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Charles Schwab (thinkorswim) Referral Code For 2026
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Charles Schwab thinkorswim Promotion
Charles Schwab thinkorswim Referral Code
thinkorswim On Schwab
thinkorswim Referral Offer Details
Right now, Schwab, the company behind thinkorswim, has a referral promotion in place: if you refer a
friend, that person can receive up to $1,000 after opening an eligible Schwab account and making a qualifying net deposit
of cash or securities within 45 days.
What sets this offer apart is that the reward goes to the referred customer. Many referral programs are designed to pay the person making the referral, giving them a reason to invite more people.
Schwab, by contrast, presents this program on its website as a way to be a “true-blue friend.” The message is that customers who value Schwab’s platform may want to share both the service itself and the opportunity to earn extra cash with friends and family.
thinkorswim Referral Program
Schwab’s referral program is easy to use. Log in to the Charles Schwab website, move your cursor over the “Service” menu, and click “Refer A Friend.”
On the next page, you’ll find a button that says “Share your referral code.”
You can then copy the referral code or send the referral link to friends or family members.
After your referral opens an eligible account through your link and funds it within 45 days, Schwab will deposit the bonus into that person’s account about 1 to 2 weeks after the 45-day eligibility period ends.
Keep in mind that some account types are not eligible for this promotion. These accounts are excluded:
- Schwab Bank Investor Checking accounts.
- Schwab Global Account.
- ERISA-covered retirement plans.
- Certain tax-qualified retirement plans and accounts.
- Education savings accounts.
- Schwab Bank accounts.
- Corporate accounts.
- Accounts managed by independent investment advisors.
Custodial accounts are eligible for the award. Eligible accounts include Schwab retail brokerage accounts and individual retirement accounts (IRAs), including accounts enrolled in Schwab-sponsored investment advisory programs.
Also, this referral offer cannot be combined with other Schwab promotions, and privacy rules mean you will not be notified when a referred person opens an account.
Even so, two new customers who live in the same household can each qualify for the bonus, provided that each one is new to Schwab, opens a separate account, and makes the required qualifying net deposit.
Written by Alex Bost
Updated on 9/28/2026.
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