Summary
Offer details to compare
Offer amount
$250
Category
Brokerage
Offer type
IRA rollover bonus
Last reviewed
May 27, 2026
Overview
Tracked IRA rollover promotion. Tax considerations and eligibility should be reviewed with the provider or a qualified professional.
Direct deposit
Not listed
Minimum deposit or spend
$15,000 rollover
Monthly or annual fee
Verify with provider
Referral code
Not listed
Requirements
- Open an eligible IRA account.
- Complete a qualifying rollover or transfer.
- Maintain eligible assets through the bonus period.
Fees and costs to check
- IRA closure, transfer, or investment expense fees may apply.
Things to verify
- Verify rollover rules, taxes, and investment risks.
Before you act
Verify terms directly
Check eligibility
Review fees
Confirm expiration
Keep records