At Santander, we understand how important it is to you to save for retirement. That’s why our experienced Financial Consultants are ready to develop a strategy to help meet your goals. And, for a limited time, you can get up to $600* when you roll over or fund an eligible Santander Investment Services IRA.
To learn more about eligibility and this offer, call 1.866.736.6475 to be put in touch with a Santander Investment Services Financial Consultant or click here to locate your local Financial Consultant.
*HOW THE BONUS WORKS: You must complete two steps to qualify for your cash bonus. (1) Open a new or have an existing Individual Retirement Account (IRA) with Santander Investment Services by 4/30/2017. Eligible IRA types include:Rollover IRA, Traditional IRA, Roth IRA, SEP-IRA or Simple IRA. All annuities, insurance, and Inherited IRA accounts/products are excluded and, (2) Make a net deposit, transfer, and/or rollover that posts to your account by 6/15/17. Net qualifying assets posted between 1/4/17 and 6/15/17 must be at least: $25,000 to be eligible for a $100 bonus, $50,000 for a $150 bonus, $100,000 for a $250 bonus, $250,000 or more for a $600 bonus. Your net qualifying assets are the total amounts of your deposits and transfers, minus any withdrawals. Limit one bonus per customer or custodial beneficiary. WHEN YOU GET YOUR BONUS: Santander Investment Services will add the bonus to your account within 2–4 weeks after the close of this offer. Qualifying assets must remain in the account (minus any losses related to trading or market volatility) for at least 9 months following the offer end date of 4/30/2017 or your bonus may be recovered. Bonus may be refused or recovered if it is determined that you violated Santander Investments’ Account Agreement. Partial withdrawals made during the nine months after the offer close date of April 30, 2017 may result in the full or partial recovery of the cash award. TAXES & YOUR BONUS: Any taxes related to Santander Investment Services 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.
Santander Investment Services reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.
Investments will be subject to commissions and fees. Visit http://www.santanderbank.com/saninvest for current schedule of fees and commissions.
Securities and advisory services are offered through Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Advisor. Insurance is offered through Santander Securities LLC or its affiliates.
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