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Charles Schwab Referral Bonus — Up to $1,000
Brokerage

Charles Schwab Referral Bonus — Up to $1,000 Sign-Up Bonus

Sign up for Charles Schwab Referral Bonus — Up to $1,000 and earn a bonus.

Apply Now

Bonus Tiers

DepositBonus
$25,000 - $49,999$100
$50,000 - $99,999$250
$100,000 - $249,999$500
$500,000+$1,000

Hold Period

1 year

Qualifying Period

45 days

Payout

Within 1-2 weeks after 45-day period

Requirements

  • ✓Open eligible retail brokerage account or IRA
  • ✓Make qualifying net deposit within 45 days
  • ✓Maintain net deposit (less market losses) for one year in taxable accounts
  • ✓Deposits in Schwab One account

Restrictions

  • ⚠New customers only
  • ⚠Must use referral link from existing Schwab customer

Sign-Up Bonus

$1,000

View Promo Terms →

Last updated April 12, 2026

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  • ⚠One per account, one per client
  • ⚠U.S. residents only
  • ⚠Only outside assets new to Schwab qualify
  • ⚠Not valid with other offers
  • Fees

    • $0 commission on stocks and ETFs
    • Net deposits calculated as of 45th day after enrollment
    • Only new Schwab customers eligible (excluding Stock Plan Services accounts)
    • Bonus may be clawed back if hold period not maintained
    • Reported on Form 1099-INT for taxable accounts
    • Assets from Schwab affiliates other than Retirement Plan Services excluded