Summary
Offer details to compare
Offer amount
Up to $1,000
Category
Brokerage
Offer type
Managed account bonus
Last reviewed
May 24, 2026
Overview
Tracked managed portfolio bonus for eligible funded accounts. Advisory fees and bonus tiers may change.
Direct deposit
Not listed
Minimum deposit or spend
$50,000 managed account balance
Monthly or annual fee
Verify with provider
Referral code
Not listed
Requirements
- Open an eligible managed portfolio account.
- Deposit qualifying new money.
- Maintain the required balance for the stated period.
Fees and costs to check
- Advisory fees and fund expenses may apply.
Expiration date
Listed as Dec 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