Best brokerage transfer bonuses
Cash for moving investments to a new brokerage. Most are tiered by how much you transfer and ask you to hold the balance for months, so the effective yield matters more than the headline.
Open and fund a new E*TRADE Traditional IRA with promo code retire26 by 10/31/26. Deposit at least $1,000 in new funds within 60 days to earn a cash credit that scales with your deposit, up to $10,000 for the largest tier.
Webull Premium subscribers who transfer or roll over funds into a self-directed IRA can earn a 3% match, up to a maximum of $7,500 on transfers up to $250,000. To get the full match you need to keep Webull Premium for a year and leave the transferred funds in the account for five years.
TradeStation is offering new brokerage customers a tiered cash bonus up to $3,500 for opening an account with code 0148AGGL and funding it with new outside assets. The bonus amount depends on how much you deposit, ranging from $150 for $5,000 to $3,500 for $1,000,000 or more, and it's paid out after a 270-day holding period.
Tastytrade will match 3% of the cash or assets you bring to a new account, up to $3,000, when you use promo code BRINGIT2026. The match is tied to how much you deposit or transfer in.
Betterment is offering new customers up to $2,000 when you open an eligible individual investing account and make a net new deposit within 45 days of enrolling. The reward is tiered by deposit size, from $100 at $1,000 up to $2,000 at $200,000 or more.
Open any individual Betterment investing account, including an IRA, and fund it to earn a cash reward. Deposit or roll over at least $1,000 within 45 days to earn $50, with larger deposits earning up to $1,000 total.
When someone opens an IBKR individual or joint account through a friend's referral link and funds it, they earn $1 in IBKR stock for every $300 deposited, up to a maximum of $1000 in shares. The existing client who referred them separately earns $200 once the new account deposits and maintains at least $10,000.
moomoo advertises up to $1,000 in NVIDIA shares for funding a new account. The reward is tiered by deposit and you have to hold your tier's average balance for 60 days to unlock the shares. It pays in stock, not cash, so what it is worth when it lands depends on the share price.
New clients referred by an existing Schwab customer can earn up to $1,000 by opening an eligible brokerage or IRA account and making a net deposit of $500,000 or more within 45 days of enrolling. Smaller deposit tiers pay smaller bonuses, down to $100 for a $25,000 to $49,999 deposit.
A standing tiered transfer bonus from Chase's brokerage arm: deposit or transfer new-to-JPM money or securities within 45 days, hold the balance 90 days, and the day-45 balance sets your tier up to $1,000 at $250,000. The catch that matters: money from Chase or J.P. Morgan accounts does not count. It has to come from outside.
Merrill Edge is offering Preferred Rewards members up to $1,000 for opening a new IRA or Cash Management Account and funding it. The bonus scales with deposit size, topping out at $1,000 for deposits of $250,000 or more, and requires keeping the balance for at least 90 days.
Bank of America's self-directed brokerage pays a tiered cash bonus for moving in new money, with no end date. It is a high-threshold offer: the top $600 needs a $200,000 transfer, and the entry $100 needs $20,000. Preferred Rewards members can reach up to $1,000 through a separate code.
moomoo will match 3% of the assets you move over as a cash coupon when you make your first transfer to a moomoo brokerage account. The coupon is paid in four equal quarterly installments over 360 days.
New clients who sign up through a Wealthfront referral and open eligible accounts within 30 days can earn a 3-month 0.75% APY boost on cash balances up to $150,000 plus a 0.50% match on investing deposits up to $100,000, worth up to $500. Both the referrer and the new client receive the benefits.
eToro offers a tiered deposit bonus worth up to $500 in free assets for new users. Sign up, verify your account, and deposit $10,000 or more to get the maximum $500 bonus, with smaller bonuses for lower deposit tiers.
eToro advertises up to $300 in crypto for new users who make their first deposit. The exact amount depends on qualifying activity.
New Betterment customers who sign up through a friend's referral link and deposit at least $100 into a new individual investing account within 30 days get a $150 bonus deposited about 30 days later. Depositing at least $10 into a new individual Cash Reserve account instead earns a 0.75% APY boost for 92 days.
One of the lowest-hurdle brokerage bonuses: register with code FIDELITY100, open an eligible Fidelity account, and deposit at least $50 from outside Fidelity to get $100. Open to new and existing customers across brokerage, Cash Management, and IRA accounts.
Ally Invest will credit you $75 to cover transfer fees when you move $2,500 or more into a new self-directed brokerage account via an initial ACAT transfer from another broker. You request the credit online after logging in and completing the transfer.
M1's referral program pays both you and a friend $75 when the friend opens a new M1 brokerage or retirement account through your link and deposits at least $10,000 within 30 days, keeping it there for another 30 days. You can earn up to 10 of these $75 bonuses per year.
Charles Schwab pays a $50 reward in fractional shares (split across the top 5 S&P 500 stocks) when you open a Starter Kit brokerage account and deposit at least $50 within 30 days.
E*TRADE advertises up to $1,500 for opening a new brokerage account and funding it with new money within 60 days, using promo code OFFER26. The bonus is tiered by deposit, starting at $50 for $1,000. Larger tiers exist above the headline figure, reaching $10,000, but that one requires $5 million. New money must come from outside E*TRADE.
Webull gives new users about $20 in fractional NVIDIA shares plus a 30-day Webull Premium trial after a qualifying deposit of $500 or more. A separate offer reimburses up to $100 in transfer fees when you move in $2,000 or more from another broker. The reward is stock, not cash, and its dollar value moves with the share price.
SoFi's Claw promotion lets new Active Investing customers win a random amount of stock worth between $15 and $3,000. You need to open a new self-directed brokerage account (not IRA or robo) and fund it with at least $50 within 45 days to play.
New Acorns users who sign up through a referring client's invitation link and invest at least $5 in their Acorns Invest account within 14 days receive a one-time $5 bonus in reward shares. The referring client also earns $5 in reward shares for each successful referral.
Robinhood gives new customers a free stock worth between $5 and $200 for opening and funding their first individual taxable brokerage account. About 99% of people receive the minimum $5 value, and you must link a bank account or debit card to claim it.
Stash gives a $5 bonus for opening a qualifying UGMA/UTMA custodial account. You must complete the account opening steps and keep the account open for the full 90-day period.
SoFi Plus members get a 1% cash match on eligible deposits into a taxable SoFi Invest account. To keep the full match you must stay a SoFi Plus member for one year and leave the deposited funds in the account for five years, or the match can be partially or fully clawed back.
M1 offered a 0.5% bonus on assets transferred from an external brokerage account during January, up to $25,000. A minimum transfer of $10,000 was required to qualify.
Percentage-match economics instead of a flat bonus: Robinhood matches 1% of IRA or brokerage transfers with no cap (the match scales linearly with what you move) and 3% on new IRA contributions with a Gold subscription. The catch is time: matched money has to stay five years, and you must keep Gold a year to get the 3%. Nothing else caps how much you can match, so the five-year hold is the only real question.
SoFi offers a stock bonus of up to $1,000 when you open an active SoFi Invest account and fund it with at least $50 within 30 days. The exact reward is randomly selected, with only a 0.028% chance of receiving the $1,000 top amount.
Betterment offers a tiered cash reward of up to $2,000 based on the net amount you roll over or deposit into an eligible IRA within your first 60 days after enrolling in the offer. Only external rollovers and deposits count, not internal transfers.
Public will match 1% of the value of assets you transfer into a Public brokerage account with no cap, plus reimburse up to $100 in transfer fees from your old broker. You earn the match by completing an ACAT transfer of your brokerage account into Public and keeping the funds there for the required holding period.
More best lists: Best credit card sign-up bonuses · Best checking account bonuses · Best savings account bonuses · Best travel card welcome bonuses · Best cash-back card bonuses · Best business card welcome bonuses · Best business checking bonuses · Biggest cash bonuses right now · Easiest bonuses to earn · Bank bonuses with no direct deposit required · Sign-up bonuses with no hard credit pull · Bank bonuses with no ChexSystems pull · Credit card bonuses not blocked by 5/24 · Nationwide sign-up bonuses · Sign-up bonuses ending soon