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 IRA Bonus — Up to $10,000
BrokerageE*TRADE
$10,000
E*TRADE Brokerage Bonus — Up to $10,000
BrokerageE*TRADE
$10,000
Citi Personal Wealth Management Bonus — Up to $5,000
BrokerageCiti
$5,000
TradeStation Brokerage Bonus — Up to $3,500
BrokerageTradeStation
$3,500
TastyTrade Brokerage Bonus — Up to 3% match up to $3,000 + $50
BrokerageTastyTrade
$3,150
Chase Self-Directed Investing Bonus — Up to $1,000 + $25
BrokerageChase
$1,030
Charles Schwab Brokerage Bonus — Up to $1,000 + $25
BrokerageCharles Schwab
$2,030
Bank of America Merrill Brokerage Bonus — Up to $1,000
BrokerageBank of America
$1,000
SoFi IRA Match Bonus — Up to 1% match on IRA contributions (up to IRS annual limit) + $200 cashback
BrokerageSoFi
$1,200
Merrill Brokerage Bonus — Up to $1,000
BrokerageMerrill
$1,000
CIT Bank Self-Directed Investing Bonus — Up to $750
BrokerageCIT Bank
$750
Bank of America Merrill Brokerage Bonus — Up to $500
BrokerageBank of America
$500
Citi Self Invest Bonus — Up to $500
BrokerageCiti
$500
Plynk Premium Dividend Match Bonus — Up to 50% dividend match (Plynk Premium members only) + $13
BrokeragePlynk
$260
Ally Invest Bonus — Up to $200
BrokerageAlly
$200
Robinhood Brokerage Bonus — Up to $200 + $25
BrokerageRobinhood
$430
Webull Transfer Bonus — Up to $175
BrokerageWebull
$180
NinjaTrade Brokerage Bonus — Up to $100
BrokerageNinjaTrade
$100
TradeUp Brokerage Bonus — Up to 2,000 Points
BrokerageTradeUp
$20
Public Brokerage Bonus — Up to $20
BrokeragePublic
$20
TradeUp Brokerage Bonus — Up to 50 Points
BrokerageTradeUp
$0.5
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.