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 transfer fee reimbursement (brokerage account) |
| $5,000 | $75 transfer fee reimbursement (IRA account) |
Requirements
- ✓Minimum $2,000 for brokerage account transfer
- ✓Minimum $5,000 for IRA account transfer
- ✓Assets must be in USD
- ✓Minimum value per transfer: $500
- ✓Options contracts must not expire within next two weeks
- ✓Treasury bonds must have maturity date more than 10 days away
- ✓ACAT transfer required
- ✓Min $2,000 for brokerage account or $5,000 for IRA
- ✓Must upload proof of transfer fee deduction
- ✓Transfer via Automated Customer Account Transfer Service (ACATS)
- ✓Minimum $2,000 in assets for brokerage account transfer
- ✓Minimum $5,000 in assets for IRA account transfer
- ✓Only US exchange-listed stocks, ADRs, ETFs, treasury bonds, and options eligible
- ✓Min $2,000 for brokerage account transfer
- ✓Min $5,000 for IRA transfer
- ✓Transfer from external brokerage account
- ✓Minimum $2,000 transfer for brokerage account reimbursement
- ✓Minimum $5,000 transfer for IRA reimbursement
Restrictions
- ⚠New customers only - must not have previously transferred a brokerage account to Webull
- ⚠First transfer only per account type (one brokerage transfer, one IRA transfer max)
- ⚠Only ACAT transfers eligible
- ⚠First transfer only per account type
- ⚠New customers only
- ⚠Joint accounts, futures accounts, and managed IRAs excluded
- ⚠New customers only — only eligible for clients who have never transferred a brokerage account to Webull
- ⚠One brokerage account transfer fee reimbursement and one IRA account transfer fee reimbursement per person
- ⚠Joint accounts, futures accounts, and managed IRAs excluded from IRA promotion
- ⚠ACAT transfer required
- ⚠First transfer only (one per account type)
- ⚠Joint accounts excluded
- ⚠Futures accounts excluded
- ⚠Managed IRAs excluded
- ⚠ACAT transfers only
- ⚠New customers only (never transferred a brokerage account to Webull)
- ⚠One reimbursement per account type (cash/margin accounts combined, IRA accounts separate, max $175 total)
- ⚠Joint accounts, futures accounts, and managed accounts excluded
- First brokerage account transfer only
Fees
- $75 outgoing transfer fee (charged by Webull for transfers out)
- $0 account fee
- $0 account fees (self-directed trading account)
- $100 transfer fee reimbursement
- Up to two transfer fee reimbursements totaling $175 ($100 brokerage + $75 IRA)
- If both margin and cash brokerage accounts transferred separately, reimbursement applies only to first completed transfer
- For IRA: only one reimbursement based on first completed IRA transfer
- OTC securities and mutual funds are not transferable
- Fractional shares will be liquidated when transfer is initiated
- Transfer typically takes 5-7 business days
- Reimbursement applies only to first completed transfer per account type
- If transferring both brokerage and IRA accounts separately, maximum total reimbursement is $175
- Account transfer fees are not reimbursed automatically
- If transferring both a margin account and a cash account separately, reimbursement only paid once based on first completed transfer
- If transferring multiple IRA types, reimbursement only paid once based on first completed IRA transfer
- OTC securities and mutual funds not transferable
- Non-USD assets cannot be transferred
- Transferred assets must have minimum value of $500
- Reimbursement covers actual transfer fees charged by old brokerage
- Maximum combined reimbursement across both account types is $175
- Reimbursement covers actual transfer fees charged by prior broker—no fee charged, no reimbursement paid
- 30 days to claim through app or expires
- 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
Last updated August 12, 2026
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Aug 12, 2026Change detected
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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
How to qualify
- Minimum $2,000 for brokerage account transfer
- Minimum $5,000 for IRA account transfer
- Assets must be in USD
- Minimum value per transfer: $500
Common pitfalls
- New customers only - must not have previously transferred a brokerage account to Webull
- First transfer only per account type (one brokerage transfer, one IRA transfer max)
- Only ACAT transfers eligible
- First transfer only per account type
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.
