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Investing - Theory, News & General • The Final, Definitive Thread on Brokerage Transfer Bonuses

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I received an email from Webull today with the following offer.

Check out this limited-time offer! Earn 2% cashback on deposits and 3% cashback from ACAT transfers made to your Margin Account between 2/21/2024 12:00 AM ET – 3/15/2024 11:59 PM ET!
My money is tied up in other transfer bonuses, but, my concern with webull for taxable would be if they reliably show you cost basis tracking per tax lot without messing it up.
I was finally able to enroll. The holding period is until 8/31/25. Much longer than I would like so I will have to think this over before going ahead.
Hold period is reasonable for the bonus amount. Cost basis mistakes or lack of visibility are not
Agreed with nalor’s pt.


cak144, you can reach out to Schwab, and/or E*Trade/Morgan Stanley, or Fido to see if the big companies would match WeBull, but I highly doubt it. You could bounce it off M1, but don’t think they’ll bite either.
I'm considering doing the same (or maybe seeing if Schwab would give some kind of retention bonus). Let us know if you get any attractive offers! I also doubt you'll get anything close but you might get something good.

Statistics: Posted by icarus18 — Thu Feb 22, 2024 1:34 pm — Replies 7583 — Views 1175211



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