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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
Schwab, the company that now provides access to thinkorswim, currently has a referral offer: when you refer a
friend, the referred person may qualify for up to $1,000 after opening an eligible Schwab account and making a qualifying net deposit
of cash or securities within 45 days.
A major difference with this offer is that the bonus is paid to the new referred client. Many referral offers reward the existing customer who shares the referral, which gives that person a direct incentive to bring in more users.
Schwab takes a different approach by describing the offer on its website as “true-blue friendship.” The idea is that clients who like Schwab’s services may want to tell friends and family about both the platform and the chance to receive extra cash.
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 following screen, there is a button labeled “Share your referral code.”
From there, you can copy your referral code or share the referral link with friends or family members.
Once the referred person opens an eligible account through the referral and funds it within 45 days, Schwab will place the bonus in that person’s account about 1 to 2 weeks after the 45-day qualification window ends.
Be aware that several account categories do not qualify 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 can qualify for the bonus. Eligible accounts include Schwab retail brokerage accounts and individual retirement accounts (IRAs), including accounts that participate in Schwab-sponsored investment advisory programs.
In addition, this referral promotion cannot be used together with other Schwab offers, and privacy rules prevent Schwab from telling you when someone you referred opens an account.
Still, two new clients living at the same address can each receive the bonus, as long as both are new to Schwab, each opens a separate account, and each makes the required qualifying net deposit.
Written by Alex Bost
Updated on 6/12/2026.
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