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Bonus guides

Plain-English explainers built on our live offer data. Updated every time the offers are rechecked.

Best brokerage bonuses for October 2026
Every live brokerage and robo-advisor sign-up and transfer bonus for October 2026, with minimum deposits, hold periods and annualized return pulled from verified data.
Best IRA bonuses and contribution matches
Live IRA bonuses for October 2026: contribution matches, rollover and transfer matches, and brokerage offers that also count IRA money. Terms from official pages.
How brokerage transfer (ACATS) bonuses work
Plain-English guide to ACATS transfers and transfer bonuses: how a portfolio moves between brokers, what it costs, how long it takes, and live offers that pay for it.
Are brokerage bonuses taxable?
Plain-English basics on how brokerage and bank sign-up bonuses are usually taxed: 1099-MISC vs 1099-INT, stock bonuses, IRA matches and record-keeping. Not tax advice.
How to calculate the real return on a bonus
A simple method to compare brokerage and bank bonuses fairly: annualize the bonus over the deposit and hold period, then adjust for taxes, fees and opportunity cost.
Free stock offers compared
How brokerage 'free stock' and share-based bonuses work, how to value them against cash bonuses, and which live offers in our data pay in shares.
Bonuses with no or low minimum deposit
Brokerage and bank bonuses you can earn without a large deposit: the lowest-minimum investing offers and bank bonuses with no direct-deposit requirement, from live data.
Bonuses ending soon
Live brokerage, IRA and bank bonuses with official end dates in the next 60 days, sorted by deadline, plus what 'end date' actually means for enrollment and funding.
Roth IRA transfer bonuses
How to move a Roth IRA to another broker for a bonus without tax problems: direct transfers vs rollovers, the 60-day rule, five-year clocks, and live offers that accept IRA transfers.
How long you must keep funds (and how clawbacks work)
Holding periods for every live brokerage and IRA bonus, from 60 days to several years, and how clawbacks, early-transfer fees and net-deposit rules work.