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
TradeUp ACAT Transfer Bonus — Up to 2,000 Points
Sign up for TradeUp ACAT Transfer Bonus and earn up to $20 in bonus rewards.
Bonus Tiers
| Deposit | Bonus |
|---|---|
| $3,000 | 2% match up to $1,000 on ACAT transfer + up to $300 transfer fee reimbursement + free stocks |
| $50,000 | $1,000 (2% match capped) + 5 free stocks |
| $100,000 | $2,000 total ($1,000 2% match + $1,000 1% additional match) + 5 free NVDA shares |
| $1,000,000 | $2,000 total (2% + 1% capped) + 50 free NVDA shares |
Hold Period
90 days after settlement for cashback match; 30 days for stock distributions; 365 days to qualify for full 1% additional bonus on $100k+ transfers
Qualifying Period
During campaign period; must maintain balance and complete 10 trades for NVDA shares
Payout
Cashback paid quarterly; NVDA shares distributed monthly over up to 24 months
Requirements
- ✓ACAT transfer of $3,000 or more for fee reimbursement
- ✓Deposit and/or ACAT transfer to reach bonus tier
- ✓Maintain qualifying balance for specified hold period
- ✓Complete at least 10 valid trades to qualify for NVDA shares
- ✓For 1% additional bonus: transfer $100,000+ and maintain for 365 days
- ✓ACAT transfer from another brokerage
- ✓Minimum $50,000 transfer for base 2% bonus ($1,000 capped)
- ✓Minimum $100,000 transfer for additional 1% bonus
- ✓Maintain transferred assets for 90 days (base) or 365 days (additional 1% tier)
- ✓ACAT transfer of at least $50,000 for $1,000 base bonus
- ✓ACAT transfer of at least $100,000 and hold for 365 days for additional $1,000 bonus
- ✓Minimum $3,000 transfer to qualify for up to $300 transfer fee reimbursement
- ✓ACAT transfer required
- ✓Maintain transferred assets for 90 days minimum (for base bonus) or 1 year (for additional 1% match on $100k+)
- ✓Min $50,000 transfer for base $1,000 bonus
- ✓Min $100,000 transfer for full $2,000 bonus
- Maintain transferred assets for 90+ days (for 2% base) or 365 days (for additional 1%)
Restrictions
- ⚠New customers only
- ⚠First ACAT transfer only
- ⚠Account must remain open and funded to receive all shares
- ⚠US customers only
- ⚠Bonus forfeited if account transferred out within 90 days of bonus issuance
- ⚠Cannot transfer from accounts originally opened through TradeUP and now cleared by Interactive Brokers
- ⚠Must maintain full asset value without withdrawals or outgoing transfers during hold period
- ⚠ACAT transfer minimum $50,000 to qualify for tiered bonus
- ⚠First-time ACAT transfer only
- ⚠Cannot be combined with other promotional offers
Fees
- $50 account closure/ACAT-out fee
- $50 outgoing ACAT transfer fee
- $50 account transfer/closeout fee for ACAT-out
- $0 commission on trades
- $0 account fee
- $50 outgoing ACAT transfer fee applies if customer transfers out
- $300 transfer fee reimbursement available for transfers $3,000+
- If account balance drops below qualifying tier before all NVDA shares distributed, remaining shares forfeited
- Closing account forfeits remaining undistributed shares
- NVDA share distributions occur monthly starting end of month after conditions met
- Cashback capped at $350/quarter with max $1,000 on 2% tier and additional $1,000 on 1% tier
- Transfer fee reimbursement requires email copy of statement showing fee to support@tradeup.com
- 2% base cashback on transfers up to $1,000 cap
- Additional 1% match (capped at $1,000) for transfers of $100,000+ held for 365 days
- Up to $300 transfer fee reimbursement available for transfers $3,000+
- Cashback distributed quarterly with max $350 per quarter
- Bonus forfeited if transferred out within 90 days of each bonus payout
- Does not apply to existing TradeUP Securities accounts cleared by Interactive Brokers
- Bonuses paid quarterly with max $350 per quarter
- Withdrawals or account transfers forfeit remaining bonus payments
- Additional 1% bonus requires maintaining $100,000+ transferred assets for full 365 consecutive days
- Securities purchases and market fluctuations do not affect eligibility
- Transfer fee reimbursement up to $300 requires email documentation to support@tradeup.com
- Cashback distributed quarterly with max $350/quarter for base bonus
- Additional 1% match bonus for $100k+ also distributed quarterly ($350/quarter max)
- Bonus forfeited if assets withdrawn before 90 days post-settlement
- Clients from original TradeUP Securities accounts (now clearing through Interactive Brokers) are ineligible
- Bonus paid via quarterly cashback installments
- Must maintain transferred asset value to receive all installments
- Offer applies to brokerage and retirement (IRA) accounts
- No minimum transfer amount required for 2% base bonus, but capped at $1,000
Offer expires September 29, 2026
Last updated July 26, 2026
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How to evaluate TradeUp ACAT 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
- During campaign period; must maintain balance and complete 10 trades for NVDA shares
- Payout timeline
- Cashback paid quarterly; NVDA shares distributed monthly over up to 24 months
- Hold period
- 90 days after settlement for cashback match; 30 days for stock distributions; 365 days to qualify for full 1% additional bonus on $100k+ transfers
How to qualify
- ACAT transfer of $3,000 or more for fee reimbursement
- Deposit and/or ACAT transfer to reach bonus tier
- Maintain qualifying balance for specified hold period
- Complete at least 10 valid trades to qualify for NVDA shares
Common pitfalls
- New customers only
- First ACAT transfer only
- Account must remain open and funded to receive all shares
- US customers only
What makes this offer different
Bonus value versus similar offers
The sign-up bonus is below the current nearby $7,500 median, so the requirements and any referral or portal stack matter more.
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 TradeUp ACAT Transfer Bonus expire?
TradeUp ACAT Transfer Bonus expires on September 29, 2026.
How long do I have to qualify for TradeUp ACAT Transfer Bonus?
The qualifying period listed for TradeUp ACAT Transfer Bonus is During campaign period; must maintain balance and complete 10 trades for NVDA shares.
