Best Brokerage Bonuses of 2026 (Up to $10,000) | Strategy to Waive Credit Card Annual Fees

Best Brokerage Bonuses of 2026 (Up to $10,000) | Strategy to Waive Credit Card Annual Fees

F
Financial Services
Jul 3, 2026

Looking for the best brokerage bonuses of 2026? In this video, I compare the top brokerage account promotions from Schwab, E*TRADE, Merrill Lynch, Citi Wealth Management, Ally Invest, TradeStation, Betterment, Public, SoFi, Plynk, and Silo. We break down cash bonuses, transfer offers, holding periods, annualized returns, ACATS transfer fees, reimbursement strategies, and how to maximize brokerage bonuses without triggering taxable events by transferring investments instead of selling them. Whether you're moving a small portfolio or millions in assets, this guide will help you find the highest-value brokerage bonus and optimize your investment transfers.


0:00 Start Here
2:19 Schwab
4:17 E*Trade from Morgan Stanley
6:21 Bank of America Merrill Lynch
7:40 Citi Wealth Management
8:27 Ally Invest
9:44 TradeStation
10:47 Betterment
12:13 Public
12:49 SoFi
13:55 Plynk
16:13 Silo Markets