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Chase vs Charles Schwab: Brokerage Bonus Comparison

Updated September 2026 — See which brokerage bonus is better for you.

Chase Self-Directed Investing Bonus

$1,000 bonus

Hold Period
90 days from enrollment
Qualifying Period
45 days of account opening to fund account with qualifying new money
Requirements
Open new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA); Fund account with at least $5,000 in qualifying new money from outside J.P. Morgan Chase & Co. or its affiliates; New money must be transferred within 45 days of account opening; Maintain new funds in account for 90 days from enrollment date (market losses do not count against this requirement); Qualifying new money cannot be existing deposits, funds or securities held at Chase or its affiliates; Open a J.P. Morgan Self-Directed Investing account; Fund account with qualifying new money from outside J.P. Morgan Chase or its affiliates; Minimum $5,000 deposit to qualify for any bonus; Assets must come from moving cash, transferring securities, or rolling over retirement assets from another institution; Fund account within 45 days of account opening; Maintain new money for 90 days from enrollment; Minimum $5,000 in qualifying new money; Fund account within 45 days of enrollment; Maintain new funds for 90 days; Account must remain open and not be restricted at time of payout; Open J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA); Minimum $5,000 in qualifying new money deposits; Funds must come from external sources (not existing J.P. Morgan, Chase, or affiliate accounts); Assets must be maintained for 90 days from enrollment; Open a new J.P. Morgan Self-Directed Investing account; Deposit at least $5,000 in qualifying new money from outside JPMorganChase within 45 days; Maintain new funds for 90 days from enrollment; Qualifying new money must come from cash transfer, securities transfer, or IRA/401(k) rollover from another institution; Transfer $5,000+ qualifying new money from external institution; Can be cash, securities, or retirement account rollover; Must open account from offer page; Deposit/transfer $5,000 minimum in qualifying new money; Maintain new funds for 90 days from enrollment date; Fund account within 45 days of coupon enrollment; Can transfer cash, securities, or roll over retirement assets from non-Chase institutions; Fund account with qualifying new money of $5,000 or more; Qualifying new money must be from outside J.P. Morgan Chase & Co. or affiliates; Can transfer cash, securities, or roll over retirement assets; Maintain funds for 90 days from coupon enrollment; Must open account through the promotion page; Open J.P. Morgan Self-Directed Investing account (General, Traditional IRA, or Roth IRA); Fund account with $5,000+ in qualifying new money; Transfer cash, securities, or rollover retirement assets from non-Chase/non-J.P. Morgan institution; Complete funding within 45 days of coupon enrollment; Maintain funds for 90 days (market losses do not disqualify); Open account through promotional page or coupon code; Fund with new money from non-Chase/non-J.P. Morgan sources; Maintain qualifying funds for 90 days (trading losses do not disqualify); Must be at least $5,000 new money minimum; Minimum $5,000 deposit; Qualifying new money must be from non-Chase or non-J.P. Morgan account; Must fund account within 45 days of coupon enrollment; Must maintain funds for 90 days from enrollment (trading losses do not disqualify); Open account via promotional page/coupon code; Fund with qualifying new money (non-Chase/non-JPMorgan assets); Maintain funds for 90 days from enrollment; Open a J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA); Fund account with qualifying new money within 45 days of enrollment; Maintain new money balance for 90 days from enrollment; Qualifying new money cannot be existing deposits or funds held at JPMorgan Chase or affiliates; Market losses and trading fluctuations do not affect bonus qualification; Open new J.P. Morgan Self-Directed Investing account (General, Traditional IRA, or Roth IRA); Fund account with minimum $5,000 qualifying new money within 45 days; New money must come from outside J.P. Morgan Chase & Co. or affiliates; Open account through promotional page or with coupon code; Fund with qualifying new money within 45 days; Qualifying new money cannot be existing deposits, funds, or securities held by you at Chase or its affiliates; Minimum $5,000 qualifying new money deposit; Qualifying new money must come from non-Chase/non-JPMorgan institution; Maintain funds for 90 days from enrollment (market losses do not count against you); Fund account with $5,000 or more in qualifying new money; Fund within 45 days of coupon enrollment; Available account types: General Investing, Traditional IRA, Roth IRA, Trust accounts; Fund account with qualifying new money ($5,000 minimum); Funds must come from non-Chase or non-J.P. Morgan institution; Fund within 45 days of account opening; Deposit/transfer minimum $5,000 of qualifying new money; Money must come from outside J.P. Morgan Chase or its affiliates; Deposit/transfer $5,000 or more in qualifying new money within 45 days of account opening; Funds can be cash transfer, securities transfer, or retirement account rollover from outside institutions; Open J.P. Morgan Self-Directed Investing account; Fund with $5,000+ in qualifying new money (cash, securities, or IRA rollovers) from non-Chase/non-JPMorgan institution; Maintain funds for 90 days from coupon enrollment (trading/market losses do not disqualify); Must open account through promotional page with coupon code; Deposit/transfer minimum $5,000 from external institution; Account types eligible: General Investment, Traditional IRA, or Roth IRA; New money must be transferred within 45 days of coupon enrollment date; Cannot transfer from existing Chase/J.P. Morgan accounts
Expires
October 20, 2026
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Schwab Brokerage Referral Bonus

$1,000 bonus

Hold Period
1 year
Qualifying Period
45 days from account opening
Requirements
Must be referred by a current Schwab client; Must open eligible retail brokerage account or IRA; Must make qualifying net deposit within 45 days of enrollment; Must provide valid referral code during account opening; Must be new to Schwab (except Stock Plan Services accounts); Must open eligible retail brokerage account; Must be referred by existing Schwab client; Only outside assets new to Schwab qualify; assets transferred from most affiliates excluded; Make qualifying net deposit within 45 days; Maintain deposit for 1 year (taxable accounts); Open eligible retail brokerage account or IRA; Make qualifying net deposit within 45 days of enrollment; Maintain deposit for at least 1 year (taxable accounts) to avoid clawback; Make qualifying net deposit of cash or securities; Minimum $25,000 deposit to qualify for any bonus; Deposit must be made within 45 days of enrolling; Eligible account types: Schwab retail brokerage accounts and IRAs (Intelligent Portfolios, Managed Portfolios, Managed Account Select, Managed Account Connection, Wealth Advisory); Make a qualifying net deposit of cash or securities within 45 days of opening; Deposit must be new to Schwab (not transferred from affiliated Schwab entities); Eligible account types: Schwab retail brokerage accounts and IRAs (including advisory programs); Use referral link from existing Schwab customer; Maintain net deposit (less market losses) for 1 year; Maintain net deposit (less market losses) for 1 year in taxable accounts; Qualifying net deposit (cash or securities) within 45 days; Assets must be new to Schwab (not from Schwab affiliates); Eligible account types: Schwab retail brokerage, IRAs, Schwab-sponsored investment advisory programs; Deposit must be new assets to Schwab (external sources only); Open and fund an eligible retail brokerage account or IRA; Make qualifying net deposit (new assets only) within 45 days of enrollment; Deposit amount determines bonus tier ($25,000 minimum); Maintain net deposit at Schwab for at least one year (for taxable accounts); Make a qualifying net deposit of $25,000+ within 45 days of account opening; Must open eligible retail brokerage account or IRA (Schwab One account); Qualifying net deposit required within 45 days of enrollment; Outside assets new to Schwab only; Make a qualifying net deposit of cash or securities within 45 days of opening account; Deposits must be new to Schwab (not transfers from Schwab affiliates); Must enroll via referrer's code; Enroll via referral link from existing Schwab client; Maintain deposit (less market losses) for at least 1 year; Make qualifying net deposit within 45 days of account opening; Deposits must be from outside Schwab (new to Schwab); Minimum $25,000 deposit required; Make a qualifying net deposit within 45 days; Maintain net deposit for at least one year (taxable accounts); Open eligible retail brokerage or IRA account; Must use referral link from existing Schwab customer; Open eligible retail brokerage account via referral code; Maintain net deposit for at least 1 year (for taxable accounts); Qualifying net deposit of $25,000 or more within 45 days of account opening; Net deposits must be from outside Schwab (not internal transfers); Qualifying net deposit within 45 days of account opening; Net deposit amount must be maintained for 1 year (for taxable accounts) or bonus may be charged back; Must use referral code from existing Schwab client; Make qualifying net deposit within 45 days of opening account; Make qualifying net deposit (cash or securities) within 45 days; Deposit amount determines bonus tier; Must use valid referral link to enroll; New to Schwab (no existing Schwab account other than Stock Plan Services); Must open eligible retail brokerage or IRA account; Must make qualifying net deposit matching tier within 45 days; For taxable accounts, must maintain deposit for 1 year; Open eligible Schwab retail brokerage or IRA account; Maintain net deposit for at least one year (for taxable accounts); Qualifying net deposit of cash or securities within 45 days of enrolling; Outside assets new to Schwab (transfers from certain Schwab affiliates excluded); Maintain net deposit (less market losses) for at least one year (taxable accounts); Must be referred by existing Schwab customer; Qualifying net deposit required (amounts vary by tier); Account must be retail brokerage or IRA; Assets must be new to Schwab; For taxable accounts, maintain net deposit (less market losses) for one year; Deposits must be in Schwab One account
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Bottom Line

Both offer the same bonus amount ($1,000). Compare the hold periods, requirements, and other terms to decide which is best for you.

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