Best Brokerage Transfer Bonuses
Brokerage transfer bonuses reward you for moving cash or securities, but the best choice depends on the deposit tier, account type, and how long assets must remain at the new brokerage.
Current matching offers
E*TRADE Brokerage Bonus — Up to $10,000
BrokerageE*TRADE
$10,000
E*Trade Retirement IRA Bonus — Up to $10,000
BrokerageE*Trade
$10,000
Citi Personal Wealth Management Bonus — Up to $5,000
BrokerageCiti
$5,000
Zacks Trade Brokerage Bonus — Up to $3,000
BrokerageZacks Trade
$3,000
TradeUp ACAT Transfer Bonus — Up to Up to $2,000 with $100,000 ACAT transfer
BrokerageTradeUp
$2,000
Betterment Tiered Investing Bonus — Up to $1,500
BrokerageBetterment
$1,500
Merrill Brokerage Bonus — Up to $1,000
BrokerageMerrill
$1,000
Schwab Brokerage Bonus — Up to $1,000 + $500
BrokerageSchwab
$2,500
Charles Schwab Referral Bonus — Up to $1,000
BrokerageCharles Schwab
$2,000
Moomoo Brokerage Bonus — Up to $1,000 + 13 points
BrokerageMoomoo
$1,000
Chase J.P. Morgan Self-Directed Investing Bonus — Up to $1,000 + $25
BrokerageChase
$1,030
Merrill Edge Brokerage Bonus — Up to $1,000
BrokerageMerrill Edge
$1,000
CIT Bank Self-Directed Investing Bonus — Up to $750
BrokerageCIT Bank
$750
Moomoo ACAT Transfer Bonus — Up to 3% match up to $600 + $75
BrokerageMoomoo
$680
Plynk Dividend Match Bonus — Up to $250 + $13
BrokeragePlynk
$260
Robinhood Brokerage Bonus — Up to $200 + $100
BrokerageRobinhood
$500
How to compare these offers
- Check whether the offer requires full or partial ACAT transfer.
- Compare bonus tiers against the assets you actually plan to move.
- Review hold periods and outgoing-transfer restrictions before initiating the move.
Related pages
Frequently Asked Questions
What is an ACAT transfer bonus?
An ACAT transfer bonus is a promotion for moving securities or assets from one brokerage to another through the Automated Customer Account Transfer system.
Can I transfer an IRA for a brokerage bonus?
Some brokerage bonuses include IRAs, while others only cover taxable accounts. The offer terms should specify eligible account types.