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 Up to $2,000 with $100,000 ACAT transfer
Sign up for TradeUp ACAT Transfer Bonus and earn up to $2,000 in bonus rewards.
Bonus Tiers
| Deposit | Bonus |
|---|---|
| $50,000 | $1,000 |
| $100,000 | $2,000 |
Hold Period
365 days (for full $2,000 bonus); 90 days minimum for base 2% bonus
Qualifying Period
On or before June 30, 2026
Payout
Quarterly installments over multiple quarters
Requirements
- ✓ACAT transfer required
- ✓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-time ACAT transfer only
- ⚠Cannot be combined with other promotional offers
Fees
- $0 account fee
- $300 transfer fee reimbursement available for transfers $3,000+
- 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 June 29, 2026
Last updated June 7, 2026
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
- On or before June 30, 2026
- Payout timeline
- Quarterly installments over multiple quarters
- Hold period
- 365 days (for full $2,000 bonus); 90 days minimum for base 2% bonus
How to qualify
- ACAT transfer required
- 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%)
Common pitfalls
- New customers only
- First-time ACAT transfer only
- Cannot be combined with other promotional offers
- $0 account fee
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 June 29, 2026.
How long do I have to qualify for TradeUp ACAT Transfer Bonus?
The qualifying period listed for TradeUp ACAT Transfer Bonus is On or before June 30, 2026.
When does TradeUp ACAT Transfer Bonus pay out?
The payout timeline listed for TradeUp ACAT Transfer Bonus is Quarterly installments over multiple quarters.
How long do I need to keep funds or the account for TradeUp ACAT Transfer Bonus?
The hold period listed for TradeUp ACAT Transfer Bonus is 365 days (for full $2,000 bonus); 90 days minimum for base 2% bonus.
