Webull ACAT Transfer Bonus: 3% of Assets Possible ($750 Bonus on $25,000)

Investors looking for cheap ways to trade have taken notice of Webull’s commission-free trading platform. The ACAT (Automated Customer Account Transfer) bonus is one of its best deals. It gives users money for moving eligible assets from another brokerage. This incentive gives you a chance to make more money on your investments, but you need to know the terms, possible fees, and best ways to get the most money back before you go ahead.

What Is Webull’s ACAT Transfer Bonus?

Webull offers a transfer bonus for investors who move qualifying assets from an external brokerage. The reward amount depends on the total value of the transferred assets, with a maximum bonus of $750.

Bonus Breakdown

If you meet the eligibility requirements and consider certain limitations before transferring assets, this promotion can provide additional investment capital.

You’re right to dig deeper, as Webull’s promotions can be dynamic and have specific terms. Based on the most recent search results (as of June 2025), here’s a more detailed breakdown:

Current Webull ACAT Transfer Bonuses & Related Promotions (US Market Focus):

IRA Transfer Match (Webull Premium):

• • Offer: 3% match on IRA transfers.
  • Maximum Bonus: Up to $15,000 on a $500,000 transfer.
  • Expiration: June 30, 2025.
  • Requirement: Requires a Webull Premium subscription (currently $3.99/month or $40/year).
  • Payout: The bonus is generally paid out over time, often in equal installments (e.g., 1/5th each year over five years for some past IRA offers). It’s crucial to check the specific terms on Webull’s official Premium page for the exact payout schedule.
  • Holding Period: Typically requires the funds to be maintained in the account for a significant period (e.g., 5 years for the full bonus).
  • Eligible Accounts: Traditional IRAs and Roth IRAs.

Tiered Cash Bonuses for Brokerage Account Transfers (Non-IRA):

• • Offer: Cash bonus based on the net incoming account value.
  • Current Tiers (as of June 2, 2025):
    • $2,000 transfer: $200 bonus
    • $10,001 transfer: $400 bonus
    • $25,001 transfer: $750 bonus
    • $100,001 transfer: $2,000 bonus
    • $1,000,001 transfer: $10,000 bonus
    • $5,000,001+ transfer: $30,000 bonus
  • Holding Period: You must maintain the deposit for 12 months.
  • Eligibility: Often for new customers or existing customers who receive a specific invitation from Webull. The offer may be tied to cash or margin accounts.
  • Payout: The bonus might be paid out in installments (e.g., over two years, with the first installment within 45 days of the promotion’s end).

Transfer Fee Reimbursement:

• • Webull generally offers to reimburse transfer fees charged by your previous brokerage.
  • Typical Reimbursement: Up to $75 or $100 for transfers above a certain amount (e.g., $2,000 or $7,500).
  • Conditions: Usually a one-time offer for your first account transfer, and requires submitting proof of the transfer fee.

Other Promotions (Less Directly ACAT-Focused, but often combined):

• • Free Fractional Shares: Promotions for opening and funding an account, offering a number of free fractional shares (e.g., 20 free fractional shares valued up to $3,000 each). These are often for initial deposits, not necessarily ACAT transfers.
  • High APY on Uninvested Cash: Webull Premium subscribers can get a higher APY on uninvested cash (e.g., 4.1% APY on individual and joint cash accounts).

Terms and Conditions (Consolidated from various offers)

• Net Incoming Account Value: Bonuses are calculated based on the net value of assets transferred, meaning any withdrawals or outgoing transfers during the holding period will reduce your qualifying amount and potentially the bonus. Capital gains and losses are usually excluded from this calculation.
• Holding Period: This is crucial. Bonuses are contingent on keeping the transferred assets in your Webull account for the specified duration (e.g., 12 months for general brokerage transfers, 5 years for some IRA matches). If you withdraw or transfer out funds before the holding period, the bonus may be revoked or clawed back.
• Supported Assets for ACAT Transfer: Webull primarily supports whole shares of US and Canadian-listed equities. They generally do not support fixed income assets (bonds), options, fractional shares (though they may offer fractional shares as a bonus), GICs, or mutual funds for direct ACAT transfer. If unsupported assets are transferred, they may be liquidated to cash.
• Eligibility: Promotions are often geo-restricted (e.g., US residents with a valid SSN). Some offers are for new customers only, while others may be extended to existing customers who receive an invitation.
• Claiming the Bonus: Bonuses are typically issued within a few business days (2-10) after the transfer settles and must be claimed in the “My Rewards” section of the Webull app within a certain timeframe (e.g., 30 days).
• Tax Implications: Any bonuses received are generally considered taxable income.
• Fraud/Abuse: Webull reserves the right to forfeit rewards if any sign of fraud, abuse, or suspicious activity is detected.

How to Verify the Specific Offer for You:

Given the variability of promotions and their expiration dates, the absolute best way to confirm the most current and applicable ACAT transfer bonus for your situation is to:

1. Visit the Official Webull Website: Look for their “Promotions,” “Offers,” or “Transfer Bonus” sections.
2. Check the Webull App: Promotions are often prominently displayed within the app, especially in the “My Rewards” or “Promotion Center” sections.
3. Contact Webull Customer Support: This is the most reliable way to get definitive answers and clarify any terms and conditions before initiating a transfer.

Step-by-Step Guide to Claiming the Bonus

1. Review Asset Eligibility: Webull accepts stocks, ETFs, and certain options but does not support mutual funds or some fixed-income securities. Ensuring that assets qualify before initiating the transfer can help avoid complications.
2. Initiate the Transfer Request: Log in to the Webull platform, navigate to the transfer section, and follow the instructions for moving assets from an external brokerage.
3. Confirm Transfer Amount Meets the Minimum Requirement: Only transfers of $5,000 or more qualify for the bonus. Double-check the total asset value before proceeding.
4. Monitor the Transfer Timeline: ACAT transfers can take several days to complete. Checking progress periodically ensures that any issues can be addressed quickly.
5. Receive and Confirm Bonus: Once the transfer is successfully completed and verified, Webull will deposit the bonus into the account within a specified timeframe.

Considerations Before Transferring Assets

Although the promotion provides an appealing financial incentive, there are key factors to evaluate before initiating a transfer:

• Potential Transfer Fees: Some brokerages charge ACAT transfer fees, which can reduce the net benefit of the Webull bonus. Checking with the current brokerage regarding fees before transferring is advisable.
• Holding Period Requirements: Webull may require assets to remain in the account for a specified period to retain the bonus. Withdrawing or selling assets too soon could result in forfeiting the reward.
• Market Risks During Transfer: Since transfers take time to process, investors may experience price fluctuations or a temporary inability to manage their assets during the transition.
• Tax Implications: Bonuses from brokerage promotions may be subject to taxes. Reviewing tax obligations with a financial professional can help avoid unexpected liabilities.

Final Thoughts

Webull’s ACAT transfer bonus offers a financial incentive for eligible investors, but careful planning is necessary to maximize its benefits. Understanding the eligibility requirements, potential risks, and any associated fees ensures a smooth transfer process and helps investors make the most of this opportunity.

Frequently Asked Questions

1. How long does it take to receive the Webull ACAT transfer bonus?

The transfer itself can take several days to a few weeks, depending on the originating brokerage. Once the transfer is complete and verified, Webull typically credits the bonus within a few weeks.

2. Are there any fees associated with transferring assets to Webull?

Webull does not charge incoming ACAT transfer fees. However, the brokerage from which the assets are transferred may impose a fee, which can range from $50 to $100 or more. Checking with the current broker before initiating a transfer is recommended.

3. What happens if I sell or withdraw my transferred assets shortly after receiving the bonus?

Webull may require a holding period to prevent users from immediately withdrawing or selling the transferred assets after receiving the bonus. Violating this requirement may result in the bonus being revoked. Reviewing the terms and conditions beforehand is advised.

4. Can I transfer mutual funds or bonds to Webull?

No, Webull does not support mutual funds, certain bonds, or other non-traditional investment products. Only eligible securities, such as stocks and ETFs, can be transferred.

5. Is the bonus taxable?

Yes, brokerage bonuses may be considered taxable income. It is recommended to consult a tax professional to understand how this bonus might affect tax liability.

Is Webull’s Transfer Bonus Worth It?

For investors already considering consolidating brokerage accounts, this promotion can be a worthwhile opportunity to earn additional capital. Webull’s zero-commission trading and comprehensive platform make it an attractive choice for many traders. However, investors should compare the benefits of the bonus against potential downsides, such as transfer fees and temporary loss of asset liquidity.

Reviewing Webull’s official terms and conditions is recommended before proceeding. Investors unsure about whether this move aligns with their financial strategy may benefit from consulting a professional for guidance.

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Reviewed and edited by Albert Fang.

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Article Title: Webull ACAT Transfer Bonus: 3% of Assets Possible (0 Bonus on ,000)

https://fangwallet.com/2025/06/05/webull-transfer-bonus/

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