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Webull Premium: 1% match on IRA transfers and rollovers, up to $2,500

1% match, up to $2,500

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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

  1. Open an eligible self-directed Webull IRA and subscribe to Webull Premium.
  2. 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.
  3. Keep Premium active when the transfer starts and when it settles.
  4. 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

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