注意有兩個要求, 5 年之內不能轉走本金, 要先加入GOLD member ($5/mo or $45/Yr).

GOLD member 可以申請他家的信用卡 everything 3% rebate/bonus-point.

2% bonus on any brokerage transfer (11/19/2025 前)

Transfer in a self-directed, taxable brokerage account and we'll add 2%—no cap. Learn more

 

2% bonus on retirement transfers

Transfer an IRA or roll over an old 401(k) to a self-directed IRA, and we'll add an unlimited 2% boost.

 

Easy transfer process

It only takes a few minutes. Plus, we'll cover the transfer fee (up to $75) if you transfer in $7,500 or more.