- Taxable Investment Account
Get $500.00 if you complete $100,000.00 in deposits within 30 days of account opening and maintain that balance for 365 days.
Note that this account has an account transfer or closeout fee of $0.00
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Bonus Details: 0.50% match on deposits and transfers for 3 months (on up to $100K deposited) when you open any taxable, individual investing account. Bonus payout will be made in 4 equal quarterly installments, starting the first business day that falls 3 calendar days after the 3-month deposit window has ended. For example, if your window ends on a Saturday, your first payout would be on the following Tuesday (assuming it's not a holiday). The payout will be made to the taxable, individual investing account that had the highest net deposit balance during the 3-month deposit window. To receive each payout in full at each installment date, your account must be in a funded status and your current net deposit balance must not be less than the net deposit total during the 3-month deposit period. Your payouts will be pro-rated, if at the time of payouts, your current net deposit balance is less than the amount of net deposits made during the 3-month deposit period.
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