Author Topic: $600 brokerage incentive achieved  (Read 1121 times)


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$600 brokerage incentive achieved
« on: March 19, 2015, 12:23:11 PM »
I recently opened up a sharebuilder account, and due to previous investments elsewhere, along with our withdrawal of Roth principle (we plan to retire in five years), I was able to max out their incentive, which is the most generous and easy to achieve that I have found. 

Between cash deposits and a large stock transfer, of PG stock from a DRIP, we were able to achieve the $125k needed to get their max incentive, which is $600.  Now, I've gotten a lot of incentive money over the years, for bank accounts and credit cards, but this was the most, by far, of any I have ever achieved. 

Sharebuilder is also awesome for many other reasons, extremely user friendly, and links nicely to your capital one 360 checking account, and allows same day transfers from a linked account at capital one (they aren't paying me to say this). 

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Re: $600 brokerage incentive achieved
« Reply #1 on: March 21, 2015, 07:59:26 PM »
Thanks for the info!  (And congrats!)

I got $200 from Merrill Edge when I first opened that brokerage account, based on how much I transferred in.  But I'm going to check out that Sharebuilder deal, also.

Thanks again.