Charles Schwab Refer a Friend

To Refer a Friend

• Make your way to the refer a friend page to get started. You’ll be prompted to sign in to proceed with the the referral.
• Log in to find your unique referral code – this is what you’ll be sharing with your interested friends and family. You’ll find options for texting or emailing it directly.
• Ensure that your referred friend uses this code when signing up for an eligible account.
• At this point, your friend must make a qualifying net deposit within the 45 qualification period.

To Be Referred

• Get hold of your friend’s unique referral code – send them to the refer a friend page linked above if they haven’t already accessed it.
• Use this code when you sign up for an eligible account type (check the page here for a full list).
• To get your bonus you’ll need to meet the qualifying net deposit level within 45 days of being referred and opening your account.
• Depending on the amount you deposit, you’ll unlock greater bonuses – from $100 up to $500 for a net deposit of over $100,000.