Online investing that makes sense.
- Invest Your Way
- Straightforward Tools
- Trade on the Go
Stock reports, customizable alerts and on-the-spot trades. Oh, my. ShareBuilder has them all. Plus, a clean, easy-to-drive website that helps you invest your way.
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Capital One 360 and Capital One Investing, LLC, are separate but affiliated legal entities, each responsible for their own products and services.
HOW THE BONUS WORKS
You have two steps to qualify for your cash bonus. First, open a new ShareBuilder Individual Retirement Account (IRA), Individual, Joint, or Custodial account using promo code 360UPTO600 by the promotion expiration date: 12/31/2015. You must have a U.S. Tax I.D. (Social Security number) to open a Capital One Investing, LLC, account. Second, you must make a net deposit, transfer, and/or rollover that posts to your new account within 90 days of opening it. Your net qualifying assets posted during that 90-day period must be at least $5,000 to be eligible for a $50 bonus, $10,000 for a $100 bonus, $25,000 for a $200 bonus, $50,000 for a $300 bonus, or $125,000 for a $600 bonus. Your net qualifying assets are the total amounts of your deposits and transfers, minus any withdrawals. (Note: the qualifying asset amount isn’t affected by any change in value for your securities after they were deposited.) Transfers from an existing ShareBuilder account, or from a Capital One® IRA to a ShareBuilder IRA, do not qualify. Promotion is non-transferable, not valid for ESAs, and not valid with any other promotion. Limit one ShareBuilder bonus per customer or custodial beneficiary. Promotion may be extended at ShareBuilder’s discretion.
WHEN YOU GET YOUR BONUS
ShareBuilder will add the bonus to your account within 4–6 weeks following the 90-day period. The bonus is not available for withdrawal for 180 days after it is awarded to your account. Qualifying assets must remain in the account (minus any losses related to trading or market volatility) for at least 9 months after the end of the 90-day period or ShareBuilder may reclaim your bonus. ShareBuilder can end this promotion at any time, and refuse or recover any bonus, if it determines you violated ShareBuilder’s Account Agreement Opens a new window.
TAXES & YOUR BONUS
Any taxes related to Capital One Investing, LLC, offers are your responsibility. The bonus is a cash award and will not be reported to the IRS as an IRA contribution. You should consult your tax or legal advisor about the guidelines on IRS contribution limits for IRAs and the appropriate tax treatment for this award.
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Banking, Credit Card, Auto Finance, and Home Loan products and services are offered by the Capital One family of companies, including Capital One Bank (USA), N.A. and Capital One, N.A., NMLS ID 453156, Members FDICFederal Deposit Insurance Corporation.
Securities are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA Opens a new window/SIPC Opens a new window. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor. Insurance products are offered through Capital One Agency LLC. All are subsidiaries of Capital One Financial Corporation.
ShareBuilder and Capital One ShareBuilder are marketing names for Capital One Investing, LLC. ShareBuilder 401k and ShareBuilder Advisors are the marketing names for Capital One Advisors, LLC.
Securities and services are: Not FDICFederal Deposit Insurance Corporation insured • Not bank guaranteed • May lose value • Not a deposit • Not Insured by any Federal Government Agency
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