As a Costco member, when you open an account and set up an automatic investing plan, you will be eligible to receive a $55 account bonus after your first trade PLUS an-going quarterly rebate on your investment transaction charges.
Costco members who make at least one automatic transaction or subscribe to either the Standard or Advantage subscription investing program each month during a calendar quarter (starting with the first month of a calendar quarter) will receive a rebate on all automatic transaction and subscription for that calendar quarter. Executive Members will receive a rebate of 25% on transaction charges. GoldStar and Business Members receive a 10% rebate.
| Executive Member 25% Rebate Program |
Account Opening Bonus* |
Quarterly Rebate |
Annual Rebate Total |
Total Benefit: Year One |
Basic Program $4 per automatic investment |
$55 |
$3 |
$12 |
$67 |
Standard Program $12 monthly subscription |
$55 |
$9 |
$36 |
$91 |
| Advantage Program $20 monthly subscription |
$55 | $15 | $60 | $115 |
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| Gold Star & Business Members 10% Rebate Program |
Account Opening Bonus* |
Quarterly Rebate |
Annual Rebate Total |
Total Benefit: Year One |
Basic Program $4 per automatic investment |
$55 |
$1 |
$5 |
$60 |
Standard Program $12 monthly subscription |
$55 |
$4 |
$14 |
$69 |
| Advantage Program $20 monthly subscription |
$55 | $6 | $24 | $79 |
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*$55 Account Bonus : You will be eligible to receive the $55 account bonus when your Costco membership number has been entered in the ShareBuilder account set-up process and verified. The $55 will post within approximately 4 to 6 weeks after the first transaction has occurred in each newly opened Individual, Joint and Custodial Account with ShareBuilder. ShareBuilder and Costco reserve the right to terminate this offer at any time. Not valid with any other offer. Limit one ShareBuilder promotional award per unique customer or custodial beneficiary. Offer excludes Individual Retirement Accounts and Education Savings Accounts.
Quarterly Rebate Terms & Conditions: Costco members who make at least one automatic transaction or subscribe to either the Standard or Advantage Investing Program each month during a calendar quarter (starting with the first month of a calendar quarter) will receive a rebate on all automatic transaction and subscription for that calendar quarter. The rebate will be credited to their ShareBuilder account within 4 to 6 weeks of the end of the calendar quarter. This rebate will be paid on a quarterly basis. Qualifying Costco Executive Members will receive a 25% rebate and qualifying Costco Business and Gold Star Members will receive a 10% rebate. Rebate excludes Real-time Trades (rebate is paid only on recurring $4 transaction charges or $12 and $20 subscription).