TD Ameritrade Bonuses For Existing IRA Holders

CTM
CTM   |     |   113 posts since 2010

I got an email from TD Ameritrade (not TD Bank) with a bonus offer for existing IRA customers. Bonuses for existing customers are much less common than those for new accounts. The bonuses are also larger than those offered in their retail-facing advertisements for new clients. The email may be targeted, so YMMV.

Text clipped from the email follows (read both sections, italics are mine):

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Looking for ways to beat the heat? You’re not going to find it here. Because we’ve got a new offer that can only be described as sweltering.

Check this out: We’ll now give you up to $5,000 when you make a qualifying deposit. We’ll even throw in 90 days of $3.95 trades.

Your hard work has already paid off. We just want to make it even more rewarding for you.

Ready to roll? Call our Retirement Specialists at 877-921-2434 if you need help.

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Offer valid for existing E*TRADE Securities retirement accounts and excludes E*TRADE Securities brokerage, E*TRADE Futures, E*TRADE Bank, and E*TRADE Savings Bank accounts. Other restrictions may apply.

1. Cash credits for eligible deposits or transfers of new funds or securities from accounts outside of E*TRADE will be made as follows: $2,000,000 or more will receive $5,000; $1,000,000–$1,999,999 will receive $2,500; $500,000–$999,999 will receive $1,500; $250,000–$499,999 will receive $1,000; $100,000–$249,999 will receive $500. New funds or securities must: be deposited or transferred within 60 days of enrollment in offer, be from accounts outside of E*TRADE, and remain in the account (minus any trading losses) for a minimum of 12 months or the cash credit may be surrendered. The credit will appear in your account within one week of the close of the 60-day window. Multiple deposits made to eligible accounts will be aggregated and will receive a credit on a pro-rata basis.

Upon completion of a minimum deposit of $100,000 of new funds or securities from external accounts, eligible accounts will receive a reduced commission rate of $3.95 for up to 500 stock trades for a total of 90 days. You will pay your current applicable commission (up to $6.95) at the time of the trade and your account will be credited for the difference between that commission rate and $3.95 within a week of trade execution. Account must be funded within 60 days of enrollment or your account will be disqualified from this offer. At the close of the 90-day period, your account will revert back to your previous trade commission rate (up to $6.95). Stock plan account transactions are subject to separate commission schedule.

Excludes current E*TRADE Financial Corporation associates, non-U.S. residents, and any jurisdiction where this offer is not valid. You must be the original recipient of this offer to enroll. One promotion per customer. This offer is not valid for custodial, estate, LLC, sole proprietorship, or unincorporated organization accounts. E*TRADE Securities reserves the right to terminate this offer at any time. Must be enrolled by July 31, 2019, the offer expiration date. Consult your tax professional regarding limits on depositing and rolling over qualified assets.



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