How we evaluate
We compare requirements, fees, access, account fit, verification dates, and provider terms rather than ranking by headline value alone.
Research guide
Brokerage transfer bonuses to compare
Brokerage transfer promotions may depend on eligible incoming assets, transfer value, account type, and a required holding period. Compare the full account fit and verify current provider terms before moving assets.
Verification-first research · Last verified Jun 1, 2026
Research process
How we research brokerage bonuses
How we update offers
Offer records show last verified dates where available. Terms can change, so provider pages and source links remain the final reference.
What readers should verify
Before opening an account or applying, verify eligibility, fees, deposits, rewards, rates, payout timing, and account availability directly.
How OfferRadar works
Research-first offer tracking
We track public offer information
OfferRadar organizes publicly available offer records, provider pages, and comparison paths so users can review requirements before acting.
We review provider pages when possible
Source links and verification dates are shown where available. Provider terms remain the source of truth.
We show verification dates
Last verified and last reviewed dates help orient research, but offers, rates, eligibility, and fees can change.
We do not provide financial advice
OfferRadar is a research tool. Users should verify current terms directly with providers before opening, applying, or transferring.
Outbound links may be compensated
Some outbound links may result in compensation, and disclosures stay visible so comparison pages remain consumer-first.
Related tools
Next comparison step
Transfer requirements
Providers may set asset-value tiers, eligible account types, campaign windows, and restrictions on transferred positions.
Minimum transfer value
Eligible account types
Supported assets
Campaign window
ACAT and transfer fees
ACAT can move eligible brokerage assets between firms, but outgoing firms may charge fees and some assets may not transfer.
Full or partial ACAT
Outgoing transfer fee
Unsupported assets
Transfer timing
Holding periods and account fit
A transfer promotion can require assets to remain at the new firm. Review holding periods, withdrawal consequences, investment tools, service, and fees.
Holding period
Withdrawal treatment
Account fees
Investment risk
Tracked records to compare
AI
ActiveAxis Invest
Investment Transfer Up to $600 Bonus
Up to $600
BrokerageVerified Today
Tracked tiered brokerage transfer bonus based on eligible new assets. Bonus tiers and holding periods may change.
Review fees, eligibility, and provider terms before acting.
Last reviewed Jun 1, 2026
R
ActiveRobinhood
Robinhood Gold Transfer Up to $1,000 Offer
Up to $1,000
BrokerageVerified Today
Tracked Robinhood transfer promotion based on eligible asset movement. Subscription fees and holding requirements may apply.
Review fees, eligibility, and provider terms before acting.
Last reviewed Jun 1, 2026
F
ActiveFidelity
Fidelity Account Transfer $100 Offer
$100
BrokerageVerified This Week
Tracked Fidelity account funding bonus. Investment products, account eligibility, and timing should be verified directly.
Review fees, eligibility, and provider terms before acting.
Last reviewed May 30, 2026
MF
WatchingM1 Finance
M1 Finance Transfer $250 Offer
$250
BrokerageNeeds Review
Tracked M1 Finance transfer bonus based on eligible assets. Transfer and holding requirements may change.
Review fees, eligibility, and provider terms before acting.
Last reviewed May 27, 2026
Brokerage transfer bonus comparison
This comparison uses available tracked fields. Blank or broad requirements should be verified directly with the provider.
| Provider | Bonus amount | Transfer requirement | Holding period | Verification date |
|---|---|---|---|---|
| Axis Invest | Up to $600 | Transfer qualifying new assets by the deadline. | Maintain assets for the required holding period. | verified today · Jun 1, 2026 |
| Robinhood | Up to $1,000 | Transfer qualifying assets. | Open or hold an eligible brokerage account. | verified today · Jun 1, 2026 |
| Fidelity | $100 | Not listed | Not listed | verified this week · May 30, 2026 |
| M1 Finance | $250 | Transfer qualifying assets. | Open or hold an eligible investment account. | needs review · May 27, 2026 |
Verification methodology
How OfferRadar verifies offers
OfferRadar records the source reviewed, last verified date, requirements, fees to check, and terms that need direct provider confirmation. A verification date documents research timing; it does not guarantee availability, eligibility, approval, or payout.
i
Important information
OfferRadar is an independent research and comparison resource. Some outbound links may result in compensation to OfferRadar. Offers can change, expire, or vary by user, so verify current terms directly with the provider before acting.
FAQ
What is an ACAT transfer?
ACAT is a common system used to transfer eligible brokerage assets between firms. Supported assets, timing, fees, and transfer treatment vary by provider.
Do transfer bonuses require a holding period?
Some do. Verify the required asset value, eligible transfer type, holding period, subscription costs, and current provider terms before moving assets.