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The Offer
- Tastyworks is offering a bonus of $250 bonus when you transfer a new non-IRA tastyworks account with $5,000 USD or more to Tastyworks. They will also pay transfer fees up to $100
The Fine Print
- Offer valid on new tastyworks non-retirement brokerage accounts opened by 12/31/2019 (“Qualifying Receiving Account”) and funded via Automated Customer Account Transfer (“ACAT”) within ninety (90) days from the account open date with a Net Liquidating Value of $5,000.00 USD or more at the time of ACAT settlement. Sponsor’s system records are the official determination of the Qualifying Receiving Account’s open date. Once the ACAT has settled with a minimum Net Liquidating Value of $5,000, a cash deposit of $250.00 USD will be posted to the Qualifying Receiving Account within thirty (30) business days. Offer is not valid for internal transfers.
- Qualifying Receiving Accounts can receive a cash rebate up to $100.00 USD for ACAT fees charged by the delivering broker within 90 days of account opening date.
Our Verdict
Haven’t really heard of tastyworks before, but as far as brokerage bonuses goes this looks looks to be an easy one to complete. The bonus itself isn’t huge but the requirement of $5,000+ makes it much more achievable than some other brokerage deals.
Hat tip to reader Fred
