Below are the best brokerage bonuses available, updated 9/25/24.
Obtaining bonus offers for transferring your invested assets to a new brokerage is a great way to earn some extra income, and it’s quick and easy to do.
You don’t have to sell your investments to transfer, and the bonuses from these offers can add a noticeable boost to the return on your investments!
The table below is intended to be the most comprehensive list anywhere. (If you see any offers missing, drop a comment below.)
There are multiple ways to use it, but I recommend focusing on the bonus as a % of assets transferred. Targeting the highest values will give you the largest bonus per dollar transferred.
Changes this month:
- Added:
- Interactive Brokers
- Moomoo
- Opto
- Public
- Robinhood
- SoFi
- Webull
- TD
- Tornado
- Removed (Expired):
AxosFidelityM1
Be sure to read terms & conditions of each offer carefully to ensure you don’t miss any requirements, including the minimum holding period for funds in the account.
Brokerage Bonus List
| Brokerage | Max Bonus $ | Max | Max Bonus % for >$10K | Max | Holding Period | Hold | Assets that Apply | Bonus for Depositing (% of Assets) |
|---|---|---|---|---|---|---|---|---|
| Robinhood Taxable | Unlimited | $999,999 | 1.00% | 1.00% | 24 mos | 24 | Taxable | 1% on taxable assets transferred |
| Robinhood IRA | Unlimited | $999,999 | 1.00% | 1.00% | 60 mos | 60 | IRA | 1% on IRA assets transferred 3% on IRA contributions |
| Webull Taxable | $100,000 | $100,000 | 2.00% | 2.00% | 24 mos | 24 | Taxable | 2% bonus on taxable account transfers up to $5M |
| Webull IRA | $35,000 | $35,000 | 3.50% | 3.50% | 60 mos | 60 | IRA | 3.5% bonus on IRA transfers / contributions up to $1M |
| Public | $10,000 | $10,000 | 1.00% | 1.00% | 12 mos | 12 | Taxable | $150 for $5K (3.00%) $250 for $25K (1.00%) $600 for $100K (0.60%) $1000 for $250K (0.40%) $2000 for $500K (0.40%) $4000 for $1M (0.40%) $10000 for $5M+ (0.20%) |
| Tastytrade | $5,000 | $5,000 | 2.00% | 2.00% | 12 mos | 12 | Taxable | $50 for $2K (2.50%) $100 for $5K (2.00%) $500 for $25K (2.00%) $2000 for $100K (2.00%) $3000 for $250K (1.20%) $4000 for $500K (0.80%) $5000 for $1M (0.50%) Promo code MYNEWBONUS |
| e*Trade | $5,000 | $5,000 | 1.50% | 1.50% | 6 mos | 6 | Taxable | $100 for $50 (200%) $150 for $1K (15%) $300 for $20K (1.50%) $600 for $100K (0.80%) $800 for $200K (0.40%) $1000 for $500K (0.20%) $3000 for $1M (0.30%) $5000 for $1.5M (0.33%) Promo code REWARD24 |
| Citi Wealth Management | $5,000 | $5,000 | 1.00% | 1.00% | 4 mos | 4 | Taxable IRA | $500 for $50K (1.00%) $1000 for $200K (0.50%) $2000 for $500K (0.40%) $3000 for $1M (0.30%) $5000 for $2M (0.25%) |
| TradeStation | $3,500 | $3,500 | 1.20% | 1.20% | 9 mos | 9 | Taxable | $150 for $5K (3.00%) $300 for $25K (1.20%) $500 for $100K (0.50%) $1000 for $250K (0.40%) $2000 for $500K (0.40%) $3500 for $1M (0.35%) Promo code TSTVAGFD |
| TD Investment Services | $3,000 | $3,000 | 1.00% | 1.00% | 3 mos | 3 | Taxable IRA | $1000 for $100K (1.00%) $2000 for $200K (1.00%) $3000 for $500K (0.60%) |
| Tornado | $1,000 | $1,000 | 1.50% | 1.50% | 6 mos | 6 | Taxable | $5 for $50 (10%) $15 for $100 (15%) $75 for $1K (7.50%) $150 for $10K (1.50%) $300 for $100K (0.30%) $1000 for $1M (0.10%) |
| Interactive Brokers | $1,000 | $1,000 | 1.00% | 1.00% | 12 mos | 12 | Taxable | $1 in IBKR shares for every $100 (1.00%) Referral link needed |
| Charles Schwab | $1,000 | $1,000 | 0.60% | 0.60% | 12 mos | 12 | Taxable IRA | $100 for $25K (0.40%) $300 for $50K (0.60%) $500 for $100K (0.50%) $1000 for $500K (0.20%) |
| Sofi Invest | $1,000 | $1,000 | - | 0% | - | 0 | Taxable | $5-$1000 for $25 |
| JP Morgan Wealth Management | $700 | $700 | 0.60% | 0.60% | 2 mos | 2 | Taxable IRA | $50 for $5K (1.00%) $150 for $25K (0.60%) $325 for $100K (0.33%) $700 for $250K (0.28%) |
| Merrill Edge | $600 | $600 | 0.50% | 0.50% | 3 mos | 3 | Taxable IRA | $100 for $20K (0.50%) $150 for $50K (0.30%) $250 for $100K (0.25%) $600 for $200K (0.30%) |
| Opto | $300 | $300 | 1.20% | 1.20% | 6 mos | 6 | Taxable | $50 for $2K (2.50%) $100 for $6K (1.67%) $300 for $25K+ (1.20%) |
| Moomoo | - | $0 | - | 0% | 2 mos | 2 | Taxable | 5 free stocks for $100 15 free stocks for $1000 |
