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Personal Investments • Re: 401k transfer bonus to Schwab refered by spouse anyone do it?

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Everything stated above by MoncyOCD is accurate, as I have Schwab with 6 accounts mixed between myself and spouse.

As for transfer bonuses, I'm curious what you are seeing/hearing or being offered. I moved a few accounts to Schwab a few months ago from EJ and was specifically told no transfer bonuses (accounts were mid-6 figures). They "reimbursed" me for the closing/termination fees associated with moving them, which was a few hundred dollars, but that was all.
This is a link to the Schwab refer a friend bonus.
https://www.schwab.com/refer-a-friend

Statistics: Posted by MedEngineer — Sat Oct 19, 2024 8:39 pm



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