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.
