Updated April 2026 — See which brokerage bonus is better for you.
Chase Brokerage Bonus — Up to $1,000
$1,000 bonus
Hold Period
90 days
Qualifying Period
45 days
Requirements
Deposit/transfer minimum $5,000 from external institution; Maintain funds for 90 days from enrollment; Account types eligible: General Investment, Traditional IRA, or Roth IRA; New money must be transferred within 45 days of account opening
Fund account with at least $20,000 in qualifying net new assets within 45 days of account opening; Assets from MLPF&S, Bank of America Private Bank, or 401(k) accounts administered by MLPF&S do not count as qualifying; Maintain balance for at least 90 days; Enroll in Preferred Rewards program within 90 days of funding; Use promo code 1000PR at account opening or provide to Merrill Financial Solutions Advisor