within 4-6 weeks following the 90 day qualification window.
You should consult your tax or legal advisor about the guidelines on IRS IRA contribution limits and the appropriate tax treatment for this award. Any taxes related to Capital One ShareBuilder offers are your responsibility. The bonus is a cash award and will not be reported to the IRS as a contribution.
Bonus is not available for withdrawal for 180 days after it is awarded. Assets transferred into your account to qualify for the bonus must remain in the account (minus any losses related to trading or market volatility) for at least nine (9) months or your award may be reclaimed by ShareBuilder. Transfers from an existing ShareBuilder account, or from a Capital One 360 IRA to a ShareBuilder IRA do not qualify. Offer is not valid with any other offers and is non-transferable. Limit one account bonus per unique Customer. ShareBuilder reserves the right to terminate this offer at any time and to refuse or recover any promotion award if we determine that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of Capital One ShareBuilder's Account Agreement have been violated.
