Broker reward observation · transfer
Public
ACATS transfer match
1% transfer match · 60 installments
reviewed · read 2026-11-08
Exact observation: public-acats-match-2026-11-08. Source terms and personal eligibility need confirmation.
How the installment model works
At an unchanged $5,000 qualifying transfer, the 1% match is $50 across 60 payments: $0.83 for each of the first 59 and $1.03 in the final payment. Six modeled payments total $4.98. This is a no-removal arithmetic example, not a payment guarantee.
Who the offer covers
U.S. customers with an eligible Public account in good standing. This model covers taxable ACATS only; Webull transfers and retirement routes have separate treatment.
Funding requirement
Cash plus eligible securities, net of transferred debit balances, are valued at settlement. A fresh bank deposit is not this transfer offer.
Reward credit
1% is scheduled over 60 monthly payments, beginning about one month after settlement. Cents round down; the final payment receives the remainder.
Withdrawal / retention
Asset removals after any unmatched balance is exhausted permanently reduce future payments. Closing the receiving account stops unpaid installments. This scenario assumes no removals.
Offer window
Ongoing offer observed; terms may change or end
Fees and exclusions
Outgoing broker fees may apply. Reimbursement is separate and excluded from reward math; no trading gains or tax are modeled.
Official sources
- Public Match TermsObserved 2026-11-08
- Public Match HelpObserved 2026-11-08
The model omits account-specific decisions, retirement transfers, early-removal allocation across multiple accounts, reimbursement claims and tax treatment. This page is a dated observation, with neutral links.