Our posts on the best bank account bonuses and best credit card bonuses are some of the most popular on the site, recently I’ve been trying to post more brokerage bonuses as I know some people use these to make some extra money and it helps them grow their investments. This post will be for the best brokerage bonuses, I’m relatively new to these so I’d welcome your input on bonuses we might have missed and any relevant important information you think should be included. Unlike other sites we don’t use affiliate links for brokerage bonuses so you can ensure you’re getting the best possible deal, rather than the one that pays us the most.
Contents
- 1 SoFi Invest 1% Unlimited Bonus
- 2 Wells Fargo $2,500 Premier Bonus
- 3 Robinhood – 2% Brokerage Bonus, No Limit
- 4 Robinhood – 2% IRA Transfer Bonus
- 5 Robinhood 1-3% IRA Contribution Match
- 6 Firstrade – 2%/3% IRA Bonus
- 7 TradeUp – $2,000 Bonus + Free Stocks
- 8 TastyTrade – Up To $5,000
- 9 Public Brokerage – Up To $10,000
- 10 Citi Wealth Management – Up To $5,000
- 11 WeBull Brokerage – Up To $12,000
- 12 M1 Finance – .5% Bonus
- 13 Merrill – $1,000
- 14 TD Bank – $750
- 15 Schwab – $101
- 16 Schwab – Up to $1,000
- 17 E*Trade – Up To $4,000
- 18 E*Trade – Up To $40,000 IRA Bonus
- 19 Interactive Brokers – Up To $1,000
- 20 Moomoo – $600 & More
- 21 Chase Self Directed – $700
- 22 Smaller Bonuses – No Requirement
- 23 Bonuses Not Listed
- 24 Post History
SoFi Invest 1% Unlimited Bonus
Transfer $20,000 or more in brokerage or IRA and get a 1% bonus. No maximum. Only requires a hold period of around 9 months.
Wells Fargo $2,500 Premier Bonus
Requires $250,000 in cash or investments. Must open checking Premier checking account; $250,000 requirement can be done with the brokerage. Must be opened in a Wells Fargo branch. Account also has a $35 month fee, waived if you have $250,00 balance.
Robinhood – 2% Brokerage Bonus, No Limit
The bonus itself is excellent, but note the long 5 year hold period requirement. It also requires Robinhood Gold subscription for 1 year ($50).
Robinhood – 2% IRA Transfer Bonus
This one also requires Robinhood Gold for 1 year ($50) and also has a long 5 year hold period requirement.
Robinhood 1-3% IRA Contribution Match
This bonus is limited due to the annual contribution limits to IRAs. Robinhood Gold members get a 3% match and everyone else gets 1%.
- Read our full post
- Deposits must be maintained for five years
Firstrade – 2%/3% IRA Bonus
2% on IRA transfers and 3% on new contributions. Requires 5 year hold.
TradeUp – $2,000 Bonus + Free Stocks
Get $1,000 with $50,000 transfer or $2,000 with $100,000 transfer.
- Read our full post
- Deposits must be maintained for at least 1 year (possibly closer to 2 years) to get the full bonus
TastyTrade – Up To $5,000
Excellent deal to get $3,000 with $250,000 transfer. The other tiers are great too, such as $2,000 with $100,000 transfer.
Public Brokerage – Up To $10,000
Some pretty good tiers here, ranging from $150 with $5,000 transfer to $10,000 with $5M transfer.
- Read our full post
- Deposits must be maintained for 1 full year
Citi Wealth Management – Up To $5,000
Huge bonus and it works for self directed accounts, main issue is that account set up is all manual and extremely slow.
- Read our full post
- Deposits must be maintained for three months after account opening (but you can fund within two months of account opening meaning funds can be in there for roughly ~1 month)
WeBull Brokerage – Up To $12,000
Up to $12,000 bonus for transferring over taxable brokerage holdings. Excellent brokerage bonus for transfers of up to $5M.
- Read our full post
- Deposits must be maintained for two years
M1 Finance – .5% Bonus
During January 2025, M1 Finance is offering a bonus of .5% on your investment transfers of $10,000 or more. Maximum $25,000 bonus (on a $5M transfer).
Merrill – $1,000
Merrill has a bonus of $1,000 with $250,000 asset transfer. There’s also a way to get $1,500 with $500,000, details in this post. There are other tiers as well.
TD Bank – $750
There are various tiers on this offer; the highest is $750 with $75,000 investment. Holding period of just 60-90 days.
Schwab – $101
The Schwab Starter Kit offer gives $101 in the S&P to new customers who deposit $50 within 30 days.
Schwab – Up to $1,000
This offer is for new Schwab members who get referred from a friend; ask a friend who is an existing Schwab member. Largest bonus of $1,000 requires an investment of $500,000+.
- Read our full post
- Deposit must be maintained for one year
E*Trade – Up To $4,000
The $4,000 tier requires $1.5M deposit. There are lots of other tiers as well. Notably, there is a $100 tier with $50 deposit which is an easy bonus for a lot of people.
E*Trade – Up To $40,000 IRA Bonus
Many useful tiers. For example, $200,000 IRA transfer gets $1,000. There are lots of other tiers as well.
Interactive Brokers – Up To $1,000
Direct link to offer
Promotion is a bit confusing as it’s not that clear when/how long the funds need to be in your account for. You also get the bonus in the form of interactive brokers shares and these can’t be sold for one year.
Moomoo – $600 & More
Moomoo is offering a 3% match on investments, up to $600. Max this out with a $20,000 investment transfer. Also stacks with 8.10% APY promo for 90 days. You can also ACH transfer an additional $2,000 $5,000 for another bonus of 30 60 free stocks.
Chase Self Directed – $700
Highest tier requires $250,000+ investment. Must be maintained for 90 days.
Smaller Bonuses – No Requirement
There are a number of smaller brokerages that offer sign up bonuses with no deposit requirement. The bonuses are much smaller, but might still be worth picking up for some people.
Acorns – $23
$13.50 is from Swagbucks, other $10 is from Acorns.
- Read our full review
- No deposit requirement
Robinhood – Free Stock & $50 Rakuten
You only get a free stock worth $3-$150, but better than nothing and Robinhood offers commission free trading. You can now sign up via Rakuten and get $50 or 5,000 points as well.
- Read our full post
- No deposit requirement
Webull – Four Free Stocks
Basically the same as Robinhood, you get four stocks stock valued between $3 and $1,000.
- Read our full post
- No deposit required
Bonuses Not Listed
Below are some brokerage bonuses we don’t want listed under the ‘best brokerage bonuses’, we are including them here so that readers know they have been intentionally left out and why.
- Betterment 30,000 American Airlines bonus. Bonus is relatively small and you need betterment to manage your funds, not worth doing with the fees involved.
- Personal Capital. Current referral bonus is $20-$50 Amazon gift card, but we’ve seen bonuses as high as $100 in the past.
Post History
- [4/4/25] Added Merrill $1,000 bonus
- [4/4/25] Removed BofA/Merrill $3,000 bonus
- [3/18/25] Added Firstrade 2-3% IRA transfer/contribution bonus (5 year hold)
- [3/18/25] Added Robinhood 2% brokerage transfer bonus (5 year hold)
- [3/18/25] Added Robinhood 2% IRA transfer bonus (5 year hold)
- [3/18/25] Added IRA bonus of up to $40,000
- [3/18/25] Added SoFi 1% unlimited bonus
- [3/18/25] Added TradeUp $2,000 bonus, free stocks and more
- [2/20/25]: Added Moomoo $600 investment transfer bonus + 8.1% + 30 stocks
- [2/20/25]: Removed Moomoo $300 investment transfer bonus
- [1/8/25] Added TD Bank $750
- [1/5/25] Added M1 .5% bonus
- [1/5/25] Removed M1 $10,000 bonus
- [12/17/24] Added Public $10,000 bonus
- [12/12/24] Removed Schwab $6,000 bonus
- [10/2/24] Added Trade Up $2,000 bonus
- [9/11/24] Removed Streetbeat $14,000
- [7/9/23] Added WeBull 2% brokerage bonus
- [7/9/24] Added Robinhood 3% IRA match
- [7/9/24] Removed Robinhood 3% IRA bonus
- [6/26/24] Removed Fidelity – $100 Bonus
- [5/6/24] Added E*Trade $4,000 bonus
- [5/6/24] Added TastyTrade $3,000 bonus
- [5/6/24] Added Robinhood 1% brokerage bonus
- [4/18/24]: Added Moomoo $300 investment transfer bonus
- [4/18/24] Added $10,000Â Sofi Invest bonus
- [4/18/24] Removed $5,000Â Sofi Invest bonus
- [4/18/24] Removed $75Â Sofi Invest bonus
- [4/17/24] Removed Fidelity $100 brokerage bonus
- [4/17/24] Removed WeBull $5,000 brokerage bonus
- [4/17/24] Removed WeBull $18,000 IRA bonus
- [2/28/24] Added Schwab $2,500 brokerage bonus
- [12/17/23] Removed Fidelity Bloom – $86 Bonus
- [11/22/23] Added Webull Up To $18,000 IRA Bonus
- [10/27/23] Added Robinhood 1% bonus with no limit
- [10/23/23] Added WeBull $5,000 bonus
- [10/15/23] Added BofA/Merrill $3,000 bonus
- [10/11/23] Removed eTtrade
- [10/11/23] Removed TD Ameritrade – Up To $1,000
- [10/11/23] Removed Axos – $250
- [6/2/23] Removed Merrill Edge Brokerage: Up To $1,000 Cash Bonus Signup Bonus for Moving Over your Investments
- [5/6/23] Added M1 Finance – Up To $15,000
- [4/20/23] Added $50 Rakuten bonus for Robinhood signup
- [2/20/23]Â Added Wells Fargo Premier $2,5000 bonus
- [2/15/23] Added Axos $250 bonus
- [1/13/23] Updated Chase Self-Directed from $625 to $700
- [12/4/22] Updated Stash from $50 to $110
- [11/20/22] Updated Fidelity bonus from $100 to $150
- [10/29/22] Removed M1 Finance – Up To $5,000
- [8/3/22] Added Robinhood $600 bonus
- [7/28/22] Added Chase YouInvest – Up To $625 Bonus
- [7/25/22] Added Fidelity Bloom – $86 Bonus
- [3/4/22] Updated Schwab Starter Kit Offer from $50 to $101
- [2/14/22] Added Streetbeat – $1,020
- [2/13/22] Added Titan – $100 – No Requirements
- [1/30/22] Added Merrill Edge – Up To $1,000
- [1/24/22] Added TD Ameritrade $1,000 Bonus
- [1/24/22] Removed Axos Bank $150 Bonus
- [12/7/21] Added Axos Bank $150 Bonus
- [11/11/21] Added Axos Bank $100 Bonus
- [11/11/21] Added M1 Finance $500
- [10/24/21] Added Tastyworks $500 Bonus
- [10/19/21] Added Fidelity $100 Bonus
- [10/19/21] Removed Fidelity $50 Bonus
- [10/8/21] Added Fidelity $50 Bonus
- [10/8/21] Removed Fidelity $100 Bonus
- [4/17/21] Removed Merrill Edge – Up To $900
- [4/10/21] Removed SoFi Invest – Invest $1,000+, Get $50 Bonus
- [4/7/21] Added Popular Bank: Up To $1,000 Brokerage Bonus FL, NJ, NY
- [3/19/21] Removed Dough – Free Stock
- [2/4/21] Added SoFi Invest – Up To $2,500
- [1/13/21] Added TradeStation – Deposit $500, Get $100
- [11/25/20] Removed Chase YouInvest – Up To $725 Bonus
- [8/18/20] Citi Wealth Management – Up To $3,500
- [8/9/20] Removed TD Ameritrade – Up To $1,500
- [8/4/20] Added Interactive Brokers – Up To $1,000
- [5/2/20] Removed PNC Invest – Up To $1,500
- [5/1/20] Added M1 Finance – Up To $2,500
- [4/19/20] Added TradeStation – Up To $2,500
- [2/7/20] Added Dough – Free Stock
- [2/2/20] Removed M1 Finance – Up to $2,500
- [1/16/20] Added TradeUP – $50 + Free Stocks
- [1/9/2020] Added Stash Invest – $50
- [1/5/2020] Removed Tastyworks – $250 Bonus
- [12/31/19] Added Tastyworks – $250 Bonus
- [12/20/19] Added Firstrade – Free Stock
- [10/5/19] Added Merrill Edge – Up To $900
- [10/2/19] Added SoFi Invest – Invest $100+, Get $50 Bonus
- [10/1/19] Removed Coin Brokerage – $50
- [8/13/19] Removed SoFi Invest – $25
- [8/3/19] Added SoFi Invest – $25
- [07/30/19] Added Coinbase – $50
- [07/07/19] Removed PNC – Up To $1,500
- [06/-3/19]: Removed Ellevest Online Investing $50 Signup Offer via Referral + $50 Referral
- [06/02/19]: Added PNC Investments: Invest $20k-$500k And Get A $50-$1,500 Bonus
The current entry in the list for Merrill is described as “Only valid for new Bank of America customers who open new checking account and connect with a Merrill advisor on the phone who will apply the offer.” That is inaccurate. The $3,000 deal has expired (and your linked page says that) but the $1000 new money/new account bonus at Merrill Edge is still active: https://www.merrilledge.com/offers/pr1000
Updated now
It looks like Robinhood dropped an elevated 2% brokerage transfer bonus today https://go.robinhood.com/goldmonth
Currently P1 and P2 have a joint WellsTrade brokerage account at Wells Fargo. Is there any brokerage firm offering bonus and also allow ACAT from ‘joint’ brokerage account to ‘single’ brokerage account? My goal is to make it a single ownership account as P1 and P2 taking turn to own the account in order to double the bonus amount? Any suggestions?
Any IRA matches that compete with Robinhood rn?
is the webull 2% gone?
New bonus by Janus Henderson will match investment up to $100
https://www.janushenderson.com/en-us/investor/resources/programs/ready-invest-go/?fbclid=IwY2xjawIeD31leHRuA2FlbQEwAGFkaWQBqxdtkQP2VQEdYSEN-kEnQKhOsLe5Ndu_hCKcCE9PrbECMYHqjLGBhsjn3LqpA_2IiZm1_aem_HCFxM9m1XGeYnEde2LBjCA&utm_medium=paid&utm_source=fb&utm_id=120215527551470213&utm_content=120215564042510213&utm_term=120215564042500213&utm_campaign=120215527551470213
https://www.doctorofcredit.com/janus-brokerage-100-bonus-with-100-investment-50-auto-investment/
Looks good until you see the 720 day terms: “Bonus forfeiture occurs if an account is closed, transferred, terminated, or partially/fully withdrawn within 720 days of fund receipt in good order, or if the automatic monthly investment is discontinued within this period.”
Got that here: https://www.doctorofcredit.com/janus-brokerage-100-bonus-with-100-investment-50-auto-investment/
webull has a promo with up to 7,500 in bonus for top tier of $1mil interesting lower tiers are decent ones $100 for $5k, $500 for 25k, $3125 for $250k. the hold period is through 3/10/26. the bonus is split into monthly payments and if you withdraw before 3/10/26 you dont lose the bonus already paid, you lose/ or have a reduced future bonus payments.
account must have funds added by 2/28.
https://www.webull.com/ko-yield/1737524521814-261810?source=email
Also found this $700 bonus from Chase
https://account.chase.com/consumer/investing/WU39772/offline?code=WU39772696KE92DQ
That seems like a referral link?
Here is a clean link: https://account.chase.com/investing/self-directedoffer
Also, there is already a DoC for it: https://www.doctorofcredit.com/chase-you-invest-bonus-200-625-bonus-with-25000-250000-investment-account/
not a referral link
Is this $200 brokerage offer from Swagbucks worth doing at all?
https://www.swagbucks.com/?f=11&q=ITRUSTCAPITAL
Some discussion here and elsewhere in the ‘contact us’ area of this site https://www.doctorofcredit.com/contact-us/#comment-1928846
It’s an IRA and your investments are pretty much limited to crypto and gold/silver.
Betterment sent me an email. I last had an active account with them back in 2014. The email says you can get up to $1000 bonus.
William Charles
It works for both new and existing Betterment customers.
https://www.betterment.com/legal/offers/2025-tiered-investing-reward?utm_source=braze&utm_medium=email&utm_campaign=email:%20invite
Is this worth posting here?
The three-year holding time sounds too long!
good catch! that was kind of buried in there