Brokerage
Brokerage Transfer Bonuses Explained
Understand tiered awards, eligible assets, holding periods, transfer mechanics, and possible costs.
OfferRadar EditorialUpdated Jul 14, 20266 min read
01
Read the tier table
The maximum award may require a much larger transfer than the first visible tier.
- ✓Find your actual tier
- ✓Calculate award-to-asset percentage
- ✓Confirm eligible account types
02
Map the transfer
Some assets may transfer in kind; others may need to be sold, creating market or tax consequences.
- ✓Ask about unsupported assets
- ✓Review transfer fees
- ✓Do not trade solely to chase a bonus
03
Respect holding periods
Offers may require assets or cash to remain for months after funding.
- ✓Check withdrawal consequences
- ✓Keep a liquidity buffer
- ✓Consult a qualified professional for tax questions