I've gotten brokerage transfer bonuses a few times before, whether from Schwab or Robinhood, but they expired long ago. I talked about it here — Schwab said they'd match Robinhood's 1% - #354, from gjimzhou. Today I had AI look into it and put together the recent promos. Broker Best transfer amount Approx. reward on $1M Effective rate Main restrictions Earliest time to move out without loss Deadline / Status Company size / Background Robinhood Depends on targeted rate $10k / $20k / $30k 1% / 2% / 3% Personalized; net new assets; 5-year earn-out 5 years 10/16 HOOD, about $100B+ Public $1M $10,000 1.00% Bonus paid out over 60 months 5 years Active Private company; Apex clearing Merrill Secret Advisor Offer $1M $2,500 0.25% Advisor/targeted; 9-month qualifying period About 9 months Must ask proactively Bank of America, about $400B tier Merrill public / targeted ~$250k ~$1,000 ~0.40% @ $250k Some versions about 90 days; existing customers can call to ask About 90 days depending on specific offer Targeted / offer dependent Bank of America J.P. Morgan SDI $250k ~$1,000 + portal bonus ~0.4%+ @ $250k New assets; about 90 days About 90 days 10/21 JPMorgan Chase, major bank Moomoo $20k $600 3.00% on first $20k Bonus paid in 4 installments on Day 90/180/270/360 About 360 days 12/31 FUTU, about $15B tier tastytrade $100k $3,000 3.00% @ $100k Paid over 36 months; subsequent rewards may stop if balance drops About 36 months BRINGIT2026 IG Group, about $5–6B tier TradeStation $1M $3,500 0.35% Maintain qualifying assets about 270 days About 270 days / 9 months Active Monex Group ETRADE public $1M $3,000 0.30% OFFER26; usually need to maintain qualifying balance About 12 months 10/31 Morgan Stanley, about $300B tier ETRADE targeted existing $1M About $4,500+ ~0.45%+ Original recipient; targeted About 12 months Targeted Morgan Stanley TradeUP NVDA $1M 50 NVDA Depends on NVDA stock price 10 trades; NVDA paid in installments; conditions must be maintained About 24 months, after receiving all 50 shares NVDA 10/30 UP Fintech / TIGR, Personally I lean toward BOA/Merrill or etrade. Even though I basically don't buy or sell, I still want my money at a bigger, more reliable company. The Merrill offer is available, and although it's not much, the time commitment is short too. Right now the money is at Robinhood, so I'll move it out first, and if Robinhood has a big offer later I'll transfer it back. Doctor Of Credit – 29 Jun 23 Secret Merrill Brokerage Bonus Of Up To $7,500 Merrill brokerage has a secret brokerage bonus with higher tiers than are publicly available. You can get this bonus by requesting it from a Merrill advisor. A lot of us like to keep $100k+ in a… Any other suggestions? This year's tastytrade big promo is a rare find, so maybe just take a small one first.
