I like to take a look at where our investement accounts are held each year around this time. Sometimes you can earn a nice bonus for transferring funds in-kind (without realizing tax consequences) by switching brokerages.
Here’s a list of the best bonuses I see at each dollar level at the moment. Some of these expire 12/31/2018, others last until 1/31/2019. Offers tend to recur.
Some are for taxable accounts only, others include retirement accounts.
$10,000 Level
- $50 Ally
- $50 TD Ameritrade (plus up to $150 transfer fee rebate, targeted at TD Bank customers)
$20,000 Level
$25,000 Level
$50,000 Level
$75,000 Level
- Chase Sapphire Banking 60,000 Ultimate Rewards
- Worth ~$900 towards travel for Sapphire Reserve cardholders
- Requires Sapphire credit card
- Might want to get regular banking signup bonus first
$100,000 Level
- $500 TD Ameritrade (plus up to $150 transfer fee rebate, targeted at TD Bank customers)
$200,000 Level
$600 Merrill Edge$900 Merrill Edge ($100,000+ earns heightened rewards on certain BofA credit cards if you have a BofA checking acount)
$250,000 Level
- $1,000 TD Ameritrade (plus up to $150 transfer fee rebate, targeted at TD Bank customers)
$500,000 Level
- $1,500 TD Ameritrade (plus up to $150 transfer fee rebate, targeted at TD Bank customers)
$1,000,000 Level
Are you aware of a better offer at one of these levels? Let us know in the comments.