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 $100
Sign up for TradeUp ACAT Transfer Bonus and earn up to $100 in bonus rewards.
Bonus Tiers
| Deposit | Bonus |
|---|---|
| $50,000 | $1,000 (2% cashback) |
| $100,000+ | $2,000 (2% + 1% additional, both capped at $1,000 each) |
Hold Period
90 days for base 2% bonus; 1 year for additional 1% bonus
Payout
Quarterly installments (max $350 per quarter for base bonus)
Requirements
- ✓ACAT transfer required
- ✓Minimum $3,000 transfer for $300 fee reimbursement
- ✓Transferred assets must be maintained without withdrawals or outgoing transfers
- ✓Min $50,000 to max 2% bonus
- ✓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
- ✓Maintain transferred assets for 90 days minimum (for base bonus) or 1 year (for additional 1% match on $100k+)
Restrictions
- ⚠New TradeUp customers only
- ⚠First ACAT transfer only per account
- ⚠Clients with accounts originally opened via TradeUp Securities and now cleared by Interactive Brokers are ineligible
- ⚠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 transfer/closeout fee
- $50 account transfer-out fee
- Up to $300 transfer fee reimbursement available
- $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+
- Bonus paid in quarterly installments; maximum $350 per quarter
- Trading and market fluctuations do not affect eligibility, but withdrawals result in forfeiture
- Transfer fee reimbursement requires email submission of brokerage statement showing fee
- Additional 1% bonus has separate $1,000 cap from base 2% bonus
- Must maintain transferred assets for hold period
- Withdrawals void remaining bonus
- Applies to first qualifying ACAT only
- 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
ExpiredOffer expired August 30, 2026
Last updated October 9, 2026
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Aug 10, 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
- Payout timeline
- Quarterly installments (max $350 per quarter for base bonus)
- Hold period
- 90 days for base 2% bonus; 1 year for additional 1% bonus
How to qualify
- ACAT transfer required
- Minimum $3,000 transfer for $300 fee reimbursement
- Transferred assets must be maintained without withdrawals or outgoing transfers
- Min $50,000 to max 2% bonus
Common pitfalls
- New TradeUp customers only
- First ACAT transfer only per account
- Clients with accounts originally opened via TradeUp Securities and now cleared by Interactive Brokers are ineligible
- New 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 August 30, 2026.
When does TradeUp ACAT Transfer Bonus pay out?
The payout timeline listed for TradeUp ACAT Transfer Bonus is Quarterly installments (max $350 per quarter for base bonus).
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 90 days for base 2% bonus; 1 year for additional 1% bonus.
