Transfer to TradeUP

Campaign Period: 19 October 2021, 12:00:00 — 30 June 2024, 23:59:59 EST

Transfer to TradeUP today to enjoy our flat margin rate at 5.99%!

1. How to Participate

Clients who make a full or partial ACATS transfer valued at $3000 or more during the campaign period will be eligible to receive up to $200 in transfer fee credit.

For a limited time, ACATS transfers with assets valued over $10,000 will receive an additional $100 reward.

2. How to Claim Your Reimbursement

In order to qualify for transfer fee reimbursement, the client must email a copy of their most recent statement from the delivering brokerage account with evidence of a transfer fee to support@tradeup.com.

Once the transfer fee reimbursement request has been approved, the reimbursement will be issued in the form of cash to the client's TradeUP account within 10 business days. The reimbursement amount will be directly added to the account balance; details will be available on the next monthly statement. The reimbursement amount will be equal to the transfer fee evidenced in the statement provided by the client. This offer does not apply to any termination fees or maintenance fees charged by the contra broker.

3. Additional Notes

3.1 Clients who are transferring an existing TradeUP account that clears through Interactive Brokers are not eligible for the additional $100 reward offered through this campaign.

3.2 Only clients who open a Live Trading account successfully are eligible to receive the rewards offered by this campaign.

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