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 Brokerage Transfer Bonus — Up to $2,000
Sign up for TradeUp Brokerage 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 consecutive days (for full $2,000; base $1,000 requires 90 days minimum)
Qualifying Period
First-time ACAT transfer during campaign period
Payout
Quarterly installments after 90-day holding period; full payout extends beyond 1 year for $2,000 tier
Requirements
- ✓ACAT transfer required
- ✓Maintain transferred asset value for minimum 90 days (base bonus) or 365 days (additional 1% match)
- ✓Minimum $50,000 transfer for maximum cashback bonus
- ✓Minimum $50,000 ACAT transfer for base $1,000 bonus
- ✓Minimum $100,000 ACAT transfer for additional $1,000 bonus
- ✓Maintain transferred asset value for 90 days (base) or 1 year (full bonus)
- ✓No withdrawals or outgoing transfers during hold period
- ✓ACAT transfer of $50,000 or more
- ✓Maintain transferred assets for 90 days minimum for 2% match
- ✓Maintain transferred assets for 12 months for additional 1% match
- ✓ACAT transfer from another brokerage
- ✓Maintain transferred assets for 90 days minimum for base bonus
- ✓Maintain transferred assets for 1 year for additional 1% match
- ✓Minimum $50,000 ACAT transfer for $1,000 bonus
- ✓Minimum $100,000 ACAT transfer for full $2,000 bonus
- ✓Hold transferred assets for 90 days (base bonus)
- ✓Hold transferred assets for 1 year to qualify for additional 1% match ($1,000 cap)
- ✓$50,000 minimum for $1,000 bonus
- ✓$100,000 minimum and 1-year hold for $2,000 bonus
- ✓Minimum $50,000 transfer for base $1,000 bonus
- ✓Minimum $100,000 transfer for additional $1,000 match (with 12-month hold)
- ✓Minimum $50,000 transfer for $1,000 bonus
- ✓Minimum $100,000 transfer for additional $1,000 bonus
- ✓Maintain transferred assets without withdrawals/outgoing transfers during hold period
- ✓Maintain transferred assets for 90 days for base $1,000 bonus
- ✓Maintain transferred assets for 1 year for additional $1,000 bonus (on $100k+ transfers)
- ✓Minimum $5,000 transfer
- ✓Maintain transferred assets for 90 days for base bonus
- ✓Maintain transferred assets for 1 year for additional 1% match on $100k+ transfers
Restrictions
- ⚠New customers only
- ⚠First ACAT transfer only
- ⚠Cannot be accounts originally opened through TradeUP and now cleared by Interactive Brokers
- ⚠Taxable brokerage accounts
- ⚠Taxable brokerage accounts (not IRA/retirement accounts for this specific offer)
- ⚠Cannot be existing TradeUP customers with prior ACAT transfers
- ⚠ACAT transfer required
- ⚠First ACAT transfer only per account
- ⚠Clients who transferred from originally-TradeUP-opened accounts now clearing through Interactive Brokers are ineligible
- ⚠Must maintain transferred asset value (no withdrawals/outgoing transfers)
- ⚠Must maintain transferred assets for 12 months to receive full $2,000
- ⚠Cannot withdraw or initiate outgoing transfers or forfeit remaining bonus
- ⚠Not eligible if account originally opened through TradeUP Securities and cleared by Interactive Brokers
- ⚠Clients who transferred from accounts originally opened through TradeUP Securities and now cleared by Interactive Brokers ineligible
- ⚠Cannot transfer from accounts originally opened through TradeUP Securities and cleared by Interactive Brokers
- ⚠Assets must remain in account without withdrawals or outgoing transfers to maintain eligibility
Fees
- $50 fee for full account ACAT-out
- Bonus forfeited if account transferred out within 90 days of bonus issuance
- $50 ACAT transfer-out fee
- Up to $300 transfer fee credit available
- $50 outgoing ACAT transfer fee applies if leaving the brokerage
- $50 account closure/ACAT-out fee
- $0 commission on trades
- $50 ACAT-out fee
- $0 account fee
- Up to $300 transfer fee reimbursement available
- $0 commission trading
- $50 outgoing ACAT transfer fee
- $50 account transfer/closeout fee
- $0 commissions on trades
- Up to $300 ACAT transfer fee reimbursement available for transfers of $3,000+
- Transfer value calculated at closing price on settlement date
- Multiple ACAT transfers allowed if within promotional period
- Up to $300 transfer fee reimbursement available for transfers $3,000+
- Cashback distributed quarterly with max $350/quarter for base bonus
- Additional 1% bonus paid over subsequent quarters starting at year mark
- Bonus forfeited if assets withdrawn within 90 days of bonus payment
- Offer applies only to first qualifying ACAT transfer
- Bonus distributed in quarterly installments with $350 maximum per quarter
- If transferred assets fall below qualifying tier, remaining bonuses are forfeited
- ACAT fee of $50 applies if you transfer out later
- Up to $300 transfer fee reimbursement available for ACAT transfers of $3,000+
- Bonus is only for the first ACAT transfer that qualifies; subsequent ACAT transfers do not qualify
- Account must maintain value of transferred assets (no withdrawals/outgoing transfers during hold period)
- 2% match up to $1,000 requires 90-day hold; 1% additional match requires 1-year hold
- Value reported as Other Income on Form 1099-MISC
- Bonus forfeited if account is transferred out within 90 days of bonus issuance
- Free stocks (2-5 based on deposit tier) can be stacked with transfer bonus
- Offers are stackable but subject to one-per-person limits on certain bonuses
- Value of all offers may be reported as other income on Form 1099-MISC
- Bonus distributed quarterly in installments (max $350/quarter)
- Account must not initiate withdrawals or outgoing transfers during hold period
- Applies only to first qualifying ACAT transfer
- Bonus is reported as Other Income on Form 1099-MISC
- Account cannot transfer out within 90 days of bonus payout or forfeits that payout
- Subsequent ACAT transfers do not qualify
- Free stocks (2-5) offered separately based on initial deposit amount
- Free stocks ranging from $10-$1,800 value stack with cash bonuses
- Bonus forfeited if assets withdrawn during hold period
- Bonus subject to 1099-MISC reporting
- Market fluctuations do not affect eligibility
- Bonus forfeited if any withdrawals or outgoing transfers initiated during holding period
- Trading activity and market fluctuations do not affect eligibility
- Bonus distributed in quarterly installments
- Must retain 90 days after final bonus payment to avoid forfeiture
- Free stocks also available with deposits (2-5 free stocks depending on deposit amount, each worth up to $1,800)
- Bonus reported as Other Income on Form 1099-MISC
- Base bonus is 2% cashback on transferred amount with $1,000 cap
- Additional 1% match on $100,000+ transfers capped at $1,000
- Market fluctuations and trades do not affect eligibility, but any withdrawals result in forfeiture
Offer expires August 30, 2026
Last updated June 30, 2026
Saved source PDFs
Jun 28, 2026Change detected
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Jun 21, 2026
How to evaluate TradeUp 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
- First-time ACAT transfer during campaign period
- Payout timeline
- Quarterly installments after 90-day holding period; full payout extends beyond 1 year for $2,000 tier
- Hold period
- 365 consecutive days (for full $2,000; base $1,000 requires 90 days minimum)
How to qualify
- ACAT transfer required
- Maintain transferred asset value for minimum 90 days (base bonus) or 365 days (additional 1% match)
- Minimum $50,000 transfer for maximum cashback bonus
- Minimum $50,000 ACAT transfer for base $1,000 bonus
Common pitfalls
- New customers only
- First ACAT transfer only
- Cannot be accounts originally opened through TradeUP and now cleared by Interactive Brokers
- Taxable brokerage accounts
What makes this offer different
Bonus value versus similar offers
The sign-up bonus is below the current nearby $6,750 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 Brokerage Transfer Bonus expire?
TradeUp Brokerage Transfer Bonus expires on August 30, 2026.
How long do I have to qualify for TradeUp Brokerage Transfer Bonus?
The qualifying period listed for TradeUp Brokerage Transfer Bonus is First-time ACAT transfer during campaign period.
When does TradeUp Brokerage Transfer Bonus pay out?
The payout timeline listed for TradeUp Brokerage Transfer Bonus is Quarterly installments after 90-day holding period; full payout extends beyond 1 year for $2,000 tier.
How long do I need to keep funds or the account for TradeUp Brokerage Transfer Bonus?
The hold period listed for TradeUp Brokerage Transfer Bonus is 365 consecutive days (for full $2,000; base $1,000 requires 90 days minimum).
Questions & Answers
When did this deal expire?
According to the deal data, the original expiration date was December 31, 2024. However, based on the source materials, the offer has been extended multiple times and is currently valid through June 30, 2026.
