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.
Brokerage
Public Brokerage Transfer Bonus — Up to 1% Unlimited Match (5 Year Hold) + $10
Apply to Public Brokerage Transfer Bonus and earn up to $10,010 in combined sign-up and referral bonuses.
Hold Period
5 years
Qualifying Period
Upon transfer initiation; transfer typically completes within 7-10 business days
Payout
No later than 1 month after transfer settlement
Requirements
- ✓Transfer eligible account assets via ACAT or make IRA contribution
- ✓Minimum transfer of $5,000 to qualify for transfer fee reimbursement (up to $100)
- ✓Assets transferred must settle successfully
- ✓ACAT transfer of eligible brokerage account, IRA, or 401(k) rollover
- ✓Transferred assets must be eligible (stocks, ETFs, options, bonds, cash)
- ✓Matched funds must remain in account for 5 years or bonus is forfeited
- ✓ACAT transfer or 401(k) rollover required
- ✓Public Account in good standing
- ✓Assets must remain in account for 5 years
- ✓Must complete an eligible ACAT transfer, IRA transfer, or 401(k) rollover
- ✓Minimum $5,000 for transfer fee reimbursement (up to $100)
- ✓No minimum transfer amount for 1% match eligibility
- ✓ACAT transfer from eligible brokerage or retirement account
- ✓Matched funds must remain in account for full 5 years or bonus is forfeited
Restrictions
- ⚠New and existing customers eligible
- ⚠ACAT transfer (brokerage accounts, IRAs, 401k rollovers) or contribution to Public IRA required
- ⚠US residents only
- ⚠Not valid in conjunction with certain other offers
- ⚠New and existing Public customers eligible
- ⚠ACAT transfer required
- ⚠U.S. residents only
- ⚠Transfer value of $5,000+ to qualify for fee reimbursement
- ⚠Brokerage and IRA transfers only (no cash deposits)
- ⚠ACAT transfers or rollovers required
- ⚠Minimum $5,000 transfer for fee reimbursement
- ⚠ACAT transfer, IRA rollover, or 401(k) rollover required
- ⚠Brokerage accounts and retirement accounts (Traditional IRA, Roth IRA, Rollover IRA) eligible
- ⚠Cannot be used in conjunction with certain other offers
- ⚠ACAT transfer required (brokerage, IRA, or 401(k) rollover)
- ⚠Minimum $5,000 transfer to qualify for fee reimbursement
Fees
- $0 account fee for incoming transfers
- Up to $100 transfer fee reimbursement from delivering brokerage
- $100 outgoing transfer fee if leaving Public
- Public covers up to $100 in transfer-out fees from prior broker (for transfers $5,000+)
- $0 account fee
- Early removal fee equal to match amount if withdrawn before 5 years
- $0 incoming transfer fees
- Public covers up to $100 in transfer fees if prior brokerage charges fee (requires $5,000+ transfer)
- Public covers transfer-out fees up to $100 for transfers of $5,000 or more
- 1% match is uncapped on transferred amount
- Match calculated on 1% of total transferred cash plus securities
- Early withdrawal of matched funds results in forfeiture of the bonus (equal to the match amount as an early removal fee)
- Matched funds must remain in account for full 5-year holding period
- Match amounts treated as interest earned for tax reporting purposes
- Assets not supported by ACAT: fractional shares, crypto, alternative investments, options, OTC securities, mutual funds, bonds
- Offer available only to customers with Public account in good standing
- Public may change terms at any time without notice
- Early removal of matched funds results in early removal fee equal to the match amount
- Existing customers can also earn this bonus
- Bonuses over $600 per calendar year generate 1099-MISC tax form
- Available for brokerage accounts, Traditional IRAs, Roth IRAs, and 401(k) rollovers
- 1% match is uncapped — no maximum bonus amount
- Transfer-out fees up to $100 reimbursed if transfer value is $5,000 or more
- Match calculated as 1% of total transferred cash plus transferred securities
- Funds not aggregated across different account types (brokerage vs IRA)
- Offer available to both new and existing Public customers
- Match is calculated on 1% of total transferred cash plus transferred securities
- Early withdrawal of matched funds within 5-year hold results in Early Removal Fee equal to the Match Amount forfeited
- Multiple transfers aggregated by account type for bonus calculation
- Matched funds treated as interest earned for tax reporting purposes
- Match rate and terms subject to change at any time
- Uncapped: 1% match scales with transfer amount
- New and existing customers eligible
- Multiple transfers aggregated by account type
- Match treated as interest income for tax purposes
Total potential bonus
$10,010
Additional Referral Bonus (how it works)
$10
Your 50% share of $20 paid directly by the referrer
View Referral Terms →$10,000 (sign-up) + $10 (referral) = $10,010 total
ExpiredOffer expired May 30, 2026
Last updated July 10, 2026
Saved source PDFs
How to evaluate Public Brokerage Transfer Bonus
Before transferring assets, compare the bonus tier against the deposit amount, required hold period, transfer fees, and whether IRA or taxable accounts qualify.
Qualification checklist
Timing
- Qualifying period
- Upon transfer initiation; transfer typically completes within 7-10 business days
- Payout timeline
- No later than 1 month after transfer settlement
- Hold period
- 5 years
How to qualify
- Transfer eligible account assets via ACAT or make IRA contribution
- Minimum transfer of $5,000 to qualify for transfer fee reimbursement (up to $100)
- Assets transferred must settle successfully
- ACAT transfer of eligible brokerage account, IRA, or 401(k) rollover
Common pitfalls
- New and existing customers eligible
- ACAT transfer (brokerage accounts, IRAs, 401k rollovers) or contribution to Public IRA required
- US residents only
- Not valid in conjunction with certain other offers
What makes this offer different
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, $10 referral share for a total displayed potential of $10,010. 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?
Credolix tracks a referral path for this offer. The displayed user share is $10 based on 50% of the listed referral payout.
How long do I have to qualify for Public Brokerage Transfer Bonus?
The qualifying period listed for Public Brokerage Transfer Bonus is Upon transfer initiation; transfer typically completes within 7-10 business days.
When does Public Brokerage Transfer Bonus pay out?
The payout timeline listed for Public Brokerage Transfer Bonus is No later than 1 month after transfer settlement.
