Charles Schwab Promotions & Bonuses in March 2024

Charles Schwab is one of the industry's top brokerages, catering to investors of all types. They offer a wide range of investment accounts, including tax-sheltered IRAs, taxable brokerages, automated and managed portfolios, trusts and charitable accounts. Under their Charles Schwab Bank umbrella, they also offer traditional banking products, including their High Yield Investor Checking account that you can link to your Schwab One brokerage account.

Investors that are just starting out appreciate the $0 account minimum. For active traders, the company offers $0 commissions for stock, options and ETF trades. Both camps will appreciate trading platforms that span desktop, web and mobile, and offer as many or as few tools as you're comfortable.

Current Charles Schwab Promo Codes & Bonus Offers

Here are the active Charles Schwab bonuses that you can benefit from today:

1. Schwab One® - $101 bonus

Charles Schwab has a bonus targeting new or entry-level investors in what they call the Schwab Starter Kit™, but new customers of all comfort levels can qualify. When you open a new account for this promo, Schwab will invest your bonus in fractional shares or "slices" of the top stocks by market cap in the S&P 500. Schwab recently upped this bonus from $50 at its previous level. It's a great way to start investing!

Charles Schwab : Schwab One®

Bonus Amount
$101
Account Type
Investment
Availability
Nationwide
Bonus Requirements
  1. Open a new Schwab One account at the url below or open a new taxable investment account using promo code "SCHWABSTARTERKIT".
  2. Within 30 days, Fund your account with a minimum of $50.
  3. Once funded, Schwab will deposit $101 in your account to purchase your stock slices at approximately 6:00 pm Eastern Time the next trading day.
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at Charles Schwab

2. Schwab One® - up to $1000 bonus

If you're not currently a Schwab customer, you can open any investment account and earn a referral bonus based on your net deposit within 45 days. This includes retail brokerage accounts, individual retirement accounts, or the managed portfolios like Schwab Intelligent Portfolios®.

Keep in mind that the link above is only for details – you will need to open the account through a referral link from an existing Schwab customer in order to qualify for the promo.

This is a tiered bonus, the more you deposit, the more you can earn.

  • Tier 1 | Balance Maintained: $25,000 - $49,999: $100 Bonus
  • Tier 2 | Balance Maintained: $50,000 - $99,999: $300 Bonus
  • Tier 3 | Balance Maintained: $100,000 - $499,999: $500 Bonus
  • Tier 4 | Balance Maintained: $500,000+: $1,000 Bonus

Charles Schwab : Schwab One®

Bonus Amount
up to $1000
Account Type
Investment
Availability
Nationwide
Bonus Requirements
  1. Open a new account using a referral link from an existing member.
  2. Within 45 days, make a qualifying net deposit between $25,000 - $500,000+ in cash or securities, earning the reward that correlates with that tier ($100-$1,000).
  3. The net deposit amount at the end of 45 day period will be used to calculate your bonus tier.
  4. Bonus will be paid into your account about a week after the 45-day period.

Summary: Charles Schwab's Current Bonuses

Here’s a recap of the current Charles Schwab promotions and offers that you can claim right now:

Account Account Type Amount Expires Requirements
Schwab One® Investment $101 Limited Time Min Balance Details
Schwab One® Investment up to $1000 Limited Time Min Balance, Referral Details

Expired Offers From Charles Schwab

These bonuses were recently offered by Charles Schwab, but are not available right now.

Check back often as Charles Schwab may revive these deals or offer similar promotions in the future. In the meantime, it can sometimes be helpful to compare Charles Schwab's current bonuses to their previous deals.

Schwab One® - $200 bonus (Expired)

Expired: March 31, 2021

Charles Schwab previously offered $200 for opening a Schwab One® account.

To earn the bonus, you needed to:

  1. Open a new Schwab investment account using a referral link.
  2. Within 45 days, deposit $25,000 in cash or securities.

Schwab One® - $500 bonus (Expired)

Charles Schwab previously offered $500 for opening a Schwab One® account.

The steps to earning this bonus were:

  1. Open a new Schwab investment account using a referral link.
  2. Within 45 days, deposit $100,000 in cash or securities.

Schwab One® - $300 bonus (Expired)

Charles Schwab previously offered $300 for opening a Schwab One® account.

Earning this bonus required you to:

  1. Open a new Schwab investment account using a referral link.
  2. Within 45 days, deposit $50,000 in cash or securities.

Schwab One® - $100 bonus (Expired)

Charles Schwab previously offered $100 for opening a Schwab One® account.

The requirements for this bonus were:

  1. Open a new Schwab investment account using a referral link.
  2. Within 45 days, deposit $25,000 - $49,999 in cash or securities.

Schwab One® - $50 bonus (Expired)

Charles Schwab previously offered $50 for opening a Schwab One® account.

To earn the bonus, you needed to:

  1. Open a new Schwab One account at the url below or open a new taxable investment account using promo code "SCHWABSTARTERKIT".
  2. Within 30 days, Fund your account with a minimum of $50.
  3. Once funded, Schwab will deposit $50 in your account to purchase your stock slices at approximately 6:00 pm Eastern Time the next trading day.