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.

Last reviewed review in progressHow we researchProvider terms remain the source of truth

Research process

How we research brokerage bonuses

How we evaluate

We compare requirements, fees, access, account fit, verification dates, and provider terms rather than ranking by headline value or compensation. Compensation never automatically determines placement.

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.

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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

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.

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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.

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