I updated the "Quick Summary" with expiration dates that I was able to find.

labboypro said:Thanks for the updates! I just used the PSECU referral link to try a double-dip (already have an individual, and a joint with the wife... tried a joint with the kid but she's a minor so no go).

Yeppers... double-dip worked. No games required. I even logged in as myself to my primary account and linked the new one to it.

Thank you for opening your PSECU ShareBuilder Account. To receive the $50 account bonus, all you need to do is confirm that you've set up your ShareBuilder Plan, fund your account and complete one transaction. If you haven't set up your ShareBuilder Plan yet, go to Plan Setup today!

Promo Code: FREEGUIDE50

If you have any questions, please contact Customer Care.

Thank you for selecting PSECU ShareBuilder!

Sincerely,

The ShareBuilder Team

jeepbrew said:Cool. How exactly do you link the accounts? I have the investors link code, but I dont see how to link it to my primary...

Follow the PSECU link and begin opening a new account. One of the first questions is whether you have an existing account. Choose Yes, and then it asks you to log in. Voila. All my info already filled in. I got the "qualified for the bonus" email 20 minutes later.

Thanks, let's see if I can open another one.

turrdog said:In the past, my account has been flagged for multiple openings in a short amount of time.

What was the effect of the flagging?

quick question here, I did some research on the other threads and i wanted to find out what you guys do after you get your bonus. do you leave your money there or withdraw it?

i read on another thread that they charge $15.95 to sell, but then i also read that they have a policy where if you want to sell less than one full share of a security (market order only,) there is no charge

if I put money in to get the bonus, then I have to make one purchase ($4 cost), so then can I sell it and withdraw all my money?

just want to plan ahead before I sign up

i guess it is best to sign up for the standard program that is free for the first month and includes 6 automatic investments per month and then switch to the basic program. This would save the $4, right?
Can I change my Investing Program later?
Can I change my Investing Program later?
Yes, you can make changes to your Investing Program as your investment goals change. If you choose to upgrade to a higher-level program you will be able to choose whether you would like to begin this month, with the difference between the fees being assessed immediately, or begin next month, with the new fee amount assessed on the first day of next month.
If you choose to downgrade your Investing Program, your current benefits will stay active through the end of the month and your new program will take affect at the beginning of the next month.

Those who signed up through Costco link for $85 or $65 bonus, did they verify your membership number in the sign up process? I ask because I'm pretty sure I have the executive membership, but not 100% sure. My card is an old card, but membership has been renewed through company.

I signed up as executive for the $85 bonus. But it didn't say if I was elgible or not.

stoogepid said:Do you have to pay taxes on the $50? If so how do I go about doing it. Is it filed under 1099-DIV?

Of course, and it will be reported as 1099-INT.

jpsmoney said:My $50 bonus was not reported on a 1099 at all.

If you want to avoid future headaches, you may want to give them a call. I suspect you've got a 1099 that never made it to you. If so, the IRS will have received their copy of that data.

slimcustomer said:I've received multiple reports of people not receiving 1099's for promotional bonuses through Sharebuilder.

Yes, calls have been made, and I have checked online for the 1099. Sharebuilder is not reporting (at least some) bonuses on 1099s.