New offer
Webull Premium: 1% match on IRA transfers and rollovers, up to $2,500
1% match, up to $2,500
With Webull Premium, external IRA transfers and 401(k) rollovers get a 1% match, up to $2,500. Premium must stay active 12 months, and matched money must stay 5 years.
- Deposit
- External IRA transfer or rollover; match on up to $250,000
- Keep it for
- 5 years after the match; Premium for 12 months
- Ends
- Dec 31, 2026
- Rate
- 1% of external transfers
- Cap
- $2,500 match on $250,000
- Fee
- $3.99 a month or $40 a year
How to get it
- Open an eligible self-directed Webull IRA and subscribe to Webull Premium.
- Between Sep 1 and Dec 31, 2026 (11:59 PM Eastern), complete an external IRA transfer or 401(k) rollover. Internal transfers don't count.
- Keep Premium active when the transfer starts and when it settles.
- The match is usually added 2 to 3 business days after the transfer settles.
Fine print
- Keep Premium active for 12 continuous months from your first Premium subscription.
- Keep the IRA balance for five years after receiving the match. A withdrawal that drops it below the required amount triggers an early removal fee.
- Risk: the removal fee may require selling securities, or may block an outgoing transfer if there isn't enough cash.
- The match is capped at $2,500 in total across your Webull IRAs, on up to $250,000 in eligible transfers.
- It can't be combined with other Webull IRA promotions, except the Premium contribution match, which covers different deposits.
- Premium costs $3.99 a month or $40 a year. Pick one billing option, not both. The research did not establish transfer-out fee amounts. Treat them as unknown, not $0.
Source
Terms can change. Spotted something out of date? Tell us and we'll recheck it against the provider's page.
Report outdated terms