Investing on your terms.
- Online trading
- Intuitive tools
- Personal advice
It's where you have many clear, approachable ways to invest, and the freedom to choose which work for you. You can find investments, set your pace and pursue your goals your way with an online account. Or if you like, craft your strategy with an advisor. It's your financial future, so this is investing on your terms.
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Open a new Capital One Investing IRA, Individual, Joint, or Custodial account with promotion code X360UPTO600, fund it within 90 days, and get some extra cash.
Capital One Investing financial advisors will work with you to build a personalized plan and then stick with you for the long haul. Advisors are available by phone for investors with advised accounts and in Capital One Bank locations, located in select areas.
Call 1-877-595-0014 to get answers from a real person. You can reach customer service Monday - Friday, 8 a.m. - 9 p.m. ET.
Securities and services are: Not FDIC insured • Not bank guaranteed • May lose value • Not a deposit • Not Insured by any Federal Government Agency
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.
All entities are separate but affiliated legal entities of Capital One Financial Corporation, each is responsible for its own products and services.
HOW THE BONUS WORKS
You have two steps to qualify for your cash bonus. First, open a new online Individual Retirement Account (IRA) or Individual, Joint or Custodial account using promo code X360UPTO600 by the promotion expiration date: 01/31/2017. You must have a U.S. Tax I.D. (Social Security number) to open a Capital One Investing, LLC, account. Second, make a net deposit, transfer, and/or rollover that posts to your new account within 90 days of opening your account. Your net qualifying assets posted during that 90-day period must be at least $5,000 to be eligible for a $50 bonus, $15,000 for a $100 bonus, $50,000 for a $200 bonus, $100,000 for a $300 bonus, or $200,000 for a $600 bonus. If your net qualifying assets are within $100 of a higher bonus level, you will be credited at that level so you receive a larger 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 online Capital One Investing account, or from a Capital One 360® IRA to an online Capital One Investing IRA, do not qualify. Promotion is non-transferable, not valid for ESAs, and not valid with any other promotion. Limit one bonus per customer or custodial beneficiary.
WHEN YOU GET YOUR BONUS
Capital One Investing 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 following the 90-day period or your bonus may be reclaimed. Promotion may end at any time. Bonus may be refused or recovered if it is determined that you violated Capital One Investing's Account Agreement Opens a new window.
TAXES & YOUR BONUS
Any taxes related to Capital One Investing 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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