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 Match Bonus — Up to $10,000 + $101
Apply to Public Brokerage Match Bonus and earn up to $10,101 in combined sign-up and referral bonuses.
Hold Period
5 years
Qualifying Period
ACAT transfer must be initiated to complete the transfer
Payout
Typically within 7 to 10 business days after transfer settlement
Requirements
- ✓ACAT transfer or IRA trustee-to-trustee transfer required
- ✓Minimum $5,000 transfer for fee reimbursement eligibility
- ✓Public account in good standing
- ✓Transfer eligible account (brokerage, Traditional IRA, Roth IRA, Rollover IRA, or 401(k) rollover)
- ✓Minimum $5,000 transfer to qualify for fee reimbursement up to $100
- ✓ACAT transfer from another brokerage or retirement account
- ✓For current transfers: matches any amount (uncapped)
- ✓Must transfer from external brokerage, IRA, or crypto account
- ✓Transferred funds and bonus must remain in account for 5 years
- ✓Eligible assets: stocks, ETFs, bonds, options, cash
- ✓ACAT transfer or rollover required
- ✓Assets must remain in account for 5 years from transfer settlement
- ✓Supported assets: stocks, ETFs, options, bonds, and cash
- ✓Transfer eligible account from another brokerage or retirement account
- ✓Transfer eligible assets from another brokerage or retirement account
- ✓Minimum $5,000 transfer to qualify for fee reimbursement (up to $100)
- ✓ACAT transfer from another brokerage, IRA, or 401(k) rollover
- ✓Assets must settle in Public account
- ✓Account must be in good standing
- ✓ACAT transfer of eligible assets
- ✓ACAT transfer from another U.S.-based brokerage
- ✓Minimum $5,000 transfer for fee reimbursement
- ✓Transfer eligible assets via ACAT from another brokerage, IRA, or 401(k) rollover
- ✓Transfer minimum $5,000 to qualify for up to $100 transfer fee reimbursement
- ✓Maintain transferred funds for 5 years to retain bonus
- ✓Transfer eligible brokerage or retirement account via ACAT
- ✓Supports stocks, ETFs, options, bonds, and cash
- ✓ACAT transfer from eligible brokerage
- ✓Eligible accounts: brokerage, Traditional IRA, Roth IRA, Rollover IRA, 401(k) rollovers
- ✓Transfer brokerage account, IRA, or 401(k) to Public
- ✓Must transfer eligible account from another brokerage
- ✓Public account in good standing required
- ✓Transfer of $5,000+ to qualify for $100 transfer fee reimbursement
- ✓Eligible assets: stocks, ETFs, bonds, options, and cash
- ✓Account must remain open and in good standing
- ✓ACAT transfer of brokerage, IRA, or 401(k) account to Public
- ✓Minimum $5,000 transfer value to qualify for fee reimbursement (but lower transfers may qualify for bonus)
- ✓Account transfer via ACAT
- ✓Assets must remain in account for 5 years to avoid early removal fee
- ✓Transfer eligible assets from another US-based brokerage via ACAT
- ✓Minimum $1,000 transfer to qualify for fee reimbursement
- ✓Minimum $5,000 transfer for $100 fee reimbursement (per transfer)
Restrictions
- ⚠Available to U.S. residents only
- ⚠For brokerage transfers initiated on or after May 1, 2025: 5-year hold period
- ⚠Not transferable or saleable
- ⚠ACAT transfer required for brokerage accounts
- ⚠New and existing customers eligible
- ⚠U.S. residents only
- ⚠ACAT transfer only
- ⚠ACAT transfer required
- ⚠Eligible for new and existing customers
- ⚠Only valid for brokerage ACAT transfers
- ⚠IRA transfers and 401(k) rollovers initiated after June 30, 2025 no longer eligible for this promotion
- ⚠Eligible transfers include brokerage accounts, Traditional IRAs, Roth IRAs, Rollover IRAs, and 401(k) rollovers
- ⚠No cap on match amount
- ⚠Transfer over $5,000 required for $100 fee reimbursement
- ⚠US residents only
- ⚠ACAT or eligible transfer account required
- ⚠Not valid with other offers
- ⚠ACAT transfer or rollover required
- ⚠Available to existing and new customers
- ⚠Transfer value of $5,000 or more recommended for fee reimbursement
- ⚠Not valid in conjunction with certain other offers
- ⚠ACAT transfer required (not cash deposits)
- ⚠Applies to brokerage accounts, IRAs, and 401(k) rollovers
- ⚠Minimum $5,000 transfer for fee reimbursement eligibility
- ⚠ACAT transfers only (not cash deposits)
- ⚠Valid for brokerage accounts, IRAs, and 401(k) rollovers
- ⚠ACAT transfers only (no cash deposits)
- ⚠ACAT transfer or IRA rollover required
- ⚠Account must be in good standing
- ⚠Transfer value must be from another brokerage or retirement account
- ⚠Transfer only, no deposits eligible
- ⚠ACAT (Automated Customer Account Transfer) required
- ⚠Brokerage accounts only (as of June 30, 2025; prior to this date IRA transfers and 401(k) rollovers were eligible)
- ⚠Must be account holder in good standing
- ⚠ACAT transfer required (no cash deposits)
- ⚠Eligible account types: brokerage, Traditional IRA, Roth IRA, 401(k) rollovers
- ⚠Supported assets: stocks, ETFs, bonds, options, cash
- ⚠Minimum $5,000 transfer for fee reimbursement
- ⚠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
Fees
- $0 incoming transfer fees
- Up to $100 outgoing transfer fee reimbursement
- Public reimburses up to $100 per ACAT transfer-out fee from delivering firm (for transfers $5,000+)
- $0 incoming transfer fee
- Up to $100 transfer fee reimbursement from prior broker
- Public covers up to $100 in transfer fees from delivering brokerage (if transfer is $5,000+)
- Up to $100 ACAT transfer fee reimbursed if transfer value is $5,000+
- $0 account fee
- Up to $100 transfer fee reimbursement (for transfers $5,000+)
- Up to $100 ACAT transfer fee reimbursement (if transfer value is $5,000 or more)
- Up to $100 outgoing transfer fee reimbursed (if transfer value ≥ $5,000)
- Up to $100 transfer fee reimbursement per transfer
- Up to $100 transfer fee reimbursement from incoming brokerage (if transfer value ≥ $5,000)
- Public reimburses up to $100 transfer fees if transfer is $5,000 or more
- Up to $100 outgoing transfer fee reimbursement (on transfers $5,000+)
- $0 account fees
- Up to $100 transfer fee reimbursement if incoming transfer exceeds $5,000
- Up to $100 in transfer fees reimbursed by Public
- $0 transfer fee (Public covers up to $100 in outgoing transfer fees from sending brokerage)
- Up to $100 ACAT transfer fee reimbursed
- Up to $100 transfer fee reimbursement from prior brokerage
- Public reimburses up to $100 in transfer fees from delivering firm (for transfers of $5,000+)
- Bonuses exceeding $600 in a calendar year generate 1099-MISC tax forms
- Early withdrawal during hold period results in forfeiture of bonus (prorated early removal fee applies)
- Match is calculated as 1% of total transferred cash plus transferred securities (valued at national market system closing price)
- Crypto transfers have separate terms but same 1% uncapped match and 5-year hold period
- IRA transfers and 401(k) rollovers initiated before June 30, 2025 were eligible; brokerage transfers remain eligible
- 1% match is uncapped on any transfer amount
- Matched bonus funds must remain in account for 5 years or face forfeiture
- Eligible assets: stocks, ETFs, options, bonds, and cash
- As of June 30, 2025, IRA transfers and 401(k) rollovers initiated after that date are subject to Public's separate IRA Match Program terms
- Promotion for brokerage ACAT transfers expired September 9, 2025; new transfers subject to updated ACATS & IRA Match Program terms
- Early removal of transferred funds within hold period forfeits the bonus
- Match calculated as 1% of transferred cash plus securities (valued at market closing price on transfer date)
- Offer available for brokerage accounts, Traditional IRAs, Roth IRAs, and 401(k) rollovers
- New business after June 30, 2025 subject to different ACATS & IRA Match Program terms
- 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
Total potential bonus
$10,101
$10,000 (sign-up) + $101 (referral) = $10,101 total
ExpiredOffer expired May 30, 2026
Last updated July 10, 2026
Saved source PDFs
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How to evaluate Public Brokerage Match 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
- ACAT transfer must be initiated to complete the transfer
- Payout timeline
- Typically within 7 to 10 business days after transfer settlement
- Hold period
- 5 years
How to qualify
- ACAT transfer or IRA trustee-to-trustee transfer required
- Minimum $5,000 transfer for fee reimbursement eligibility
- Public account in good standing
- Transfer eligible account (brokerage, Traditional IRA, Roth IRA, Rollover IRA, or 401(k) rollover)
Common pitfalls
- Available to U.S. residents only
- For brokerage transfers initiated on or after May 1, 2025: 5-year hold period
- Not transferable or saleable
- ACAT transfer required for 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, $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 Match Bonus expire?
Public Brokerage Match Bonus expires on May 30, 2026.
Can Public Brokerage Match Bonus stack with a referral?
Credolix tracks a referral path for this offer. The displayed user share is $101 based on 50% of the listed referral payout.
How long do I have to qualify for Public Brokerage Match Bonus?
The qualifying period listed for Public Brokerage Match Bonus is ACAT transfer must be initiated to complete the transfer.
When does Public Brokerage Match Bonus pay out?
The payout timeline listed for Public Brokerage Match Bonus is Typically within 7 to 10 business days after transfer settlement.
