Charles Schwab Promotion
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Charles Schwab Promotion #2
For now, Schwab has another promotion: if you refer a friend, they can get up to $1,000 when they sign up.
This is noteworthy because the benefit is mainly for the friend. Usually, referral programs offer something to the person making the referral to encourage them to refer more people.
At Schwab, as their website mentions, using the referral program shows you're a "true-blue friend." It seems that Schwab is counting on people who genuinely value their services and want to help their friends gain from both Schwab’s offerings and some extra money.
How to Use Schwab Promotion
Schwab’s friend referral program is simple. Log in to the Charles Schwab website, hover over “Service,” and choose “Refer A Friend.”
You’ll then see an option that says, “Share your referral code.”
Copy and paste this referral code and send it to your family or friends.
Once they open an account using the link and fund it within 45 days, Schwab will deposit the Bonus Award into their account after the 45-day qualification period.
Note that only certain accounts are eligible for the Referral Offer:
- IRAs
- Schwab Managed Portfolios
- Schwab Intelligent Portfolios
- Schwab Bank High Yield Investor Checking (when combined with Schwab One accounts)
- Schwab Managed Account Select
- Schwab Global Accounts and certain tax-qualified retirement accounts, as well as ESA and accounts managed by independent advisors, do not currently qualify.
Also, this program cannot be combined with other temporary offers that Schwab might have, and you won’t be notified when a friend or family member opens the account (for privacy reasons).
However, two new clients living in the same household can receive the bonus, as long as they set up individual accounts and make the qualifying net deposit within 45 days.
Charles Schwab Referral Code
Use REFEREPB86NZJ referral code to get up to $1,000 cash bonus.
Charles Schwab Bonus For Existing Customers
Charles Schwab does not offer a promotion for existing customers at this time.
Schwab Promotion Code
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Charles Schwab Promo Code Disclaimer
Current Charles Schwab promo code details to open a new account could change at any time without notice. Read
bonus offer details carefully before depositing any money.
Updated on 3/1/2025.
Arthur Chachuna is a professional personal finance blogger, and the owner of Brokerage-Review.com.
He has been an avid investor for 25 years, and has a background in both applied math and programming.
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