Charles Schwab Referral Bonus
Visit Schwab Website
Charles Schwab Referral Bonus
Charles Schwab friend referral program is paying you to join. There are a few rules, but the concept
is simple:
1. Use this referral link:
https://www.schwab.com/client-referral?refrid=REFER6QWRF
2. Or give Schwab a call at 800-398-8640 during business hours to tell them you’d like to join – make sure you also let them know you have a referral code!
3. Your new account will take a few days to open and be ready to trade, but once it is, you’ll need
to deposit an initial amount within 45 days. This also applies to outside account transfers.
4. Once the money or other account’s been deposited, you get up to $1,000!
Overview of Charles Schwab Investing
Charles Schwab is one of the "Big Five Brokerages": five largest brokerage houses it the Unites States (the others are
Robinhood, E*Trade, Vanguard, and Fidelity Investments). The company has been in investment business since 1971.
Charles Schwab now offers the most advanced trading technology with its Thinkorswim platform, and even for
the most sophisticated investor the trading and research tools provided are more than enough. Thinkorswim
is a feature-rich desktop application that comes with level II quotes, live streaming of CNBC financial news, and conditional orders.
Charles Schwab’s stellar reputation is built upon its brick and mortar business providing customers access
to more than 345 local branches for in-person visit. These locations provide in-branch workshops, advice,
guidance, and help when a computer or a phone call is not adequate. Accounts with a minimum of $25,000
receive the Schwab Managed Portfolio service that provides access to investment professionals and advisors
free of charge.
Beginners will find good resources at Schwab, including 24/7 customer support and a wide range of learning materials. Here's a rundown on how the broker can help new traders:
The Schwab website hosts videos and articles that discuss many important financial issues, such as estate planning, taxation, education savings, retirement, and inheritance. And of course a lot of material is devoted to securities, including not just stocks but also options and fixed-income products.
Stock and mutual fund reports are available to the broker's customers free of charge. Some of them are from Schwab, while others are published by independent third parties. These materials can help novices make better trading decisions.
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.
|