Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 4421

Investing - Theory, News & General • The Final, Definitive Thread on Brokerage Transfer Bonuses

$
0
0
Which offer were they able to match?
A quick Thank You to the posters on this thread!

I just received my Schwab bonus for depositing funds I was intending to deposit anyway. At the time, Schwab had no bonus available but they matched a competitive offer.
E Trade.
Did you call your local Schwab branch/rep / the general customer service number or is there a dedicated number for the promotions department? Did they match just the amount or the duration of the hold period, too?
I spoke to my local rep, who referred me to a Schwab specialist that handles promotions. As soon as I mentioned ETrade he knew exactly what I was talking about.

All details of the offer were matched including amount of bonus and required holding period. They followed up with a detailed email with all the particulars of the offer. Exactly 45 days later the $ was in my account.
Check your email confirmation of the terms when you enrolled (automated), schwab holds are usually 12mo, etrade offer was 6mo IIRC

Statistics: Posted by nalor511 — Fri Jul 26, 2024 12:31 pm — Replies 8671 — Views 1609726



Viewing all articles
Browse latest Browse all 4421

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>