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Tag: brokerage bonuses

  • Robinhood Gold: Brokerage Transfer 2% Unlimited Bonus (5-Year Hold) – Doctor Of Credit

    Update 8/27/25: Offer is back for HOOD month, valid 8/26-9/15. There’s also an increased offer for 3% bonus if you include a margin balance of $100,000 or more with an eligible asset transfer.

    The Offer

    Direct Link to offer | Terms

    • Robinhood is offering their Gold members a 2% unlimited bonus on brokerages funds transferred (via ACATS) from another brokerage into Robinhood. The funds then need to remain with Robinhood for 5 years in order for you to keep the bonus.

    You need first signup for Robinhood Gold and then keep it for one year in order to do this bonus; that costs $50.

    The Fine Print

    • Valid March 14 – March 31, 2025.
    • The bonus funds post to Robinhood account immediately after the transfer settles.
    • Market movements don’t impact your bonus, only withdrawals or asset transfers out would cause a bonus removal.
    • For any full or partial account transfer into Robinhood that’s $7,500 or more, Robinhood will reimburse the transfer fees your other brokerage may charge, up to $75 per account type, per brokerage. Contact Robinhood to request a reimbursement.
    • You’ll get a form 1099-MISC for the bonus.

    Our Verdict

    We’ve seen a 1% brokerage transfer bonus from Robinhood with a 2 year hold period, and now they are offering Gold members a 2% bonus with a 5 year hold period. Obviously the 5 year hold period isn’t great for someone who likes chasing brokerage bonus or who isn’t comfortable with Robinhood for the long term. Personally, if I hadn’t done the 1% deal, I’d consider doing this deal and locking up the investments for 5 years.

    Hat tip to reader calwatch

    Related:

    Chuck

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  • Robinhood HOOD Week (10/16 – 10/27) (2% Brokerage Bonus, 3% IRA Match) – Doctor Of Credit

    Robinhood HOOD Week (10/16 – 10/27) (2% Brokerage Bonus, 3% IRA Match) – Doctor Of Credit

    The Offer

    Direct link to offer

    • Robinhood is offering something called HOOD week from October 16 – October 27. Deals are as follows:
      • Up to 2% brokerage bonuses (1% on succesful ACATS transfer and then another 1% if includes a settled margin balance that is $10,000 or more). Discussed before when it was 1% here.
      • 3% IRA bonus. Previously discussed here.

     

    Our Verdict

    Not sure I fully understand the brokerage bonus, so my reading of the terms might be wrong. At least we have until 10/16 to work it out.

    Hat tip to reader Chris

    William Charles

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  • Frec: $250 Referral Brokerage Bonus ($20,000 Minimum) – Doctor Of Credit

    Frec: $250 Referral Brokerage Bonus ($20,000 Minimum) – Doctor Of Credit

    The Offer

    Direct link to offer

    • Brokerage Frec is offering a $250 bonus to both parties when the person being referred opens a new direct indexing account. The direct indexing account has a $20,000 minimum

    The Fine Print

    • . There is a limit of four (4) referrals or $1,000 in bonus amount per
      qualifying brokerage customer per 12-month rolling month period

    Our Verdict

    Pricing is 0.1% or $20 annually for $20,000. You’re limited to 4 referrals ($1,000) per account. Feel free to share your referrals in the comments below.

    William Charles

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  • TradeUp Brokerage $1,000/$2,000 Bonus With $50k/$100k Transfer – Doctor Of Credit

    TradeUp Brokerage $1,000/$2,000 Bonus With $50k/$100k Transfer – Doctor Of Credit

    The Offer

    TradeUp bonus offers

    TradeUp brokerage is offering the following three bonuses which stack together:

    • New TradeUp brokerage who make an ACATS transfer from another brokerage into TradeUp by December 31, 2024 are eligible for 2% cashback on the transferred amount. Max $1,000 bonus (transfer $50k or more to get the max $1,000 bonus).

     

    • Clients who transfer $100,000 or more to their TradeUP account and maintain their transferred assets for a year will receive an additional 1% match ($1,000 capped match).
    • Those who signup with TradeUp also get some free stocks: 2 for $100 deposit, 3 for $2,500 deposit, 4 for $10,000 deposit, 5 for $100,000 deposit.

    Offer valid August 5 – December 31, 2024. You can find this offer on the TradeUp homepage scroll and mentioned on this page; find the terms on this page. You can find the 5 stock offer on this page and the terms on this page.

    Important Notes

    • There is a $50 fee for doing a full account ACAT-out, so keep that in mind if you aren’t sure that you’ll be staying with the brokerage forever.
    • It appears these bonuses are all for new customers (“new clients“).
    • Clients who transfer assets from a brokerage account that was originally opened through TradeUP Securities, Inc. and now clears exclusively through Interactive Brokers are not eligible for this campaign.
    • This promotion applies exclusively to an account’s first ACAT transfer that qualifies for this promotion. Subsequent ACAT transfers will not qualify for this promotion.
    • An account is said to have “maintained the value of the transferred assets” if it does not initiate any withdrawals or outgoing account transfers during the specified period. Transactions involving securities purchases and changes in asset valuation do not affect reward eligibility. However, withdrawals or account transfers will result in forfeiture of the reward.
    • Cashback Distribution: Cashback will be distributed quarterly, with payments made on the last business day of each fiscal quarter. The maximum cashback amount per quarter is $350. The distribution schedule follows below: After the first 90 calendar days: Clients must maintain their account assets for a full 90 calendar days from the settlement date. The first cashback installment will be distributed at the end of the first full fiscal quarter after the 90 calendar day period. For example, if the settlement date is August 15, 2024, the first cashback installment will be distributed on December 31, 2024. Subsequent Quarters: Cashback will be distributed on the last business day of each subsequent fiscal quarter. For example, if a user completes an ACAT transfer of $50,000 and qualifies for a 2% cashback bonus, they will receive a total of $1,000. This amount will be distributed in installments of $350 for the first quarter, $350 for the second quarter, and $300 for the third quarter. If the transfer date is August 15, 2024, the first $350 installment will be distributed on December 31, 2024, with subsequent installments of $350 and $300 distributed on March 31, 2025 and June 30, 2025, respectively. By participating in this campaign and receiving the cashback bonus, you agree that the cashback bonus will not be issued until the end of the first full fiscal quarter after the 90 calendar day holding period is complete. The cashback bonus is subject to forfeiture if the account is transferred out within 90 calendar days of the cashback issuance. Certain restrictions may apply when you request withdrawal of the cashback bonus.
    • Where required by applicable rules and regulations, the value of all TradeUP Securities Inc. offers received may be reported as Other Income on Form 1099-MISC. TradeUP Securities Inc. is not responsible for individual tax reporting related to this reward program.

    Our Verdict

    If you transfer in $50k you’ll get $1k bonus and around $40/$80 in free stock. If you transfer in $100k you’ll get $2k bonus and around $50/$100 in free stocks. And you can get up to $300 to cover any fees from your old brokerage company.

    Overall this offer is from the better brokerage bonuses we’ve seen. We’ll add this to the list of Best Brokerage Bonuses. 

    Though the long hold times are a pain, I’m still thinking of hitting this one. I’ll signup on the offer landing page in the coming weeks and transfer $100k from my current brokerage account in a single ACAT transfer to TradeUp. I’ll get 5 free stocks right away which will be worth $50 or more. Then I’ll get $350 on March 31, 2025 and another $350 on June 30, 2025 and another $300 on September 30, 2025 to complete the $1k bonus for the 2% part. I’ll also get another $1,000 bonus for the 1% $100k match (it’s not clear in the fine print when that $1k bonus will payout). I’ll then leave my funds there until at least the end of 2025 since the fine print mentions leaving funds until 90 days after bonus payout.

    If anyone has used TradeUp in the past, kindly share your experiences with them in the comments below. Specifically I’d be interested in knowing whether cost-basis transfers over properly when transferring stocks from another brokerage.

    Hat tip to reader Lrdx

    Chuck

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  • SoFi 401(k) 1% Rollover Match – Doctor Of Credit

    SoFi 401(k) 1% Rollover Match – Doctor Of Credit

    The Offer

    Direct Link to offer

    • SoFi is offering a 1% unlimited match on 401(k) which are rolled over into a SoFi IRA (traditional or Roth).

    The Fine Print

    • Note: To receive the bonus, roll over a minimum of $20,000.
    • Offer ends 8/15/24.
    • Rollover must be completed via Capitalize’s rollover application by either scheduling a rollover call or submitting a rollover request by August 15, 2024. If a rollover call is required, the appointment must occur by September 15, 2024.
    • The 1% Rollover match will be treated as interest earned on the account and won’t impact IRA contribution limits.
    • Automated IRA and Automated Roth IRA (offered by SoFi Wealth, LLC), Active IRA and Active Roth IRA (offered by SoFi Securities, LLC) are eligible for 1% match.
    • As long as you hold your eligible funds for at least 2 years from the close of the Offer Period (August 15th, 2024), the bonus is yours to keep. If your deposit is removed prior to the end of the two year Eligibility Period, SoFi reserves the right to remove the corresponding proportion of the 1% Match from your account. Your IRA contributions are savings for retirement, and you’ll incur penalties if you take your funds out early, so make your best effort to keep them there till you retire.
    • Bonuses will be paid within 60 days of the last day of the month in which the rollover funds settle in your SoFi Invest account.

    Our Verdict

    1% unlimited match with a 2-year hold period is a great deal for someone who plans to roll funds over from 401(k) to an IRA. Rolling over a 401(k) is somewhat niche and so we won’t add this to our list of Best Brokerage Bonuses.

    Hat tip to Mithridel

    Chuck

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  • WeBull 2% Brokerage Transfer Bonus (Up To $100,000 Bonus) – Doctor Of Credit

    WeBull 2% Brokerage Transfer Bonus (Up To $100,000 Bonus) – Doctor Of Credit

    The Offer

    Direct Link to offer

    • WeBull is offering a 2% bonus when you transfer your brokerage account to their platform from July 5, 2024 through July 31, 2024.

     

    The Fine Print

    • Offer Period: 07/05/2024 12:00 AM ET – 07/31/2024 11:59 PM ET
    • Excludes IRAs
    • Offer Eligibility: This offer (the “Offer”) is open to brokerage customers in good standing of Webull Financial LLC (“Webull”) who receive a push notification through the Webull website or mobile application (collectively, the “Webull Platform”) to participate in this Offer (such customers “Eligible Customers”).
    • Offer Requirements: To receive an Offer Reward (as defined below), an Eligible Customer must (i) click “Enroll Now” on the landing page for this Offer on the Webull Platform, (ii) complete 1 or more Qualifying Transfers (as defined below) in an aggregate amount between $2000 and $5,000,000 to their Webull brokerage account (their “Webull Account”) during the Offer Period, and (iii) maintain in their Webull Account, in cash and/or securities, the aggregate amount (excluding trading losses) of all such Qualifying Transfers until July 30, 2026.
    • “Qualifying Transfer” means any transfer initiated after the beginning of the Offer Period by an Eligible Customer to their Webull Account of assets held by the Eligible Customer in a brokerage account at an institution other than Webull or any of its affiliates using the Automated Customer Account Transfer Service that settles before the end of the Offer Period. For the avoidance of doubt, if an Eligible Customer withdraws or transfers assets from their Webull Account or from any other account that the Eligible Customer holds with Webull or any of its affiliates and transfers all or any portion of such assets to their Webull Account after the beginning of the Offer Period, such transfer will not be deemed a “Qualifying Transfer.”
    • Deposit Bonus: Each Offer Reward will consist of a cash payment credited to the applicable Eligible Customer’s Webull Account in an amount equal to 2% of their Net Qualifying Transfer Amount “Net Qualifying Transfer Amount” means, in respect an Eligible Customer, (i) the aggregate amount of all such Eligible Customer’s Qualifying Transfers, minus (ii) the aggregate amount of all withdrawals or transfers of assets by such Eligible Customer from their Webull Account during the period beginning on the start of the Offer Period and ending on July 30, 2026 at 11:59 PM EST.
    • Offer Rewards will be paid in installments to the applicable Eligible Customer’s Webull Account in the amounts and on the dates indicated below: July 31, 2025 50% of Offer Reward amount; July 31, 2026 50% of Offer Reward amount.
    • PLEASE NOTE: (1) Additional transfers by an Eligible Customer to their Webull Account that take place at any time after the end of the Offer Period will not increase the amount of the Eligible Customer’s Net Qualifying Transfer Amount. Example: Eligible Customer participates in this Offer and makes a Qualifying Transfer in an aggregate amount equal to $30,000 to their Webull Account prior to the end of the Offer Period. One week later, the Eligible Customer transfers an additional $30,000 to their Webull Account. The Eligible Customer will only be entitled to receive an Offer Reward in an amount equal to 2% of $30,000. (2) Any withdrawal or transfer of funds from an Eligible Customer’s Webull Account prior to July 31, 2026. will be deemed to reduce the Eligible Customer’s Net Qualifying Transfer Amount and may reduce the value of any Offer Reward the Eligible Customer is entitled to receive. Example: Eligible Customer participates in this offer and makes a Qualifying Transfer of $100,000 to their Webull Account during the Offer Period. Subsequently, one year following the end of the Offer Period, the Eligible Customer withdraws $20,000 from their Webull Account and maintains the remaining balance until July 31, 2026 (resulting in a balance of $80,000 as of July 31, 2026). Eligible Customer will only be entitled to receive an Offer Reward in an amount equal to 2% of $80,000. (3) In the event that the amount of any Offer Reward to which an Eligible Customer is entitled is reduced as a result of withdrawals or transfers out of assets from the Eligible Customer’s Webull Account between the end of the Offer Period and July 31, 2026, (i) Webull will not be obligated to make any further payments in respect of the Offer Reward in excess of the Offer Reward amount to which the Eligible Customer is entitled following the reduction, and (ii) Webull may, in its sole discretion, rescind the excess amount of any Offer Reward payments made to such Eligible Customer by debiting their Webull Account. (4.) Eligible Customers must maintain the amount of any Offer Reward payment (minus any trading losses) in their Webull Account for at least 90 days from the date on which such Offer Reward payment is credited to their Webull Account. If an Eligible Customer fails to comply with this requirement, Webull may, in its sole discretion, debit the Eligible Customer’s Webull Account the amount of such payment.
    • Limitations: Each Eligible Customer may earn a maximum of one Offer Reward in connection with this Offer. Eligible Customers are not entitled to earn Offer Rewards in respect of more than one Webull Account. This Offer is not transferable or saleable.
    • Webull reserves the right, in its sole discretion, to decline an Eligible Customer’s request to participate in the Offer or to decline to grant Offer Rewards to an Eligible Customer for any reason or for no reason, including without limitation (i) if any aspect of the operation of the Offer or distribution of the Offer Rewards is prohibited by applicable laws, regulations or rules, including without limitation the rules of any self-regulatory organization of which Webull is a member, (ii) such Eligible Customer’s failure to satisfy any Offer Requirements or any violation of the terms and conditions of the Offer, (iii) actual or suspected fraudulent, deceptive, or abusive activity by such Eligible Customer in connection with any of the platforms or services offered by Webull or any of its owners, affiliates, and/or subsidiaries, (iv) the occurrence of any attempt, whether successful or unsuccessful, to undermine the legitimate operation of the Offer by cheating, hacking, deception, or other unfair or improper conduct (including, without limitation, the creation of multiple accounts), or (v) if such Eligible Customer has violated the terms of any agreement to which it is a party with Webull or any of Webull’s owners, affiliates, and/or subsidiaries
    • Webull reserves the right to change the terms of or terminate the Offer at any time without notice. If, for any reason, the Offer is not capable of running as planned including, but not limited to, by reason of tampering, unauthorized intervention, labor dispute, fraud, or any other cause beyond the control of Webull or its affiliates, which, in the sole opinion of Webull, corrupts or affects the administration, security, fairness, integrity or proper conduct of the Offer, then Webull reserves the right, in its sole discretion, to cancel, terminate, modify or suspend the Offer. Webull reserves the right, in its sole discretion, to rescind Offer Rewards if any applicable Qualifying Transfer does not settle, is reversed, or is otherwise determined to be improper or invalid.
    • This Offer is valid alongside, although separate from, any promotions offered by Webull. Notwithstanding anything else to the contrary herein, employees, contractors, or persons similarly associated with Webull or its affiliate(s); members of their household; Webull referral partners, key opinion leaders (KOLs) and/or influencers; registered representatives of broker-dealers; employees of any securities regulatory organization or exchange; and/or employees of any market maker are not eligible to participate in this Offer. The Offer is only available for personal use and may not be used for commercial purposes. Other restrictions may apply. Void where prohibited.
    • No substitution, cash redemption, assignment or transfer of any Offer Reward is permitted, except by Webull, which reserves the right in its sole discretion to substitute an Offer Reward with another prize of equal or greater value.

    Our Verdict

    Wow, this is an excellent brokerage bonus. They’re modeling this after the (expired) 1% offer from Robinhood, and they are upping the ante with 2% bonus for the same two year hold period. The only advantage of the Robinhood version was the fact that the bonus became immediately available to invest which allows us to benefit from the gains during the two year hold. With WeBull you get half after one year and the other half after the two year time period is complete.

    The two-year hold time does weaken the deal somewhat, especially for someone who likes chasing brokerage bonuses. Still, 2% bonus rate without tiers and basically without limit is much better than any other brokerage bonus currently available. We’ll add this to our List of Best Brokerage Bonuses.

    Personally, I just went about moving my investments to Robinhood and I’m considering doing this deal as well with whatever other investments I have. Maybe I should even dump Robinhood and switch over to WeBull for the larger bonus. I’ll first click through Swagbucks to open a WeBull account, then I’ll look out to make sure I’m targeted/eligible for the offer (I believe it’s showing for everyone, but worth verifying). Then I’ll transfer over my investments to WeBull via ACAT transfer and leave them there for 2 years. I would not necessarily recommend having more than $500,000 with WeBull or Robinhood since the SIPC insurance limit is that amount. Less than $500,000 seems safe to me.

    Hat tip to reader Terp

    Chuck

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  • Moomoo Signup Offer: Get $300 Bonus With $20,000 Investment Transfer – Doctor Of Credit

    Moomoo Signup Offer: Get $300 Bonus With $20,000 Investment Transfer – Doctor Of Credit

    Update 6/18/24: Deal is back and valid until Jul 31, 2024.

    The Offer

    Direct Link to offer | Terms

    • Signup for a new Moomoo account and get a 1.5% match on your investments transferred in by May 28th. Max $300 bonus ($20,000 invested).
    • This bonus offer also applies to someone who already opened a Moomoo brokerage account and have not yet transferred in any funds.

    The Fine Print

    • Offer valid through 5/28/24
    • Transfer Bonus: Maximum possible Cash Rewards for promo is $300 (1.5% on a max $20,000 transferred to Moomoo via ACAT)
    • Cash rewards are valid for 24 months from the date of issuance of the reward. Cash Rewards can be used when clients reach the unlock condition: keep the transfer-in assets in moomoo account for 90 days after clients get the Cash Rewards. During the unlocking period, clients can trade their transferred assets but if they transfer out or withdraw the funds, unlocking will fail. Please note, if you transferred-in more than $20,000 in to your account, only the initial $20,000 needed to be maintained in your account for 90 days for purpose of unlocking Cash Rewards. Due to the unlocking period, kindly check the “my rewards” list when clients receive the coupon rewards.
    • Cash Rewards you may be awarded depends on the value of the assets that you transfer firstly into MFI during the Promotion Period. The value of the assets is determined at the time of settlement and not at the time you initiate the transfer.
    • The cash reward will be credited to your Moomoo Financial Inc. brokerage account within 5 business days after the first transfer settles. Eligibility for rewards will be revoked in the event a transfer fails or does not settle within 7 days of end of the Promotion Period.

    Our Verdict

    $300 return for just $20,000 in transferred investments is a solid deal, when comparing against comparable deals from other brokerages. Also nice that the bonus posts in 5 business days.

    Note: It sounds like you might have to do the full $20,000 in a single ACAT transfer to get the full $300 award. Also be sure to claim the award. And, during signup, be sure to choose the $300 bonus option and not the $35 bonus option.

    I personally tend to go more for the deals with higher transfer requirements and higher rewards due to the hassle factor. Still, a lot of people will be interested in this very doable deal. A lot of people also like Moomoo for their semi-frequently targeted offers and for the referrer offers. We’ll add this to our List of Best Brokerage Bonuses.

    If you’re doing this offer, reach out first to friends and see if they have a referral link. You’ll get the same signup bonus and your friend will get a nice $110 bonus and more, see details here. I probably won’t make a referral thread since the same bonus is publicly available.

    Hat tip to reader Eric

    Chuck

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  • TradeStation $150-$3,500 Brokerage Bonus ($5,000-$1,000,000 In Qualifying Assets Required) – Doctor Of Credit

    TradeStation $150-$3,500 Brokerage Bonus ($5,000-$1,000,000 In Qualifying Assets Required) – Doctor Of Credit

    The Offer

    Direct link to offer

    • Brokerage TradeStation is offering a bonus of $150-$3,500 when you transfer qualifying assets into your account. Account must be funded with the qualifying assets within 45 days of enrolling in the promotion. Qualifying assets must be maintained for 270 days. The bonus you receive is split into the following tiers:
      • $150 bonus with $5,000 in qualifying assets
      • $300 bonus with $25,000 in qualifying assets
      • $500 bonus with $100,000 in qualifying assets
      • $1,000 bonus with $250,000 in qualifying assets
      • $2,000 bonus with $500,000 in qualifying assets
      • $3,500 bonus with $1,000,000 in qualifying assets

    Our Verdict

    Can’t have received a bonus from TradeStation before. This is better than the previous similar bonus, but not as easy as the $100/$150 bonuses.

    Hat tip to reader Retired

    William Charles

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  • Streetbeat: Up To $14,000 Brokerage Bonus – Doctor Of Credit

    Streetbeat: Up To $14,000 Brokerage Bonus – Doctor Of Credit

    The Offer

    Direct link to offer

    • Streetbeat is offering a brokerage bonus of up to $14,000. You must deposit and hold for at least 12 months (360 days). Bonus tiers are as follows:
      • Deposit $500 and get a $20 bonus
      • Deposit $1,000 and get a $50 bonus
      • Deposit $10,000 and get a $100 bonus
      • Deposit $50,000 and get a $250 bonus
      • Deposit $100,000 and get a $1,250 bonus
      • Deposit $500,000 and get a $4,000 bonus
      • Deposit $1,000,000 and get a $8,000 bonus
      • Deposit $5,000,000 and get a $14,000 bonus

    The Fine Print

    Referral Bonus

    If you use a referral link both the person being referred and the person referring get a random bonus of $20 – $5,000. Person signing up need to be an active subscription user for at least 100 days. You can find and share a referral here.

    Our Verdict

    There is a monthly fee of $19.99 or an annual fee of $159. Previous bonus only had a holding period of six months and now it’s 12 months. There was also some astroturfing in the previous bonus. Still a good bonus compared to other brokerage bonuses if you’re doing one of the bigger bonuses otherwise not worth it due to the fees.

    Hat tip to reader Looney Tunes

    William Charles

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  • U.S. Bank: $100 Brokerage Bonus – Doctor Of Credit

    U.S. Bank: $100 Brokerage Bonus – Doctor Of Credit

    Update 3/4/24: Extended until 4/15.

    The Offer

    Direct link to offer

    • U.S. Bank is offering $100 with a new Automated Investor account
      • Open an Automated Investor account by December 31, 2023
      • Fund the account with at least $1,000 within 30 days of opening
      • Maintain the balance for at least 120 days

    The Fine Print

    • This offer is valid for clients who are 18 years or older, who open a new U.S. Bancorp Investments Automated Investor account between September 12, 2023 and December 31, 2023 (the “Promotion Period”) and satisfy the eligibility conditions described below. Eligible investors can earn a maximum cash bonus of $100.
    • To qualify, the entire amount of cash or securities to fund the account must be “New to U.S. Bancorp Investments,.” i.e., the cash and securities funding the account must not have been previously held as existing balances in any U.S. Bancorp Investments accounts and any amounts transferred from such existing balances will not count towards qualification for the cash bonus. Offer is not valid if you have received other Automated Investor cash bonus offers within the past 24 months. The account is offered by U.S. Bancorp Investments Inc., an investment advisor and broker-dealer subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
    • The $100 bonus offer is valid when you open an Automated Investor Account during the Promotion Period and fund with a minimum of $1,000 (the “Threshold Amount”) of new cash and/or securities within 30 days of opening. Once the account is funded with the Threshold Amount, and in good standing, the Threshold Amount must be maintained in the Automated Investor Account for 120 days in order to qualify for the $100 bonus. Market fluctuation after deposit will not affect the calculation of the Threshold Amount for purposes of determining qualification.

    Our Verdict

    Previously this was part of a targeted bonus. Looks like you can also tweak your risk profile to have mostly bonds if you want as well (this is not investment advice, please consult a professional). Personally don’t think it’s worth doing for a small bonus, but everybody is different.

    William Charles

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  • Schwab Brokerage Bonus up to $2,500; New or Existing Customers – Doctor Of Credit

    Schwab Brokerage Bonus up to $2,500; New or Existing Customers – Doctor Of Credit

    Update 2/28/24: This deal from 2019 is back again now in 2024 (ht reader Vita-GJ)

    The Offer

    Direct Link to offer

    • Schwab brokerage has a bonus offer of up to $2,500 for new or existing customers who transfer over funds to the brokerage within 45 days of enrollment/opening.

    New customers can signup on the landing page. Existing customers should call 800-503-3307 or visit the nearest branch to enroll. Here are the bonus tiers:

    • $200 bonus for $50,000–$99,999 deposit
    • $300 bonus for $100,000–$249,999 deposit
    • $600 bonus for $250,000–$499,999 deposit
    • $1,200 bonus for $500,000–$999,999 deposit
    • $2,500 bonus for $1,000,000+ deposit

    The Fine Print

    • Reader icemule1 was told that this $2,500 bonus offer is intended to run through November 18, 2019, though it may end sooner.
    • If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. (“Schwab”), Charles Schwab Bank (“Schwab Bank”), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern within the timeframes described below. Two kinds of “Fees” are eligible for this guarantee: (1) Program Fees” for the Schwab Private Client (“SPC”), Schwab Managed Portfolios (“SMP”), Schwab Intelligent Portfolios Premium (“SIP Premium”), and Managed Account Connection (“Connection”) investment advisory services sponsored by Schwab (together, the “Participating Services”); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors (“Account Fees”) or the Charles Schwab Bank Pricing Guide. Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab‐affiliated advisors outside of the SPC, SMP, SIP Premium and Connection services. The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.
    • Offer valid for Charles Schwab & Co. (“Schwab”) clients who make a qualifying net deposit into an eligible retail brokerage account within 45 days of enrollment. Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab. Only outside assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services are excluded. Net deposits will be calculated as of the 45th day after enrollment and the Cash Bonus Award will be credited to the enrolled account within approximately one week.
    • For taxable accounts, excluding accounts pledged to Charles Schwab Bank, you must maintain the net deposit amount (less any market losses) at Schwab for at least one year or Schwab may charge back the Cash Bonus Award.
    • Schwab reserves the right to change the offer terms or terminate the offer at any time without notice and may decline requests to enroll in the offer at its discretion.
    • The offer does not apply to accounts managed by independent investment advisors, the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts.
    • The cash bonus, when combined with the value received from all other offers in the last 12 months, may not exceed $5,000 per household, as defined in the Charles Schwab Pricing Guide for Individual Investors.
    • The offer is not transferable, saleable, or valid in conjunction with other offers and is available to U.S. residents only.
    • Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply.
    • Consult with your tax advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt before enrolling. Any related taxes are your responsibility. For taxable accounts, the Cash Bonus Award will be reported on your Form 1099-INT. IRS guidance may impact your ability to make more than one IRA to IRA rollover in a one-year period.

    Our Verdict

    This offer works even for for those with an existing Schwab account, just be sure to call in and have the promo added to your account. If you are new to Schwab, you can just sign up at the direct link and it’ll be added automatically. Remember that you need to leave the funds there for a full year, else the bonus could be clawed back.

    There’s a separate referral bonus for new Schwab members of up to $500. (I’m sure that offer won’t stack with this one.) That offer is better for the lower tiers while this offer is better for someone who wants to transfer $250k+. More notably, this offer works even for existing Schwab brokerage customers. We’ll add this to our list of Best Brokerage Bonuses. 

    As an added bonus, reader icemule1 tells us that Schwab reimburses the fees charged by other brokerages to transfer the investments over, although they don’t advertise this benefit. I assume you need to call in to get that reimbursement; probably worth calling in beforehand to verify with a broker.

    Hat tip to reader icemule1

    Related:

    Deal History:

    • Update 10/9/19: Reader icemule1 was told that this $2,500 bonus offer was intended to run through November 18, 2019, but due to high demand it will likely be terminated next week.

    Chuck

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  • [Targeted] Webull: Deposit $100, Get $200 In Apple Shares – Doctor Of Credit

    [Targeted] Webull: Deposit $100, Get $200 In Apple Shares – Doctor Of Credit

    The Offer

    No direct link to offer, shows in app was originally sent out via e-mail. Subject line is ‘$200 AAPL awaits you’

    • Webull is offering $200 in AAPL when you deposit $100
      • Maintain funds until March 5, 2024 and get $100 in AAPL
      • Maintain funds until May 5, 2024 and get $100 in AAPL

    Our Verdict

    Very easy bonus, definitely worth doing if you are targeted.

    Hat tip to reader Flat Earth Credit Union

    William Charles

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  • Robinhood Gold 3% IRA Transfer Bonus (Unlimited Cash Bonus) – Doctor Of Credit

    Robinhood Gold 3% IRA Transfer Bonus (Unlimited Cash Bonus) – Doctor Of Credit

    The Offer

    Direct link to offer

    • Robinhood is offering a 3% IRA transfer bonus. Valid until April 30, 2024.

    The Fine Print

    • 3% match requires Robinhood Gold (subscription fee applies).
    • Keep Gold for 1 year and the IRA for 5 years

    Our Verdict

    This is different to the 3% contribution match available for Robinhood gold members. This offer also requires Robinhood gold. IRA must be kept for five years. We’ll add these to our List of Best Brokerage Bonuses.

    William Charles

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  • Fidelity $100 Bonus with Cash Management or Investing Account (No Requirements Other Than $50 Deposit) – Doctor Of Credit

    Fidelity $100 Bonus with Cash Management or Investing Account (No Requirements Other Than $50 Deposit) – Doctor Of Credit

    Update 1/17/24: Back again but only $100.

    Update 12/5/22: Back again, but down to $100.

    Update 11/21/22: Bonus has been increased to $150 with code FIDELITY150, valid through 12/2/22 (ht xt2201)

    Offer at a glance

    • Maximum bonus amount: $100 $150
    • Availability: Nationwide
    • Direct deposit required: No
    • Additional requirements: $50 deposit within 15 days
    • Hard/soft pull: Soft pull (make sure not to opt in for margins on the brokerage account)
    • ChexSystems: Unknown
    • Credit card funding: None
    • Monthly fees: None
    • Early account termination fee: None mentioned
    • Household limit: None listed
    • Expiration date: December 2, 2022  05/11/2023

    The Offer

    Direct link to offer

    • Open a Fidelity Cash Management account, investment account, Roth IRA, or Traditional IRA account and get $100 bonus when you deposit $50 within 15 days. Use promo code GB100.

    The Fine Print

    Terms

    • Starting on November 17, 2022, when you open an eligible account and make a deposit of $50 or more, you’ll receive a $150 cash reward deposited into the eligible account that qualified you for the offer. Fidelity reserves the right to modify the terms and conditions or terminate the offer at any time. Other terms and conditions or eligibility criteria apply. See terms and conditions for more information.

    In order to receive the $150 bonus award, users must complete the following:

    • Fund the account with a minimum of $50 (“net deposit’) from an external, non-Fidelity source.
    • The net deposit at the end of the 15 calendar days after account opening (“the qualification period”) must be at least $50.
    • For purposes of this offer, “net deposits” shall mean total external deposits or transfers (including cash, eligible securities and/or margin debit balance transfers) minus assets withdrawn or transferred out of the accounts within the qualification period.
    • As a confirmation of your registration, an email will be sent to the email address you provided during the account opening process after the eligible account has been established in good order.
    • Eligible accounts include The Fidelity Account, Fidelity Cash Management Account, Fidelity Roth IRA, or a Fidelity traditional IRA. No other accounts are eligible for this offer.
    • For individuals who open a Roth or traditional IRA account, in order to be eligible to contribute to the IRA (traditional or Roth) you will need to have earned income at least equal to any IRA contribution made for 2021. Individuals who max out their contribution for the calendar year are also not eligible for the bonus award. If an individual has no earned income, they will not be eligible to make contributions to the Roth or traditional IRA and as a result not eligible for the bonus award.
    • Account holders must maintain the bonus award (minus any losses related to trading or market volatility, or margin debit balances) in the account for at least 90 days from the date on which the bonus award is credited to the account. Fidelity may charge accounts that fail to comply with this requirement the cost of the bonus award.
    • Update 5/11/23: new terms added: “Individuals who took advantage of the previous $50 for $100 offer or the previous $50 for $150 offer aren’t eligible.”

    The bonus award will be deposited directly to the eligible account within 10 calendar days after the qualification period. Amounts deposited by you to qualify for the offer and by Fidelity in the form of the bonus award will be initially held in the eligible account’s core position. You will be provided information regarding the available core positions for the account type you select during the account opening process. Depending on the account type you select, you may have the option of selecting a money market fund sponsored by a Fidelity affiliate as your core position. No further investment or trading is required to qualify for the offer.

    • This offer is nontransferable and limited to $150 per individual. Individuals who took advantage of Fidelity’s previous $50 for $100 offer within the last 12 months will not be eligible for this offer.
    • The promotion is not available for the following account types/products: Rollover IRAs; mutual fund only accounts; business accounts (including those opened by union officials); trust accounts; fiduciary accounts (including custodial accounts, estate accounts); college investment trust accounts; 529 college savings plan accounts; annuities; Fidelity-managed accounts offered by Fidelity Personal and Workplace Advisors LLC; Fidelity Clearing and Custody Solutions (FCCS) clients; clients of registered investment advisors working with Fidelity Investments, and Stock Plan Services accounts. This offer is not valid for non-US residents; persons employed by FINRA or a securities organization in a regulatory capacity; employees of Fidelity, its affiliates, and members of their immediate families and households; or the media who cover financial services.
    • Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting the bonus award, Fidelity assumes that you are in compliance with your jurisdiction’s laws and institution’s internal policies.
    • Cumulative bonus awards credited to taxable accounts associated with your Social Security number or tax identification number, as applicable, including those held at an affiliate of Fidelity, totaling $600 or more within a calendar year will appear on your consolidated Form 1099. You are encouraged to consult with your tax professional about appropriate tax reporting and treatment relating to this bonus award and the deposit of the bonus award in your account. Any taxes resulting from the bonus award are your responsibility.

    Avoiding Fees

    These accounts have no monthly fees or early termination fees to worry about.

    Our Verdict

    Fidelity doesn’t typically offer any bonus for opening a cash management account or for opening a brokerage account. We did see a $200 bonus back in 2018, but I wouldn’t hold out for something like that. More recently we saw $100 offer and $50 offer, but both were more complicated. This is a simple $100 $150 bonus with no requirements other than a $50 deposit. Also has a quick bonus payout within 25 days and no fees to worry about. Just be sure to leave the $100 there for 90 days, per terms.

    It seems from the fine print that the bonus won’t be reported on a tax form since it’s less than $600, though legally you probably have to self-report this kind of income. (See additional tax discussion related to this from a previous Fidelity deal in the comments at this link.)

    If you already have an account with Fidelity, you can open another eligible account and get the bonus, e.g. if you have the Cash Management account, you will be eligible for the $100 $150 bonus if you open an investment account (either open The Fidelity Account – which I believe means a standard investment account – or open a Roth IRA or a traditional IRA) and deposit $50. Readers note that it’s even possible to have two Cash Management accounts, and readers reports being eligible for a similar bonus in the past by opening a second one.

    We’ve added this to our list of Best Bank Bonuses and our list of Best Brokerage Bonuses.

    Hat tip to reader icarus and to uscreditcardguide

    Useful posts regarding bank bonuses:

    Post history:

    • Update 7/25/22: Offer is back at this link. Same promo code FIDELITY100. (ht Chase-ing UR Points and alopez14)
    • Update 5/30/22: New offer link. Same promo code FIDELITY100; Update 2/1/22: Deal is back at this link. Same promo code FIDELITY100. Hat tip to Chase-ing UR Points

    Chuck

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  • List of IRA Match Bonus Offers – Doctor Of Credit

    List of IRA Match Bonus Offers – Doctor Of Credit

    We’ve been seeing more and more investment and retirement account match offers, and specifically IRA matches. These are for matches up to the legal limit which is $6,500 for 2023 and $7,000 for 2024. Those ages 50 or older can contribute $1,000 more each year.

    Here are a few we’ve seen:

    1. SoFi 2% match. (DoC link | Direct Link) Valid through April 15, 2024. You’ll need to keep the IRA contribution with SoFi for at least 2 years in order to keep the bonus.
    2. Robinhood 1-3% match. (DoC link | Direct Link) This is a public offer. It’s 1% for anyone and 3% for those with Robinhood Gold (costs $5/month). There is a 5-year hold period.
    3. WeBull 3.5% match. (Terms link) Check the Promotion Center in the WeBull app for this promo. It’s also showing on referral links; let us know if you find a public link. (No referral links in the comments below.) This is paid out in 20% increments over 5 years, and must be held for the full 5 years to any of it.
    4. Please let us know of any others.

    If I’m not mistaken, the SoFi and Robinhood matches are paid into the IRA, while the WeBull offer is paid into the linked brokerage account.

    Chuck

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  • [Targeted] Webull: Deposit $500 & Get 15 Fractional Shares Or 4 Vouchers – Doctor Of Credit

    [Targeted] Webull: Deposit $500 & Get 15 Fractional Shares Or 4 Vouchers – Doctor Of Credit

    The Offer

    No direct link to offer, shows in messages

    • Webull has the following offers:
      • Deposit 500 and get 15 free fractional shares
      • Deposit 500 and get 4 vouchers between $5 and $100.

    Our Verdict

    Nice deal if targeted, hopefully the offers stack if you have more than one.

    Hat tip to HarryTheFirstHarry

    William Charles

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  • (Update: $100 Bonus) Tiicker – Link Brokerage Account & Earn Up To $71 (New RGF Deal) – Doctor Of Credit

    (Update: $100 Bonus) Tiicker – Link Brokerage Account & Earn Up To $71 (New RGF Deal) – Doctor Of Credit

    Update 12/11/23: There is a new RGF deal. Different tiers. None seem that exciting but the hold period is only one week so it might be worth the risk.

    Update 2/11/23: RGF deal now dead.

    Update 2/9/23: New promotion being sent out via email – get $100 Amazon gift card for having 50 shares of RGF (that costs around $5 each share at the time of this writing), no hold requirement. (Thanks to Grant, Jay and others for sharing this deal)

    The Offer

    Direct link to offer

    • Tiicker lets you link your brokerage account and then incentives consumers to buy/hold shares. Currently it’s possible to earn up to $71
      • Sign up and link any account with $100 (account holding mutual funds and treasuries won’t work) in it for a free $11 Amazon or Visa gift card (shows on homepage)
      • Link an account with $50 or more of Amazon stock, get a $10 Amazon gift card (should show after logging into account)
      • Buy 10 shares of RGF (current $6.50/share) and get a $50 Instacart gift card (shows in header)

    Our Verdict

    When connecting your brokerage this is done via Plaid, so should be safe. They also have a referral program where you can earn prizes. Feel free to use Steve’s who shared these deals with us, or share your own in the comments below.

    I really like the concept of Tiicker and you could do most of these deals with a fee free brokerage and just sell the shares after receiving your rewards. I imagine in the future they might add holding periods to prevent this sort of thing (looks like they already have the ability to do this).

    William Charles

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  • [Closing Down – Expired] Q.ai: $100 Brokerage Bonus When You Deposit $100+ (Possible Extra $50 Stack) – Doctor Of Credit

    [Closing Down – Expired] Q.ai: $100 Brokerage Bonus When You Deposit $100+ (Possible Extra $50 Stack) – Doctor Of Credit

    Update 11/6/23: Q.ai will cease its services on December 8, 2023

    Deal looks to be expired now.

    The Offer

    Direct link to offer

    • Q.ai is offering a $100 bonus when you deposit $100+

    Our Verdict

    Q.ai is a robo advisor that is now owned by Forbes. It might be possible to go through a portal for another $50, keep in mind the portal link doesn’t show the $100 bonus although a reader was able to stack them. I always go for low fee options so wouldn’t use something like this long term, but should be worth doing for the bonus.

    Hat tip to reader snailrock

    William Charles

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  • Robinhood 1% Brokerage Transfer Bonus (Unlimited Cash Bonus) – Doctor Of Credit

    Robinhood 1% Brokerage Transfer Bonus (Unlimited Cash Bonus) – Doctor Of Credit

    The Offer

    Direct Link to offer

    • Robinhood is offering a 1% bonus with no cap when you transfer your brokerage account to Robinhood, from October 23 through December 8, 2023.

    The Fine Print

    Terms Link (pdf)

    • The Bonus Offer is only available to customers who have: (1) successfully opened a Robinhood taxable brokerage account (“Brokerage Account”) and (2) within the Offer Period, successfully completed an Automated Customer Account Transfer Service (“ACATS”) transfer of new funds or investments to their Brokerage Account from an external brokerage account.
    • For eligible Robinhood customers who complete an ACATS transfer within the Offer Period, Robinhood will deposit 1% of the net transferred asset value to the customer’s Brokerage Account, subject to a two-year earn-out as discussed below.
    • “Net transferred asset value” is the total value of all initiated ACATS from October 23, 2023 at 12:00:00 AM ET to December 8, 2023 at 11:59:59 PM ET minus the value of any outflows from October 23, 2023 at 12:00:00 AM ET until the first ACATS In.
    • The Bonus will be provided within approximately two weeks from when the customer’s eligible ACATS transfers are completed.
    • The Offer Period begins October 23, 2023 and ends December 8, 2023; however, Robinhood may change these dates at any time without notice.
    • Transferred assets are eligible if they are initiated during the Offer Period.
    • If, during the 2 year period after receiving a Robinhood ACATS Bonus, a customer initiates withdrawal(s) from their Brokerage Account causing the account value to fall below the net transferred asset value, Robinhood will chargeback a proportional amount of the Bonus amount, separate from and in addition to any ACATS out fee, and if the customer has cash available in their Brokerage Account, this chargeback will be deducted from their available cash balance. If the customer has insufficient cash available in their Brokerage Account to cover the chargeback, this fee may be debited from their outgoing financial institution, or added to a margin balance, if applicable. Withdrawals include, but are not limited to, a debit card transaction from a customer’s Brokerage Account, originated and non-originated ACH, and ACATS. However, a withdrawal shall not include the purchase of an investment in your Brokerage Account, such as a stock.
    • In the event that Robinhood determines in its sole discretion that there may have been fraudulent activity or a violation of these Terms in connection with the Bonus, Robinhood reserves the right to either decline to grant the Bonus, or to rescind or liquidate the Bonus, or any security or any related dollar proceeds derived from the Bonus. The Bonus will be credited to the customer’s Brokerage Account within approximately two weeks after the customer has fulfilled the conditions of the Offer, though this timeline may be delayed in Robinhood’s sole discretion if, for example, Robinhood determines that there are indications of fraud or a violation of these Terms.
    • The amount of the Bonus is calculated based on 1% of the net transferred asset value (as defined above), using the national market system closing price of each position transferred into the account on the trading day before when the transfer settles. Settlement is deemed to occur when the securities are posted to the account and available to trade. Please note that the Bonus is only available for securities that successfully transfer and settle, and will not be granted for securities that are rejected. If 1% of a customer’s transfer results in a Bonus amount that includes a fraction of a dollar smaller than $0.01, the Bonus is calculated to 4 decimal points. We’ll add the Bonus amount to their account after it reaches the next whole cent increment. For example, if they make 4 individual ACATS transfers of $0.25, we’ll add a match into their account when it accrues up to $0.01.
    • The Robinhood ACATS Bonus Offer is not a recommendation of any investment or investment strategy, and is not a recommendation that a customer transfer assets into a Robinhood Brokerage Account. Robinhood reserves the right to change the offer terms or terminate the offer at any time without notice.
    • The offer is not transferable, saleable, or valid in conjunction with certain other offers and is available to U.S. residents only. The offer is only available for personal use, and may not be used for commercial purposes.
    • Consult with your tax advisor about the appropriate tax treatment for this offer and any tax implications associated with receipt of a cash reward before enrolling. For taxable accounts, the value of all Robinhood offers received or charged back may be reported as Interest on a Form 1099-INT where required by applicable rules and regulations. Robinhood does not take responsibility for any tax related to this cash reward.
    • Securities trading offered through Robinhood Financial LLC, Member SIPC, a registered brokerdealer, and a subsidiary of Robinhood Markets, Inc. 20231017-3174206-10062683

    Our Verdict

    I believe this offer is even for existing Robinhood users, but that’s not entirely clear to me. I don’t see any registration option for the offer, and I suppose anyone who does an ACAT transfer to Robinhood – without being aware of this offer – will get a 1% bonus. Perhaps it’s limited to those who sign up for a new Robinhood account between October 23 – December 8, 2023, but I believe this one is even for long time customers. Let us know if you clarify.

    Regardless, you should be able to signup for Robinhood using the $50/5,000 Rakuten offer, and then take part in this transfer bonus offer as well.

    The 1% bonus rate is excellent when compared against other brokerage bonuses. Pretty amazing that this bonus is uncapped, we haven’t seen that before. If any DoC readers have a $100M portfolio, you can get a $1M bonus. But why stop there… 🙂 We’ll add this to our List of Best Brokerage Bonuses.

    The two-year hold time does weaken the deal, though, especially for someone who likes chasing brokerage bonuses. This offer also won’t stack with the Robinhood IRA bonus 1-3% match since this offer is only for taxable accounts, per the terms.

    Hat tip to reader anita

    Chuck

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  • Citi: Self Invest Up To $500 Brokerage Bonus – Doctor Of Credit

    Citi: Self Invest Up To $500 Brokerage Bonus – Doctor Of Credit

    Update 10/25/23: Extended through  3/31/24

    The Offer

    Direct link to offer

    • Citi is offering a bonus of up to $500 when you fund a new or existing Citi Self Invest Account by 4/30/22. Bonus you receive depends on how much you deposit:
      • Deposit $10,000 – $49,999: Get $100 bonus
      • Deposit $50,000 – $199,999: Get $200 bonus
      • Deposit $200,000+: Get $500 bonus

    The Fine Print

    • Fund a new or existing Citi Self Invest Account between 1‌1/1/21 – 4‌/30/22.
    • Fund the Citi Self Invest Account with a minimum of $10,000 in New-To-Citi funds within the
    • Account Funding Period shown below (see below for definition of “New-To-Citi funds”).
    • Maintain the New-To Citi funds in your Citi Self Invest account through the Maintain Funds deadline shown below based on month of account opening.
    • During the account opening process, allow for eDelivery of statements and confirmations.

    Our Verdict

    Citi launched Self Invest earlier this year, I think this is the first bonus we’ve seen on this new account. The up to $3,500 Citi Wealth Management bonus is supposed to work on self directed accounts as well, but this new account is slightly different from my understanding. Probably not worth the hassle for only $500, but might be worth it for some people.

    Post History:

    • Update 7/3/23: Extended through 9.30.23
    • Update 5/17/23: extended 6/30
    • Update 7/16/22: Deal is back and valid until 10/31/22.
    • Update 11/25/21: Looks like this is actually a public bonus. If you click the direct link it says ‘Learn how you can earn a cash bonus when you open a Citi Self Invest account’, click that and then it shows details of this promotion. Hat tip to Terp.

    William Charles

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