Summary
Offer details to compare
Offer amount
Up to $600
Category
Brokerage
Offer type
Brokerage transfer bonus
Last reviewed
Jun 1, 2026
Overview
Tracked tiered brokerage transfer bonus based on eligible new assets. Bonus tiers and holding periods may change.
Direct deposit
Not listed
Minimum deposit or spend
$25,000 transferred assets
Monthly or annual fee
Verify with provider
Referral code
Not listed
Requirements
- Open or use an eligible brokerage account.
- Transfer qualifying new assets by the deadline.
- Maintain assets for the required holding period.
Fees and costs to check
- Outgoing transfer or account closure fees may apply.
Things to verify
- Review market risk and transfer fee reimbursement terms.
Expiration date
Listed as Oct 31, 2026. Terms may change or the offer may end earlier, so verify with the provider.
Before you act
Verify terms directly
Check eligibility
Review fees
Confirm expiration
Keep records