Transfer requirements
Providers may set asset-value tiers, eligible account types, campaign windows, and restrictions on transferred positions.
Minimum transfer value
Eligible account types
Supported assets
Campaign window
Research guide
Brokerage transfer bonuses to compare
Brokerage transfer promotions may depend on eligible incoming assets, transfer value, account type, and a required holding period. Compare the full account fit and verify current provider terms before moving assets.
Verification-first research · Last verified Jun 1, 2026
ACAT and transfer fees
ACAT can move eligible brokerage assets between firms, but outgoing firms may charge fees and some assets may not transfer.
Full or partial ACAT
Outgoing transfer fee
Unsupported assets
Transfer timing
Holding periods and account fit
A transfer promotion can require assets to remain at the new firm. Review holding periods, withdrawal consequences, investment tools, service, and fees.
Holding period
Withdrawal treatment
Account fees
Investment risk
Tracked records to compare
Axis Invest
Investment Transfer Up to $600 Bonus
Up to $600
BrokerageVerified Today
Tracked tiered brokerage transfer bonus based on eligible new assets. Bonus tiers and holding periods may change.
Review fees, eligibility, and provider terms before acting.
Last reviewed Jun 1, 2026
Compare detailsRobinhood
Robinhood Gold Transfer Up to $1,000 Offer
Up to $1,000
BrokerageVerified Today
Tracked Robinhood transfer promotion based on eligible asset movement. Subscription fees and holding requirements may apply.
Review fees, eligibility, and provider terms before acting.
Last reviewed Jun 1, 2026
Compare detailsFidelity
Fidelity Account Transfer $100 Offer
$100
BrokerageVerified This Week
Tracked Fidelity account funding bonus. Investment products, account eligibility, and timing should be verified directly.
Review fees, eligibility, and provider terms before acting.
Last reviewed May 30, 2026
Compare detailsM1 Finance
M1 Finance Transfer $250 Offer
$250
BrokerageNeeds Review
Tracked M1 Finance transfer bonus based on eligible assets. Transfer and holding requirements may change.
Review fees, eligibility, and provider terms before acting.
Last reviewed May 27, 2026
Compare detailsBrokerage transfer bonus comparison
This comparison uses available tracked fields. Blank or broad requirements should be verified directly with the provider.
| Provider | Offer type | Value | Transfer requirement | Funding requirement | Verification |
|---|---|---|---|---|---|
| Axis Invest | Brokerage transfer bonus | Up to $600 | Transfer qualifying new assets by the deadline. | $25,000 transferred assets | verified today · Jun 1, 2026 |
| Robinhood | Brokerage transfer bonus | Up to $1,000 | Transfer qualifying assets. | $25,000 transferred assets | verified today · Jun 1, 2026 |
| Fidelity | Brokerage signup bonus | $100 | Not listed | $50 new money | verified this week · May 30, 2026 |
| M1 Finance | Brokerage transfer bonus | $250 | Transfer qualifying assets. | $20,000 transfer | needs review · May 27, 2026 |
Verification methodology
How OfferRadar verifies offers
OfferRadar records the source reviewed, last verified date, requirements, fees to check, and terms that need direct provider confirmation. A verification date documents research timing; it does not guarantee availability, eligibility, approval, or payout.
i
Important information
OfferRadar is an independent research and comparison resource. Some outbound links may result in compensation to OfferRadar. Offers can change, expire, or vary by user, so verify current terms directly with the provider before acting.
FAQ
What is an ACAT transfer?
ACAT is a common system used to transfer eligible brokerage assets between firms. Supported assets, timing, fees, and transfer treatment vary by provider.
Do transfer bonuses require a holding period?
Some do. Verify the required asset value, eligible transfer type, holding period, subscription costs, and current provider terms before moving assets.