Final cash rewards are determined based on eligible net rollover amounts across all IRA accounts at the 60 day mark following enrollment. The maximum reward is $2,500. Cash payout by deposit amount are listed below:
|
Total Net Qualified Deposits (incl. Rollovers)*
|
Total Cash Reward**
|
|
$2,500 - $9,999
|
$100
|
|
$10,000 - $24,999
|
$125
|
|
$25,000 - $49,999
|
$150
|
|
$50,000 - $99,999
|
$300
|
|
$100,000 - $199,999
|
$750
|
|
$200,000+
|
$1,500
|
*The minimum amount of net deposits to receive a reward is $2,500.
**Reward amounts not cumulative.
