Offer value details
Firstrade says it will rebate an ACATS account transfer fee up to $250 when an eligible transfer of $2,500 or more is completed.
Qualification requirements
Complete a full or partial ACATS transfer with $2,500 or more in qualifying cash and securities, excluding mutual funds and fixed income products from the threshold, then submit a recent delivering-broker statement showing the transfer charge within 60 days of the transfer date. Firstrade says review takes around five business days and credit follows approval.
Fees and costs
Firstrade lists $0 online stock, ETF, option, and mutual fund trades on the transfer page, but service, regulatory, trading, product, outgoing-transfer, and other fees can still apply.
Availability
The rebate applies to regular investment accounts and Traditional, Roth, and Rollover IRAs. Partnership, Corporate, Investment Club, and ESA accounts are excluded.
What to verify
- This is a fee rebate, not a general cash bonus.
- Mutual funds and fixed income products are excluded from the transfer value calculation.
- The rebate can be reversed if assets fall below the required amount within 12 months.
Confirm current provider terms
Rates, rewards, fees, qualification rules, eligibility, and deadlines can change. Review the provider terms before applying.