Final cash rewards are determined based on eligible net rollover amounts across all IRA accounts at the 60day mark following enrollment. The maximum reward is $1,000. Cash payout by deposit amount are listed below:
|
Total Net Qualified Deposits (incl. Rollovers)* |
Total Cash Reward** |
|
$40,000–$74,999 |
$150 |
|
$75,000–$124,999 |
$300 |
|
$125,000–$174,999 |
$500 |
|
$175,000+ |
$1000 |
*The minimum amount of net deposits to receive a reward is $40,000.
**Reward amounts not cumulative.
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