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Brokerage

Vanguard

Asset Transfer Bonus

Up to

$200

bonus value

Up to $200 when you transfer $25,000+ from an outside brokerage to Vanguard.

No expiration date listed

Bonus Tiers

Deposit / RequirementBonus
$25,000+$50
$50,000+$100
$100,000+$200

Requirements

1

Open Vanguard brokerage account

New or existing Vanguard customers

2

Transfer $25,000+ via ACAT

From outside brokerage within 90 days

3

Maintain transferred assets

Keep assets for 1 year

Details

Minimum Deposit$25,000
Monthly FeeNone
Fee WaiverNo monthly fee
Keep Open12 months min
Cooldown Period24 months
Direct DepositNot required

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Terms & Conditions

Available to new or existing Vanguard customers. Must transfer $25,000+ from an outside brokerage via ACAT within 90 days. Assets must remain for 1 year. Bonus credited to account within 20 business days of meeting requirements. No monthly fee. Bonus reported on Form 1099. Vanguard Brokerage Services, Member FINRA/SIPC.

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Bonus Calculator

1 mo12 months24 mo
0
Bonus+$200
Net Value$200
Effective APY0.8%

Based on $25,000 deposit for 12 months

Eligible AgainAfter 24 months