When you make your first ACAT transfer of $500 or more (qualified transfer), you may receive a transfer fee credit of up to $75 to cover the outgoing transfer fee charged by your current brokerage firm.
The credit will be deposited into your investment account at Northbound Securities LLC (an affiliate of Vest) within 30 days of Vest receiving proof of the transfer fee charged by your current brokerage firm.
The credit cannot be applied to termination or maintenance fees charged by your current brokerage firm. Once you receive the credit, both the cash credit and your qualified transfer (less any securities trading losses) cannot be withdrawn for 90 days. However, you may keep the amount as cash in your account or use the credit to invest in securities in your account.
This offer is not retroactive. One offer per transferred account, with a maximum of one account at Northbound per customer. The credit may be delayed, denied, or rescinded at Vest’s discretion if, for example, Vest determines there may be circumstances indicating fraud or a violation of these Terms and Conditions.
Vest reserves the right to modify these terms or cancel this offer at any time and without prior notice, at its sole discretion.
Once you receive your bonus, both the cash bonus and your qualified transfer (less any securities trading losses) cannot be withdrawn for 90 days. A withdrawal may result in Vest revoking your bonus.
This offer is only available where legally permitted. Employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply.
Participation in this program does not constitute an offer of securities or a recommendation to buy, sell, or hold a specific security. Northbound does not provide investment advice and does not hereby recommend any security or transaction.
This is not an offer or solicitation in any jurisdiction where it is not permitted or where Northbound is not authorized to conduct business.
Securities trading is offered through Northbound Securities LLC, a U.S.-registered broker-dealer and SIPC member, and an affiliate of Vest.
Still have questions? Contact us at support@mivest.io