This page has been updated for 2026. We are now also including hold periods in the top description to make it easier to sort. Remember it might make sense to hit the smaller bonuses with shorter hold periods before hitting the ones with longer hold periods. You can also now easily find this below ‘bank accounts’ in the top menu bar. If you see any errors let us know.
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 TradeUp – $2,000 Bonus + Free Stocks (12 Month+ Hold)
- 2 Wells Fargo $2,500 Premier Bonus (90 Day Hold)
- 3 J.P. Morgan/Chase – $1,000 (90 Day Hold)
- 4 Merrill – $1,000 (90 Day Hold)
- 5 Citi Wealth Management – Up To $5,000 (1-3 Month Hold)
- 6 CIT Bank (First Citizens Wealth) Up To $750 Brokerage Bonus (60 Day Hold)
- 7 WeBull – 4% Match (5 Year Hold)
- 8 Moomoo $1,000+ Deposit Bonus (60-180 Day Hold)
- 9 Moomoo $600+ ACATS Bonus (12 Month Hold)
- 10 E*Trade – Up To $10,000 (12 Month Hold)
- 11 Zacks Trade – Up To $3,000 (No Hold?)
- 12 Kraken 3% Match on Cash (18-Month Hold)
- 13 Public Brokerage – 1% Match (5 Year Hold)
- 14 Betterment – $1,500 (3 Year Hold)
- 15 Schwab – Up to $1,000 (One Year Hold)
- 16 IRA-only Bonuses
- 17 Smaller Bonuses – No Requirement/Little Requirements
- 18 Bonuses Not Listed
- 19 Post History
TradeUp – $2,000 Bonus + Free Stocks (12 Month+ Hold)
Get $1,000 with $50,000 transfer or $2,000 with $100,000 transfer. Also a very nice stock bonus with different tiers which stacks with the $1k-$2k bonus.
- Read our full post
- Deposits must be maintained for at least 1 year (probably closer to 2 years) to get the full bonus
- Brokerage only, not IRAs
Wells Fargo $2,500 Premier Bonus (90 Day Hold)
Requires $250,000/$500,000 in cash or investments for $2,500/$3,500 bonus. Must open checking Premier checking account; balance 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.
- Read our full post
- Cash, brokerage, or IRA all count
J.P. Morgan/Chase – $1,000 (90 Day Hold)
J.P. Morgan Chase Self-directed has a bonus of $1,000 with $250,000 asset transfer. There are other tiers as well.
- Read our full post
- Brokerage or IRA
Merrill – $1,000 (90 Day Hold)
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.
- Read our full post
- Brokerage or IRA
Citi Wealth Management – Up To $5,000 (1-3 Month Hold)
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)
- Brokerage or IRA
CIT Bank (First Citizens Wealth) Up To $750 Brokerage Bonus (60 Day Hold)
Holding period is only 60 days. Requires $250,000 for the largest bonus.
- Read our full post
- Works for brokerage and possibly for IRA too
WeBull – 4% Match (5 Year Hold)
4% bonus match on cash deposits and on brokerage transfers, up to $80,000 reward.
- Read our full post
- Minimum $100,000 transfer/deposit (under $100k gets 3%)
- Bonus paid out over 5 years.
- This offer is for brokerage only, not IRA. (There is a separate IRA offer.)
There’s also a massive referrer bonus (up to $5,000) which juices this up considerably if you are in 2-player mode.
Moomoo $1,000+ Deposit Bonus (60-180 Day Hold)
MooMoo is offering $1,000 in NVDA stock when you cash deposit $100,000 via ACH/wire. There are other tiers as well. (Also stacks with 8.10% APY promo for 60 days on up to $20,000. You can also do the MooMoo $600 ACATS bonus, see below.)
- Read our full post
- The hold period is between 60 days and 180 days, depending on the tier.
- Cash deposit only, not for brokerage or IRA transfers. (See MooMoo brokerage bonus below.)
Moomoo $600+ ACATS Bonus (12 Month Hold)
Moomoo is offering a 3% match on investments, up to $600. Max this out with a $20,000 investment transfer. Requires one year hold until full payout of bonus. (You can also do the MooMoo $1,000 NVDA bonus as well, see above.)
- Read our full post
- Brokerage only, not IRA.
E*Trade – Up To $10,000 (12 Month Hold)
The $10,000 tier requires $5M transfer. There are lots of other tiers as well. Notably, there is a $50 tier with $1,000 deposit which is an easy bonus for a lot of people. (Separately, there’s an offer from E*Trade for existing users with a bonus of up to $20,000. That one also has many different tiers.)
- Read our full post
- Brokerage or IRA
Zacks Trade – Up To $3,000 (No Hold?)
The $3,000 tier requires $2M transfer. There are lots of other tiers as well, such as $1,000 with $500k transfer. Notably, there does not seem to be any specific hold-length requirement.
- Read our full post
- Brokerage only, not IRAs
Kraken 3% Match on Cash (18-Month Hold)
You get a 3% match on cash or crypto deposited to Kraken. Requires enrollment. Note: this is for cash/crypto only, not for stock/ETF transfers. After depositing the cash you can buy stocks/etfs/crypto, if you’d like. (Note: cash held in Kraken is not SIPC insured. Only stocks/ETFs are SIPC insured.)
- Read our full post
- Cash deposit only
Public Brokerage – 1% Match (5 Year Hold)
Public brokerage offers an unlimited 1% match.
- Read our full post
- Brokerage or IRA
Betterment – $1,500 (3 Year Hold)
There are various tiers. The $1,500 bonus requires $200,000 in brokerage or IRA funds. There is also a 3 year hold.
- Read our full post
- Brokerage or IRA
Schwab – Up to $1,000 (One Year Hold)
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
- Brokerage or IRA
IRA-only Bonuses
Robinhood – 2% IRA Transfer Bonus (5 Year Hold)
This one also requires Robinhood Gold for 1 year ($50).
- Read our full post
- Deposits must be maintained for five years
Robinhood 1-3% IRA Contribution Match (5 Year Hold)
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
WeBull 3-3.5% IRA Transfer/Contribution Match (5 Year Hold)
3.5% for transfers and 3% for contributions. Requires WeBull Premium for first 12 months.
- Read our full post
- Deposits must be maintained for five years
Firstrade – 2%/3% IRA Bonus (5 Year Old)
3% on IRA transfers and 2% on new contributions. Requires 5 year hold.
E*Trade – Up To $10,000 IRA Bonus (12 Month Hold)
Tiers are lower now than their peak, but still interesting for someone moving over to the brokerage anyway. Example, $200,000 IRA transfer gets $800. There are lots of other tiers as well.
Smaller Bonuses – No Requirement/Little Requirements
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.
SoFi Invest – $150
Bonus via Finder and requires a $1,000 deposit.
Robinhood – Free Stock
You get a free stock worth $3-$150.
- Read our full post
- No deposit requirement
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
- [2/8/26] Added Kraken 3% cash deposit match
- [1/29/26] Removed TastyTrade 4% bonus match
- [1/20/26] Added Zacks Trade $3,000
- [1/18/26] Removed Interactive Brokers – Up To $1,000
- [1/13/26] Added SoFi Invest – $150
- [1/12/26] Refreshed whole page
- [1/8/26] Added J.P. Morgan $1,000 bonus
- [1/8/26] Added TastyTrade 4% bonus match
- [1/4/26] Added WeBull 4% brokerage bonus match (5 year hold)
- [1/4/26] Removed WeBull 2% brokerage bonus match (13-15 month hold)
- [11/2/25] Added WeBull 2% brokerage bonus match (13-15 month hold)
- [11/2/25] Removed WeBull 4 stock signup bonus
- [11/2/25] Removed WeBull 4% brokerage bonus match
- [10/3/25] Removed Kraken 2% brokerage bonus match (removed due to new Stock Lending requirement terms)
- [9/12/25] Added WeBull 4% brokerage bonus match
- [9/12/25] Removed WeBull 2% brokerage bonus match + $100
- [9/2/25] Removed Ally Invest $200 bonus
- [8/15/25] Added CIT Bank (First Citizens Wealth) Up To $750 Brokerage Bonus
- [8/12/25] Added Ally Invest $200 bonus with $1,000 deposit
- [8/7/25] Added MooMoo $1,000 NVDA bonus with $50k ACH/Wire
- [7/30/25] Added Betterment $1,000 bonus
- [7/6/25] Added WeBull 2% brokerage bonus match + $100
- [7/6/25] Removed WeBull $30,000 + 8.1% APY brokerage bonus
- [6/16/25] Removed Robinhood 2% unlimited brokerage bonus (5 year hold)
- [6/14/25] Removed SoFi 1% unlimited bonus
- [5/20/25] Added WeBull $30,000 + 8.1% APY brokerage bonus
- [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 $10,000 Sofi Invest bonus
- [4/18/24] Removed $5,000 Sofi Invest bonus
- [4/18/24] Removed $75 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] 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
