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72 Comments
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Yaarp
Yaarp (@guest_2064843)
May 20, 2025 22:42

Can the comparison explicitly discuss how they handle incoming and outgoing ACAT transactions and whether they maintain cost basis of the assets (ideally at lot granularity) through these.

robertw
robertw (@guest_2087133)
June 26, 2025 11:06

They were able to fix a few minor errors when I transferred to them as far as cost basis. Before you transfer make sure you have all the proper reports from your current broker.This is a lucrative deal. No question. I have not done the IRA bonus but did a stock transfer one for 3% that was offered previously. That was an 18 month hold. Something like that. They do pay the bonuses and I have collected a number of them. In the case of the IRA here, its a huge thing to get that posted to your account up front. Their website is merely ok. Customer service via email.

Paul W.
Paul W. (@guest_2064550)
May 20, 2025 16:41

I signed up for RH Gold in April 2024 and transferred in my Roth IRA for the 3% match transfer bonus that was going on at the time. In January 2025 I made my full $7k IRA contribution for 2025 and got the 3% IRA contribution match ($210). I’ve kept RH Gold this whole time, but since it’s been a full year am I now safe to cancel without RH clawing back the $210 January match bonus?

IRA Match FAQ states: Can I keep the IRA match if I cancel my Gold membership? As long as you remain a Gold member for at least 1 year from the date of your first Gold match, you can keep the full match.

I read it that my first “Gold match” bonus was for the IRA transfer in April 2024, so then my subsequent IRA contribution bonus in January 2025 doesn’t reset that 1 year time limit to retain the match bonus. Am I understanding this correctly?

Phil
Phil (@guest_2064712)
May 20, 2025 19:16

I was under the impression that anytime you contributed and got a match, you had to keep it for a year.

Also, isn’t it basically a wash for RH Gold if you use their free margin and invest it in SGOV?

yo
yo (@guest_2064807)
May 20, 2025 21:31

Yeah, you’ll make like $40 from the interest on margin alone. $1k margin is one of the best perks imo. Plus the IRA match and gold card more than make up for it. Robinhood knows this, that’s why they were toying with raising the prices

Ash
Ash (@guest_2068479)
May 27, 2025 23:58
  yo

The problem is if you invest frequently / get dividends, you need to rebalance so that you can make use of the 1000$, that’s annoying,

MBE
MBE (@guest_2064147)
May 20, 2025 08:12

I’ve been on the RH Gold Card waitlist from Day One.

Dr Whoa
Dr Whoa (@guest_2063908)
May 19, 2025 18:28

Maybe I’m just paranoid but RH has some pretty weak security setup. They have stopped supporting TOTP since February. My guess is the demography that they focus on isn’t the brightest and too many of them needed help resetting TOTP. That leaves your account vulnerable to hacking IMO. I have read too many people had their accounts hacked and RH did nothing to help them. If it’s only a few grands to get some kind of SUB then sure I would bite and take the risk. But I would never hand over any life changing amount of money to RH.

Niko Bellic
Niko Bellic (@guest_2063826)
May 19, 2025 15:52

Call me greedy, but I will be waiting for webull to launch a credit card or some other feature before I open an account with them

arl16
arl16 (@guest_2063707)
May 19, 2025 13:08

Wth do I have to do to get the Gold card? always shows waitlist….

zerosum
zerosum (@guest_2063922)
May 19, 2025 18:49

Allegedly just contact support, if you’re in a state they support. I was one of the first to sign up in NY when they announced it during the live stream and I never got off the wait-list but saw plenty of DPs of people asking and getting it. I don’t even want it now

Dealgamer
Dealgamer (@guest_2064311)
May 20, 2025 12:45

I saw someone on reddit claim they googled skip the waitlist and found a link on threads that worked to instantly get the card. Not sure if they’re still around/how rare they are though.

Lyzet A Peralta
Lyzet A Peralta (@guest_2063693)
May 19, 2025 12:58

I just checked and webull does have a website or am i confusing what you mean by it?

Lyzet A Peralta
Lyzet A Peralta (@guest_2063698)
May 19, 2025 13:00

I like that both brokerage offers are high percent match but the long hold time makes it a dealbreaker for me anyway. tradeup is better vs webull and robinhood. the paid memberships are only okay too since i can earn over 4% with a hysa without paying a fee.

cak145
cak145 (@guest_2063710)
May 19, 2025 13:11

Not sure why you think that Tradeup is better vs Webull or Robinhood. Their holding period for IRA accounts is the same 5 years, but the bonus is only 1% on transfers compared to 3% for Webull.

Lyzet A Peralta
Lyzet A Peralta (@guest_2063790)
May 19, 2025 15:05

i went through a special promo link for tradeup that states it’s only a 1 year hold and confirmed this with customer service bc of all the different answers. i’m transferring 50k so i’m getting 2% plus $300 from the sgov shares plus four random stocks. if i calculated that right i’m getting around 2.5% for 50k one year hold.

cak145
cak145 (@guest_2063810)
May 19, 2025 15:31

i agree that 2.5% for $50k for one year hold is a great deal. Can you share the promo link for this deal?

robertw
robertw (@guest_2087137)
June 26, 2025 11:10

The real deal here is the 3.5% for the IRA. Thats a big thing. Thats getting .7 basis points of return for doing nothing. On long term IRA not bad.Clearly they are tryign to get you to keep all funds with them. But after 5 yrs of an initial transfer you can see who else is offering a bonus and more there. The Webull website and trading is so so. But if you are long term with ETFS and such it really doesnt matter.

Mark
Mark (@guest_2063680)
May 19, 2025 12:41

Counterparty risk is an important consideration for Webull. I say this not to make a political statement, but as somebody concerned about my assets: What happens to your money held by a CCP-affiliated company if things really go sideways between the US and China?

tuphat
tuphat (@guest_2063895)
May 19, 2025 18:00

With all due respect: You speak nonsense.

Webull is registered with the SEC, and a member of FINRA and the SIPC ($500k protection). They also have excess coverage via Lloyd’s of London, and through their clearing firm, Apex, which is the same clearing firm used by dozens and dozens of other brokers.

robertw
robertw (@guest_2087138)
June 26, 2025 11:11

You are vwery ill informed. Thats typical in the personal finance space. There is no scenario where your stocks/money would be at risk.

Dealgamer
Dealgamer (@guest_2063646)
May 19, 2025 12:09

The free margin is underrated. Stick it in SGOV and at current rates Gold is only what, $5-10 a year.

Also makes the credit card better than it seems at first glance.

Raymond 🔗
Raymond 🔗 (@guest_2063725)
May 19, 2025 13:31

You can get 2.625 at BoFA if you park $100k.

Dealgamer
Dealgamer (@guest_2063729)
May 19, 2025 13:36

Yeah a great option if you have that kind of money to sling around, especially paired with the CCR. Unfortunately I’m part of the 85% that doesn’t

chap
chap (@guest_2064300)
May 20, 2025 12:36

how do you use the $1k though for SGOV specifically? from what I can tell, you only activate the free $1k after you use all your cash and need margin

Dealgamer
Dealgamer (@guest_2064308)
May 20, 2025 12:44

I haven’t actually used it myself yet because I don’t have the money spare right now, but yeah I think you can’t have any cash sitting in the account uninvested to get the margin. I think you may also have to invest $2000 total to unlock the $1000 of margin.

Matt
Matt (@guest_2067115)
May 24, 2025 17:07

That’s too bad. Forces you to choose between the $1000 SGOV dividends or the 4% savings account essentially.

Dealgamer
Dealgamer (@guest_2067122)
May 24, 2025 17:26

Yeah it is kind of dumb. But thankfully 4% is nothing special, so you can just keep that elsewhere, or you can just buy SGOV with it and it’ll be just as safe and only slightly less liquid

zerosum
zerosum (@guest_2063634)
May 19, 2025 11:50

Idk if this is Gold specific for RH but the instant deposits have been great. Initiate a pull from any bank from inside RH and they front you the money to invest immediately. I think the amount is based on your account value.

This has let me entered the market very quickly a number of times that has resulted in great gains without having to rely on margin. Which is also configurable in RH to put limits on instantly.

But I have noticed that with a bank like Chase, they now offer fee-free instant pull deposits as well. You’ll get a bill pay request in Chase and you accept, the money leaves and arrives in minutes.

Another aside, Robinhood has offered me bonuses when I had to withdraw money before as a prompt. ie: cancel the withdrawal, hold the money for 90 days, get a bonus. I forget the details but I think I detailed it somewhere on the site before.