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Brokerage and investing transfer bonuses

Brokerage transfer bonuses pay cash for moving investments or cash into a new account, usually with a holding period of six to twelve months. Because they scale with the amount transferred, they are the highest absolute dollar bonuses available to most people.

An in-kind ACATS transfer usually keeps you invested the whole time, so the real cost is the holding period, not lost market exposure. Check whether the receiving broker reimburses the outgoing account's transfer fee.

11 offers. Data last reviewed 2026-07-07.

Brokerage• Bonus live

Charles Schwab

Brokerage Account
$100 - $1,000
4.0% APY

Open through a Schwab client referral link and net deposit new money: $25,000 for $100, $50,000 for $300, $100,000 for $500, or $500,000 for $1,000. The deposit must be new money to Schwab and must stay for the qualifying period.

Ease 8/10 · roughly 45 days after the deposit clearsNo expiration
Hold balance
Details
Bonus linkGet $100 - $1,000 at Charles Schwab
Brokerage

SoFi

Active Invest Brokerage
Up to $1,000 in stock
Match

Open a SoFi Active Invest account through an invite link and fund it. SoFi drops a slice of stock whose value is drawn from a published range, with a minimum award for a small deposit and larger awards for larger deposits.

Ease 9/10 · shares appear within a few days of fundingNo expiration
Bonus / match
Details
Public offerGet Up to $1,000 in stock at SoFi

At a glance

OfferBonusRequirementEffective APY
J.P. Morgan Self-Directed InvestingUp to $1,000Fund new money, tiered. Top tier needs ~$250K held 90 days.1.6%
Moomoo Brokerage + Cash SweepUp to $1,000 in NVDATiered NVDA shares by deposit + 8.1% APY sweep on cash.n/a
Charles Schwab Brokerage Account$100 - $1,000Open through a Schwab client referral link and net deposit new money: $25,000 for $100, $50,000 for $300, $100,000 for $500, or $500,000 for $1,000. The deposit must be new money to Schwab and must stay for the qualifying period.4.0%
Public Investing$20 + 1% match$20 per referral · 1% uncapped transfer match.n/a
Robinhood Brokerage / IRAFree stock + 3% matchFree gift stock + 3% IRA transfer match with Gold.n/a
Webull Brokerage / IRAUp to $160 + 12 sharesFirst deposit $1,000+ (paid in installments), or 3% IRA match.n/a
Lofty Tokenized Real Estate$100 referral rewardOpen a Lofty account through an invite link and complete a first qualifying property purchase.n/a
Tradier Brokerage$99Open and fund a brokerage account.n/a
SoFi Active Invest BrokerageUp to $1,000 in stockOpen a SoFi Active Invest account through an invite link and fund it. SoFi drops a slice of stock whose value is drawn from a published range, with a minimum award for a small deposit and larger awards for larger deposits.n/a
Fundrise Real Estate Investing$25 bonus investmentOpen a Fundrise account through an invite link and make a first investment of at least $10.n/a
Acorns Investing$5 to startSign up and fund your first round-up.n/a
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