A trusted connection has referred you to Schwab.
Great news! A friend has shared our exciting referral offer with you.
When you're referred and become a new Schwab client, you can get up to US$1,000. Simply enroll in the offer and make a qualifying net deposit of cash or securities and earn a bonus award.
US$1,000
When you net deposit US$500,000 or more
US$500
When you net deposit US$100,000 - US$499,999
US$300
When you net deposit US$50,000 - US$99,999
US$100
When you net deposit US$25,000 - US$49,999
How it works:
Become a Schwab Client
When you open an account using the button below, your friend's referral code will be applied automatically.
Fund your account
Make a qualifying net deposit of cash or securities within 45 days of enrolling this offer.
Get up to US$1,000
Net deposits will be calculated as of the 45th day after enrolling this offer, and we'll deposit the bonus award into your account within approximately one week.
Common questions
Schwab's Referral Offer rewards referred friends and family of Schwab clients with a Bonus Award for becoming a new Schwab client and making a qualifying net deposit.
Every client has a unique referral code. When you share it with friends and family, they can use it to enroll in the Offer when they become a new Schwab client and open an eligible account.
The Bonus Award goes to the referred new client when they make a qualifying net deposit within 45 days of enrolling this offer and becoming a Schwab client. We'll deposit up to US$1,000 in their account about a week after the 45-day qualification period.
Only the Schwab Hong Kong US Dollar account is eligible for this Referral Offer. Additionally, you must make the qualifying net deposit into a Schwab Hong Kong US Dollar account.
No. This offer can't be combined with other offers.
Yes. As long as both clients are new to Schwab, each can individually open an account and separately qualify for the Bonus Award, provided that each makes a qualifying net deposit.
No. For privacy reasons, Schwab will not notify clients when their referrals open an account. See our privacy policy to learn how we collect, share, and protect customer information.
Offer valid for referred individuals who do not currently have a Charles Schwab, Hong Kong, Limited ("Schwab") account and who open and make a qualifying net deposit into an eligible retail brokerage account within 45 days of enrolling this offer. Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab. Only outside assets new to Schwab qualify; assets transferred from affiliates are excluded. Net deposits will be calculated as of the 45th day after enrolling this offer, and the bonus award will be credited to the enrolled account within approximately one week. For taxable accounts, you must maintain the net deposit amount (less any market losses) at Schwab for at least one year or Schwab may charge back the bonus award.
Schwab reserves the right to change the offer terms or terminate the offer at any time without notice. This offer is limited to one per account, with no more than one account enrolled per client. This offer is not transferable, saleable, redeemable for cash, or valid in conjunction with other offers and is available to clients introduced through Charles Schwab, Hong Kong, Limited only. Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply.
Consult with your tax advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt before enrolling. Any related taxes are your responsibility. For taxable accounts, the bonus award will be reported on your Form 1099-Composite or your Form 1042-S, whichever is applicable.
Investing involves risks, including the possible loss of the principal amount invested. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. Past performance is not an indicator of future performance, the value of your investment and any income arising from it may fall as well as rise.