Save for tomorrow. Starting today.

Roll OVER* YOUR IRA OR 401(K) TO CHARTER ONE INVESTMENT SERVICES
AND GET UP TO $150

Saving for retirement is never easy, and even harder to do alone. Helping you stay on track to reach your retirement goals is our idea of good citizenship. That’s why, when you roll over* your IRA or 401(k) to Charter One Investment Services, we will reimburse your transfer fee up to $100**. When the transfer is complete, we’ll add another $50 in cash to your Charter One checking account. Just to reward you for planning ahead.

*One should consider the potential costs and fees associated with rolling over a 401(k) to Charter One Investment Services, in addition to any features or benefits one may lose as a result of this action.

**IRA or 401(k) rollover offer is applicable to rollovers initiated between 9/8/10 and 11/26/10 and valued at $25,000 in assets or more — excluding insurance products. You will be eligible to receive up to $100 in reimbursement for transfer fees and a $50 credit. Charter One checking account required. Any cash payments made under this offer will be credited to your Charter One checking account.

Investing may involve risk. Please speak with a Charter One Investment Services Financial Consultant before making any investment decisions.

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 28 State Street, MS1310, Boston, MA 02109. 1-888-411-8311. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania. 001-080510BK

Securites and Insurance Products

Securities and Insurance products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

 

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