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SoFi Invest
3% Webull ACATS Transfer Match
CALCULATE YOUR BONUS
Your Bonus:
$0
Effective APY:
0% APY
BONUS TIERS
| Minimum Amount | Maximum Amount | Bonus | Effective APY |
|---|---|---|---|
| $1 | $5,000,000 | 3% (max $150,000) |
ℹ️ Key Details
Hold Period (minimum time to keep funds)
1825 days
Expires
October 15, 2026
Offer expiration date
TERMS & RESTRICTIONS
- Eligible ACATS transfers must originate at Webull and be initiated by October 15, 2026
- Self-directed taxable brokerage and IRA accounts qualify
- The maximum match is $150,000 on $5,000,000 of transferred assets
- A five-year earn-out applies and removing matched assets can reduce or forfeit the associated match
NOTES
- [Source: Doctor of Credit update and SoFi offer page, checked 2026-10-11] SoFi offers a 3% match on eligible Webull ACATS transfers, capped at a $150,000 match on $5,000,000 transferred, through October 15, 2026.
- The offer covers both self-directed taxable brokerage accounts and self-directed IRAs.
- The five-year earn-out is substantially longer than a conventional brokerage cash-bonus hold. Removing matched assets early can reduce the amount ultimately retained.
BONUS VS AMOUNT
SOURCE LINKS
Data originally sourced from Doctor of Credit and verified against official sources. · First published: October 11, 2026 · Last updated: October 11, 2026