How does the Account Transfer Rebate work?

Get up to $250 in Transfer Fee Rebates and enjoy the simplicity of consolidating your accounts.

Firstrade will rebate the account transfer fee (ACATS only) up to $250 charged by another brokerage firm when completing a Full or Partial Account Transfer for $2,500 or more (excluding mutual funds & fixed income products). The rebate will be based solely on the actual transfer fee charged by the firm you are transferring from. 

To receive transfer rebate, please submit a copy of your most recent statement from your previous broker with evidence of transfer charge. Submissions must be received within 60 days of transfer date. Credit will be deposited to your account within 30 days of receipt of evidence of charge. 

This offer applies to Firstrade regular investment accounts and IRAs (Traditional IRA, Roth IRA, and Rollover IRA), excluding Partnership, Corporate, Investment Club, ESA Education Planning Account, and Custodial Accounts. 

The account must remain open for 12 months with the minimum funding or assets required for participating in the offer — if your account assets fall below $2,500 due to withdrawals or outgoing transfers, Firstrade may reverse the transfer rebate at the time of withdrawal.  These terms are effective starting 7/7/2023.

Firstrade reserves the right at its sole discretion to terminate this offer without prior notice. This is not an offer or solicitation in any jurisdiction where Firstrade is not authorized to conduct securities transactions.