Before transferring assets, compare the bonus tier against the deposit amount, required hold period, transfer fees, and whether IRA or taxable accounts qualify.
Only for primary Public Investing brokerage account (as of June 30, 2025)
What makes this offer different
What makes this brokerage offer different
This brokerage offer is transfer-oriented, so the practical value depends on the asset tier, transfer friction, and required hold period.
Bonus value versus similar offers
The sign-up bonus is above the current nearby $7,500 median for comparable offers in this category.
Stacking potential
The tracked value can include $10,000 sign-up bonus, $101 referral share for a total displayed potential of $10,101. Confirm which apply path you use before assuming every component stacks.
Requirement clarity
Credolix has extracted 4 requirements for this offer, so compare the bonus against the actual steps rather than the headline payout alone.
Frequently Asked Questions
When does Public Brokerage Transfer Bonus expire?
Public Brokerage Transfer Bonus expires on May 30, 2026.
Can Public Brokerage Transfer Bonus stack with a referral?
⚠Account transfers must be from another US-based brokerage
⚠Available only to customers with Public Account in good standing
⚠Only available for brokerage accounts and IRAs/401(k) rollovers
Transfers must complete ACAT process; deposits (ACH) not eligible
This is an uncapped percentage-based match (1% of transfer amount)
Early withdrawal of matched funds within 5 years results in forfeiture or prorated early removal fee
Bonuses exceeding $600 (cumulative per calendar year) generate a 1099-MISC tax form
Not valid for deposits or contributions—only for ACAT transfers
Certain assets not supported and will be liquidated for cash (crypto, fractional shares, mutual funds, etc.)
Withdrawing matched funds earlier than 5 years results in early removal fee or forfeiture
Unsupported assets (some OTC securities, mutual funds) may be liquidated or restricted to sell-only
Public covers up to $100 in transfer-out fees from delivering firm
Early removal incurs a fee equal to the match amount received
Match is uncapped—percentage applies to total transferred value
Match funds must remain in account for 5 years; early withdrawal forfeits bonus
Eligible for brokerage accounts, IRAs, and 401(k) rollovers
Bonuses over $600 in a calendar year generate 1099-MISC tax form
No cap on the 1% match
Match funds must remain for 5 years or forfeit the bonus
Early withdrawal results in forfeiture or prorated early removal fee
Supports stocks, ETFs, options, bonds, and cash
Eligible account types: brokerage, Traditional IRA, Roth IRA, Rollover IRA, certain 401(k) rollovers
Early withdrawal of transferred funds or bonus within 5-year hold period results in forfeiture of bonus or prorated early removal fee
Offer is not transferable or saleable
For brokerage transfers initiated on or after September 10, 2025, this is the current cash bonus promotion; IRA transfers initiated after June 30, 2025 are subject to the separate ACATS & IRA Match Program
Match funds must remain in account for 5 years; early withdrawal results in forfeiture or prorated early removal fee
For brokerage transfers initiated before June 30, 2025: 5-year hold; for IRA/401(k) initiated before June 30, 2025: 5-year hold as of May 1, 2025 change
Offer available to both new and existing Public customers
Match calculated at 1% of total transferred cash plus securities value
Securities valued at national market system closing price on transfer settlement date
1% match is uncapped and calculated on total transferred cash plus transferred securities
Early removal of matched funds results in forfeiture of the bonus
Bonuses over $600 (cumulative per calendar year) generate a 1099-MISC tax form
Previous promotion (up to $10,000 tiered bonus) expired September 9, 2025
This is an uncapped percentage match on transferred assets (1% of total transferred value)
Early removal of transferred funds/securities during 5-year holding period triggers non-taxable Early Removal Fee equal to the match amount
Match Amounts rounded to nearest whole cent
Assets transferred from previous ACAT transfers aggregated by account type for bonus calculation
Does not include regular deposits or IRA contributions (separate contribution match program available)
Early withdrawal of matched funds results in forfeiture of bonus
Match rate subject to change at any time
Not valid in conjunction with certain other offers
Bonus calculated as 1% of transferred cash and securities
Early removal of matched funds results in forfeiture of bonus amount
Match rate and terms subject to change at any time
Not a recommendation to transfer or rollover accounts
1% match is uncapped on total transferred value
Early removal of matched funds within 5-year holding period results in non-taxable early removal fee equal to the match amount
Early removal of matched funds within 5-year hold period results in forfeiture of the match amount
Match program is subject to change at any time without notice
Not available in conjunction with certain other offers
As of September 10, 2025, the prior cash bonus promotion expired; ongoing offer is the ACATS & IRA Match Program
Match is 1% of total transferred cash plus transferred securities
Early removal of matched funds results in non-taxable early removal fee equal to the match amount
Offer subject to change at any time
Match program is evergreen (ongoing) with no stated end date
Match calculated as 1% of transferred cash plus transferred securities (valued at closing price on transfer date)
Early withdrawal results in Early Removal Fee equal to the Match Amount
Match amounts treated as interest income for tax reporting
Offer available to new and existing Public customers
Uncapped match on total transferred value
Match is treated as interest income for tax reporting
Early withdrawal of matched funds within 5 years results in forfeiture of bonus amount
Promotional terms subject to change at any time
Bonus is 1% uncapped match based on value of assets transferred
Matched funds must remain in account for 5 years or bonus is revoked
Early removal or withdrawal of matched funds results in forfeiture of bonus
Bonuses in excess of $600 (cumulative per calendar year) generate 1099-MISC tax form
For brokerage accounts: match treated as interest for tax reporting
For IRA accounts: match treated as interest earned by the IRA
Assets not supported by Public may be liquidated
Program terms subject to change at any time with or without notice
