- 전체
- 후기 6828
- 후기-카드 1827
- 후기-발권-예약 1252
- 후기-백신 79
- 후기-격리면제 28
- 질문 57822
- 질문-기타 20948
- 질문-카드 11811
- 질문-항공 10275
- 질문-호텔 5257
- 질문-여행 4085
- 질문-DIY 195
- 질문-자가격리 19
- 질문-은퇴 422
- 정보 24403
- 정보-자가격리 133
- 정보-카드 5249
- 정보-기타 8071
- 정보-항공 3851
- 정보-호텔 3264
- 정보-여행 1076
- 정보-DIY 207
- 정보-맛집 219
- 정보-부동산 43
- 정보-은퇴 262
- 여행기 3448
- 여행기-하와이 390
- 잡담 15559
- 필독 63
- 자료 66
- 자랑 722
- 금요스페셜 106
- 강퇴로 가는 길 11
- 자기소개 661
- 구라 2
- 요리-레시피 71
- 오프모임 200
- 나눔 2708
- 홍보 15
- 운영자공지 32
[Update 5/31/2017]
45일이 지나고 하루 뒤에 추가 보너스도 받았습니다.
그리고, Charles Schwab의 Robo advisor인 Intelligent Portfolios에서 투자를 해도 보너스를 받을 수 있다고 합니다.
[Update 5/16/2017]
1달 뒤에 정상적으로 $100은 받았습니다.
이미 사용하시는 분의 referral 없이도 SchwabWelcome11 만 넣어도 잘 받을 수 있네요.
다른 코드는 45일+일주일이니 좀 있다 다시 업데이트하겠습니다.
=======================================================================================
Charles Schwab 이 요즘 referral code가 두가지가 존재하는 것 같은데요.
http://www.schwab.com/public/schwab/nn/new_client_award.html
으로 가면 $500불까지 받을 수 있고, 여기서는 Brokerage Account (Individual, Joint), 또는 checking+brokerage (Individual)이 가능합니다.
여기서는 아래 코드가 자동 입력되고요.
SchwabWelcome11
http://www.schwab.com/public/schwab/nn/refer-prospect.html
링크로 가면 checking도 Joint가 가능한데,
REFER라는 코드가 자동으로 입력이 되네요.
저는 checking+brokerage 을 joint로 만들고 싶은데요.
REFER 코드를 입력하면 따로 다른 분에게 refer를 안받아도 되는 것인지 궁금하고요.
두 referral code를 동시에 입력해도 되는지도 궁금하네요.
Hard pull 관련해서는 Joint account는 둘 다 Hard pull 한다고 답변은 받았습니다.
최근에 두개 refer code 다 사용하셔서 성공적으로 만드신 분 계신가요?
- 전체
- 후기 6828
- 후기-카드 1827
- 후기-발권-예약 1252
- 후기-백신 79
- 후기-격리면제 28
- 질문 57822
- 질문-기타 20948
- 질문-카드 11811
- 질문-항공 10275
- 질문-호텔 5257
- 질문-여행 4085
- 질문-DIY 195
- 질문-자가격리 19
- 질문-은퇴 422
- 정보 24403
- 정보-자가격리 133
- 정보-카드 5249
- 정보-기타 8071
- 정보-항공 3851
- 정보-호텔 3264
- 정보-여행 1076
- 정보-DIY 207
- 정보-맛집 219
- 정보-부동산 43
- 정보-은퇴 262
- 여행기 3448
- 여행기-하와이 390
- 잡담 15559
- 필독 63
- 자료 66
- 자랑 722
- 금요스페셜 106
- 강퇴로 가는 길 11
- 자기소개 661
- 구라 2
- 요리-레시피 71
- 오프모임 200
- 나눔 2708
- 홍보 15
- 운영자공지 32
12 댓글
라이트닝
2017-04-12 07:25:28
스스로 해결했습니다.
채팅으로 문의하니 가능하다고는 하는데, 다른 사람이 전화를 주겠다고 하더군요.
그 이후에 전화 통화를 했는데, 두 referral code 동시에 사용가능하다고 합니다.
꼭 계좌가 있는 사람에게 refer를 받아야 하는 것은 아니고, referral code만 넣으면 되는 것 같습니다.
꼭 referral code를 넣어야 된다고 강조했으니, 둘 다 꼭 넣으시기 바랍니다.
CISA
2017-04-12 08:41:54
그럼 각 코드로 $100씩 총 $200을 받는건가요?
라이트닝
2017-04-12 09:09:39
최소 10000불을 이체하고 투자하시면 100불 100불 해서 200불 을 받으실 수 있을 것 같습니다.
CISA
2017-04-12 09:55:01
감사합니다
라이트닝
2017-04-13 05:08:42
investment account에 넣어야 된다고 되어 있네요.
훗날의 문제를 피하기 위해서 이체도 investment account로 직접하시는 것이 좋을 것 같습니다.
라이트닝
2017-04-12 09:10:55
REFER 코드에 대한 term입니다.
Schwab Referral Bonus Offer: Terms and Conditions
New clients who do not have a Charles Schwab & Co., Inc. ("Schwab") account (other than a Stock Plan Services account), open an eligible retail brokerage account, and enroll in the offer can earn a $100 Bonus Award. The Bonus Award will be credited to the enrolled account within approximately one month of account open. For taxable accounts, the account must be maintained 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. The offer is limited to one per account, with no more than one account enrolled per client. The offer does not apply to accounts managed by independent investment advisors, the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts. The offer is not transferable, saleable, or valid in conjunction with certain other offers and is available to U.S. residents 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. Schwab may decline requests to enroll in the offer at its discretion. Other restrictions may apply.
Consult with your tax advisor about the appropriate tax treatment of the Bonus Award before enrolling in the offer. Any related taxes are your responsibility. For taxable accounts, the value of all Schwab offers received will be reported as Other Income on your Form 1099-MISC if, when combined with Other Income earned, the value totals $600 or more during the calendar year. Recent IRS guidance may impact your ability to make more than one IRA to IRA rollover in a one-year period.
라이트닝
2017-04-12 09:12:12
SCHWABWELCOME11 term입니다.
Offer valid for individuals who do not have a Charles Schwab & Co., Inc. ("Schwab") account (other than a Stock Plan Services account) and who open and make a qualifying net deposit into an eligible retail brokerage account within 45 days of enrollment in the 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 other than Schwab Retirement Plan Services are excluded. Net deposits will be calculated as of the 45th day after enrollment and the cash bonus 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 cash bonus.
Schwab reserves the right to change the offer terms or terminate the offer at any time without notice. The offer is limited to one per account, with no more than one account enrolled per client. The offer does not apply to accounts managed by independent investment advisors, the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts. The cash bonus, when combined with the value received from all other offers in the last 12 months, may not exceed $5,000 per household, as defined in the Charles Schwab Pricing Guide for Individual Investors. The offer is not transferable, saleable, or valid in conjunction with certain other offers and is available to U.S. residents 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. Schwab may decline requests to enroll in the offer at its discretion. Other restrictions may apply.
Consult with your tax advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt of the cash bonus before enrolling. Any related taxes are your responsibility. For taxable accounts, the value of all Schwab offers received will be reported as Other Income on your Form 1099-MISC if, when combined with Other Income earned, the value totals $600 or more during the calendar year. Recent IRS guidance may impact your ability to make more than one IRA to IRA rollover in a one-year period.
라이트닝
2017-04-12 09:15:05
1년 예치가 보이네요.
만불이면 1%이니 은행 이자율은 최소한 나오겠습니다.
사회초년생
2017-05-01 23:06:25
라이트닝
2017-05-02 06:07:30
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 cash bonus.
이 내용입니다.
1년간 유지 안하면 다시 빼간다는 말이네요.
사회초년생
2017-05-03 02:37:46
라이트닝
2017-05-03 04:43:40
그렇죠.
직원과 전화 통화할때 investment account에 돈을 넣어두라고 하더라고요.
1년간 못건드리니 index fund, etf에 투자하시던지.
돈을 절대 잃기 싫은데 보너스만 받고 싶으시면 CD 1년짜리 넣어두시면 될 것 같습니다.