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
Webull Transfer Bonus — Up to $175
Sign up for Webull Transfer Bonus and earn up to $175 in bonus rewards.
Bonus Tiers
| Deposit | Bonus |
|---|---|
| $2,000 | $100 |
| $5,000 | $75 |
Payout
Within 30 days after claim
Requirements
- ✓Minimum $2,000 for brokerage account transfer
- ✓Minimum $5,000 for IRA account transfer
- ✓Transfer via ACAT
- ✓Eligible assets: US exchange-listed stocks, ADRs, ETFs, treasury bonds, options
- ✓ACAT transfer required from external brokerage
- ✓Minimum transfer: $2,000 for cash/margin; $5,000 for IRA
- ✓Submit transfer fee documentation for reimbursement
- ✓Minimum $2,000 transfer for brokerage bonus
- ✓Minimum $5,000 transfer for IRA bonus
- ✓Submit proof of transfer fee after transfer settles
- ✓Minimum $2,000 ACAT transfer for any bonus
- ✓Minimum $100,000 ACAT transfer for 4% match (when offered)
Restrictions
- ⚠New customers only
- ⚠First brokerage account transfer only
- ⚠ACAT transfer required
- ⚠Brokerage (cash or margin) accounts only — IRAs handled separately
- ⚠New customers only (first transfer)
- ⚠Joint accounts excluded
- ⚠Futures accounts excluded
- ⚠Managed IRAs excluded
- ⚠One brokerage account reimbursement and one IRA reimbursement per person
- ⚠New customers only (never transferred to Webull before)
- ⚠ACATS transfer required
- ⚠One reimbursement per person (brokerage) and one per person (IRA)
- ⚠New customers only (may be available to some existing customers)
- ⚠Excludes: Joint, Crypto, IRA, Advisor, Entity accounts
Fees
- $0 account fee
- $0 account fees (self-directed trading account)
- $100 transfer fee reimbursement
- Covers actual transfer fees charged by sending broker — if no fee charged, no reimbursement
- Up to two separate reimbursements totaling $175 max ($100 for brokerage + $75 for IRA)
- Only one reimbursement per account type (margin+cash combined as one)
- Fractional shares will be liquidated during transfer
- Non-USD assets, OTC securities, and mutual funds not transferable
- Treasury bonds must have 10+ day maturity
- Options must not expire within next 2 weeks
- Customer must have never transferred a brokerage account to Webull before
- This is a transfer fee reimbursement offer, not a cash bonus based on deposit amount
- Reimbursement only for outgoing fees charged by the previous broker
- Client must submit proof of transfer fee from prior statement
- Typical transfer processing time: 5-7 business days
- Joint accounts excluded from brokerage transfer bonus
- Futures accounts and managed IRAs excluded
- Only US exchange-listed stocks, ADRs, ETFs, treasury bonds, and options eligible
- OTC securities and mutual funds not transferable
- Up to $5,000 cash bonus available based on asset value (tiered structure)
- The 4% match with 5-year hold was a time-limited promotion that appears to have ended 3/31/26
- Current offer structure is flat-fee bonus based on transfer amount, not percentage-based match
- Bonuses are paid as cash
Last updated July 6, 2026
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How to evaluate Webull 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
- Within 30 days after claim
How to qualify
- Minimum $2,000 for brokerage account transfer
- Minimum $5,000 for IRA account transfer
- Transfer via ACAT
- Eligible assets: US exchange-listed stocks, ADRs, ETFs, treasury bonds, options
Common pitfalls
- New customers only
- First brokerage account transfer only
- ACAT transfer required
- Brokerage (cash or margin) accounts only — IRAs handled separately
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 Webull Transfer Bonus pay out?
The payout timeline listed for Webull Transfer Bonus is Within 30 days after claim.
