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.
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Brokerage
Public Brokerage Transfer Bonus — Up to 1% unlimited match on transfer + $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
Payout
Approximately one month after transfer settles, paid monthly over 5 years
Requirements
- ✓ACAT transfer or IRA/401(k) rollover required
- ✓Transfer must settle successfully
- ✓ACAT transfer from another brokerage
- ✓Eligible account types: brokerage, Traditional IRA, Roth IRA, Rollover IRA, certain 401(k) rollovers
- ✓Transfer eligible accounts (brokerage, IRA, or 401(k) rollover)
- ✓Account must be in good standing
- ✓Minimum $5,000 transfer to qualify for fee reimbursement
- ✓Transfer eligible securities from outside brokerage
- ✓Minimum transfer of $5,000 to qualify for $100 transfer fee reimbursement
- ✓ACAT transfer from another brokerage, IRA, or 401(k)
- ✓Eligible account types: brokerage accounts, Traditional IRA, Roth IRA, Rollover IRA, certain 401(k) rollovers
- ✓Supported asset types: stocks, ETFs, options, bonds, cash
- ✓Complete ACAT transfer to Public brokerage account
- ✓Transfer must include eligible assets (stocks, ETFs, options, bonds, cash)
- ✓Eligible ACAT transfer
- ✓Transfer minimum $5,000 to qualify for fee reimbursement
- ✓Open a Public brokerage or IRA account
Restrictions
- ⚠Eligible account types: brokerage accounts, Traditional IRAs, Roth IRAs, Rollover IRAs, certain 401(k) rollovers
- ⚠Eligible assets: stocks, ETFs, options, bonds, and cash
- ⚠Matched funds must remain in account for 5 years to avoid early removal fee
- ⚠ACAT transfers only (brokerage accounts)
- ⚠Minimum $5,000 to qualify for transfer fee reimbursement
- ⚠New customer or existing customer transferring assets
- ⚠ACAT transfer required
- ⚠Works for brokerage accounts, IRAs, and 401(k) rollovers
- ⚠U.S. residents only
- ⚠Not valid in conjunction with certain other offers
- ⚠Brokerage account transfers only (not IRA or 401k as of June 30, 2025)
- ⚠ACAT transfer required (brokerage accounts, IRAs, 401(k) rollovers)
- ⚠Matched funds must remain in Public account for 5 years to avoid early removal fee
- ⚠Public account must be in good standing
- ⚠Transfer value of $5,000 or more required for fee reimbursement benefit
- ⚠New or existing customers eligible
- ⚠Must be 18 years or older
- ⚠Not valid with other offers
- ACAT transfers only
Fees
- $0 account fee
- Public reimburses up to $100 of transfer-out fees from other brokers (for transfers $5,000+)
- Public covers up to $100 of transfer-out fees from previous brokerage (on transfers of $5,000+)
- Up to $100 transfer fee reimbursed (for transfers of $5,000 or more)
- Early Removal Fee applied if funds withdrawn before 5-year hold period (forfeiture of match amount)
- $0 incoming ACAT transfer fee
- $100 outgoing ACAT fee (covered by Public if incoming transfer is $5,000+)
- Early removal fee if funds withdrawn before 5-year hold period
- Public covers up to $100 of transfer-out fees from prior brokerage (when transfer ≥$5,000)
- No account fees for transfers
- Public reimburses up to $100 per transfer if delivering brokerage charges fees (for transfers of $5,000+)
- $0 incoming transfer fee (Public covers)
- Up to $100 reimbursement for delivering broker ACAT-out fees with $5,000+ transfer
- $75 ACAT-out fee if transferring funds out of Public (or $25 to APEX companies)
- Public covers up to $100 in transfer-out fees from your previous brokerage (if transfer value is $5,000+)
- $0 bonus fee
- $0 account opening fee
- $100 outgoing transfer fee when leaving Public (if full transfer requested)
- $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+)
- 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
- Match paid in equal monthly installments over 60 months
- Withdrawals reduce remaining match payments permanently
- Closing the account stops remaining match payments
- Match is percentage-based with no cap on total payout
- This is an uncapped 1% match — no maximum bonus amount
- Monthly match payments over 5-year period; early withdrawal reduces future payments
- As of September 10, 2025, brokerage transfers are subject to the ACATS & IRA Match Program (monthly payout structure)
- IRA transfers and 401(k) rollovers initiated after June 30, 2025 moved to separate IRA Match Program
- 1% match is uncapped — applies to full value of transferred assets
- Match includes transferred cash and securities (securities valued at national market close on transfer date)
- Matched funds must remain in account for full 5 years to retain bonus
- Early withdrawal forfeits the corresponding match amount
- Offer expires 5/31/26
- Matched funds must remain in account for full 5 years to avoid forfeiture
- Withdrawing early results in prorated early removal fee
- Eligible transfers include stocks, ETFs, options, bonds, and cash
- Match amount calculated as 1% of total transferred cash plus securities
- Securities valued using national market system closing price on transfer date
- Early removal of matched funds within 5 years results in forfeiture or early removal fee
- Match calculated as 1% of total transferred cash plus transferred securities (securities valued at closing price on transfer date)
- IRA transfers and 401(k) rollovers initiated after June 30, 2025 subject to IRA Match Program
- Brokerage transfers initiated after September 10, 2025 subject to ACATS & IRA Match Program
- Offer uncapped—no maximum limit regardless of transfer amount
- Available to new and existing customers
- Early removal of matched funds results in forfeiture of reward
- Account must remain in good standing
- Offer subject to change at any time
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 October 21, 2026
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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
- Payout timeline
- Approximately one month after transfer settles, paid monthly over 5 years
- Hold period
- 5 years
How to qualify
- ACAT transfer or IRA/401(k) rollover required
- Transfer must settle successfully
- ACAT transfer from another brokerage
- Eligible account types: brokerage, Traditional IRA, Roth IRA, Rollover IRA, certain 401(k) rollovers
Common pitfalls
- Eligible account types: brokerage accounts, Traditional IRAs, Roth IRAs, Rollover IRAs, certain 401(k) rollovers
- Eligible assets: stocks, ETFs, options, bonds, and cash
- Matched funds must remain in account for 5 years to avoid early removal fee
- ACAT transfers only (brokerage accounts)
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.
