Updated with new offer. The Webull brokerage app is offering an updated ACAT Transfer bonus of up to 4% of assets transferred plus up to $100 in outgoing fee reimbursements on your first transfer of at least $2,000. This specific offer ends March 31, 2026. This is for individual taxable brokerage accounts. Joint, Crypto, and IRA accounts are excluded.
You must transfer at least $100,000 in assets to get a 4% match, with a minimum hold of 5 years to get the full payout (they break it up into installments with the last one being paid March 2031). Max funding is $2,000,000. You must transfer at least $2,000 in assets to get a 3% match, also with a minimum hold of 5 years. 4% is a very high bonus, but it is a long hold period. Be sure to read all the terms and conditions.
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I assume this is the case, but want to double check anyway. When I transfer my stocks to Webull, can I sell them and buy other stocks? In other words, I don’t have to hold the same stocks for 2 years. Webull is an app for frequent traders, it wouldn’t make sense to limit people and not have them trade. Please, advise.
Definitely, Webull would of course love for you to trade away. They make money from selling order flow, options, margin, and all that.
You are holding funds until 2031 with this promo
Does anyone have experience withdrawing from Robinhood and having the promotion credit charged back? Is it 100% of the original credit or a prorated amount based on the amount of time you’ve been there? My situation: I’m 6 months into the 2 year timer for the 1% match that closed in January 2024.
It varies based on the specific offer. You can message Robinhood support and they’ll tell you.
Looks like they changed the sign up bonus for new accounts. The max I saw when I clicked on your link was “Fund $500 or more and maintain the funds to get 20 Fractional Shares” and “each share is valued between $3-$3,000”. Still might do it though and then do the ACAT transfer for the bigger bonus.
Is the $750 cash bonus on 25K transfer only for existing accounts? I currently don’t have a WeBull account.
It also says no futures accounts are excluded. If I’m doing a partial transfer from another brokerage account that has futures privileges, am I disqualified?
5 Years? Yikes thats a long time when a lot can happen with a smaller player like WeBull