TradeUp
Brokerage Transfer Bonus
Up to
$2,000
bonus value
$2,000 when you transfer $100,000+ in assets to a new TradeUp brokerage account. Assets must remain for 12 months.
No expiration date listed
Bonus Tiers
| Deposit / Requirement | Bonus |
|---|---|
| $100,000+ | $2,000 |
| $250,000+ (estimated) | $5,000 |
Requirements
Open TradeUp brokerage account
New TradeUp customers only
Transfer $100,000+ in assets
ACAT transfer from another brokerage within 60 days
Maintain assets for 12 months
Transferred assets must remain in account
Details
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Terms & Conditions
New TradeUp brokerage customers only. Must transfer $100,000+ in assets from an outside brokerage within 60 days. Assets must remain in account for 12 months or bonus may be adjusted. Bonus paid within 60 days of transfer completion. No monthly fee. Member FINRA/SIPC. Bonus reported on Form 1099.
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Based on $100,000 deposit for 12 months