Through Feb 13
3% bonus on other transfers
Transfer in a self-directed, taxable brokerage account and we’ll add 3%—no cap. Learn more
Easy transfer process
It only takes a few minutes to initiate. Plus, we’ll cover the transfer fee (up to $75) if you transfer in $7,500 or more.
3% on taxable account transfers: The 3% bonus on taxable account transfers is available to taxable account customers, no subscription required. The funds that earned the bonus must be kept in the account for at least 5 years to avoid a potential chargeback of the bonus. Transfer must be initiated by February 13, 2026 8:59PM PT to qualify. Offer only applies to self-directed individual or joint taxable accounts. Refer here for more information on this offer.
