Broker Bonuses

List of brokers and their ACAT fee (transfer out):

Full Transfer OUT Partial Transfer OUT Account Closing Fee Transfer Reimbursement
CapitalOne investing $75 $15/security ($75max)
Charles Schwab $50 $25 $0
eOption $50 $25 $0 None
E*Trade $60 $25 $0 None
Fidelity $0 $0 $50 IRAs only None
FirstTrade $50 $10 $0
Interactive Brokers $0 $0 $0 None
Merrill Edge $49.95 $0
OptionsXpress $50
Scottrade $0
SogoTrade $75
Sharebuilder $75 $15/security ($75max)
TD Ameritrade $75 $0
TradeKing $50
WellsTrade $95
Zecco $50

Broker Signup Bonuses

Bonus    
Broker Type $1 Mil+ $500K+ $300K+ $250K+ $200K+ $100K+ $75K+ $50K+ $25K+ $10K+ $5K+ Money Recycled Current
customer eligible?		 IRA eligible? Non-IRA eligible? Must open acct by $$ must arrive w/in Must stay for Fine Print
Fidelity Free Trades             200 100       ? Yes Yes Yes 12/31/2012 30 days 9 months link
Fidelity Miles from Delta           50,000   25,000 15,000     Yes Yes No Yes 2/14/2013 90 6 months link
Fidelity Miles from AA           50,000   25,000 15,000     Yes No No Yes 9/30/2012 90 6 months link
Fidelity Miles from United           50,000   25,000 15,000     Yes No No Yes 10/1/2014 90 6 months link
Fidelity Apple Gift Card     $500     $300 $100         ? Yes No Yes 6/30/2012 30 days 9 months link
Schwab Cash $2,500 $1,200       $300   $200       ? Yes Yes No 4/17/2012 before 4/17/12 12 months link
TD Ameritrade Miles from United
Delta
Continental
American
US Airways		             25,000   15,000 5,000 No No         9 months Link
TD Ameritrade Miles from Starwood               20,000 10,000 3000 ($2K+) No No         9 months  
TD Ameritrade Cash       $600   $300     $100     No Yes, but must open new account Yes Yes 6/30/201 60 days 9 months link
E*Trade Cash       $1,000   $500   $200 $100     ? Yes Yes No 12/31/2012 45 days 6 months link
Merrill Edge Cash         $500 $250   $100   $50   ? ? Yes No 4/15/2012 30 days 90 days link

The Art of Finances

Links

  • Check American express application status – Amex status
  • Check Chase:

Automated application status check: 1-800-432-3117

To speak to a credit analyst : 888-245-0625 (If you are declined, you can call this number to re-consider)

For more information and to enroll for the lounge club,

please visit www.loungeprogramenroll.com/inkcard and enter

invitation code CHASEINK.

5% Bonus Credit Cards – Quarterly Bonus Table

CardChase FreedomDiscoverCiti Dividend Platinum Select
Activate Quaterly Promotion LinkActivate
Calendar
Merchants		ActivateActivate
2023Rewards Categories with bonus 5% cash back 2023
Chase 5% cashback calendar for 2023Discover 5% cashback calendar for 2023
Q1 January - MarchGrocery Stores (excluding Walmart)
Target*
Fitness Clubs & Gym Memberships		Grocery Stores, Drug Stores and Select Streaming ServicesAmazon
Select streaming services
Q2 April - JuneAmazon.com
Lowe's		Restaurants and Wholesale ClubsDrugstores
Grocery stores
Q3 July - SeptemberGas Stations
EV Charging
Select Live Entertainment		Gas Stations and Digital WalletsGas stations
Home improvement stores
Q4 October - DecemberPayPal
Wholesale Clubs
Select Charities		Amazon.com and TargetGrocery Stores
2022Rewards Categories with bonus 5% cash back 2022
Q1 January - MarchGrocery stores; eBay.Grocery stores; fitness clubs and gym memberships.Amazon; select streaming services.
Q2 April - JuneAmazon.com; select streaming services.Gas stations; Target.Grocery stores; drugstores.
Q3 July - SeptemberGas stations; car rentals; movie theaters; select live entertainment.Restaurants; PayPal.Gas stations; home improvement stores.
Q4 October - DecemberPayPal; Walmart.Amazon.com; digital wallets.Restaurants; select travel.
2021Rewards Categories with bonus 5% cash back 2021
Q1 January - MarchWholesale clubs; select streaming services; internet, cable and phone services.Grocery stores (including Walmart Grocery Pickup & Delivery); CVS and Walgreens.Amazon; select streaming services.
Q2 April - JuneGas stations; home improvement stores.Gas stations; wholesale clubs; select streaming services.Supermarkets; drugstores.
Q3 July - SeptemberGrocery stores; select streaming services.Restaurants; PayPal.Gas stations; home improvement stores.
Q4 October - DecemberWalmart; PayPal.Amazon.com; Target.com; Walmart.com.Restaurants; Best Buy.
2020Rewards Categories with bonus 5% cash back 2020
Q1 January - MarchGas stations; select streaming services; internet, cable and phone services.Grocery stores; CVS and Walgreens.Fitness clubs; supermarkets.
Q2 April - JuneGrocery stores; gym memberships and fitness clubs; select streaming services.Gas stations; Uber and Lyft; wholesale clubs; Home Depot (June only).Drugstores; Amazon.com.
Q3 July - SeptemberAmazon.com and Whole Foods Market.Restaurants; PayPal.Home improvement stores; streaming services.
Q4 October - DecemberWalmart; PayPal.Amazon.com; Target.com; Walmart.com; Best Buy (Nov. 25 to Dec. 31 only).Best Buy; online purchases from warehouse clubs.
2019Rewards Categories with bonus 5% cash back 2019
Q1 January - MarchGas stations; tolls; drugstores.Grocery stores.Gas stations; Home Depot.
Q2 April - JuneHome improvement stores; grocery stores.Gas stations; Uber and Lyft.Drugstores; fitness clubs.
Q3 July - SeptemberGas stations; select streaming services.Restaurants; PayPal.Airlines and car rentals.
Q4 October - DecemberDepartment stores; PayPal and Chase Pay.Amazon.com; Target (in-store and online); Walmart.com.Best Buy and department stores.
2018Rewards Categories with bonus 5% cash back 2018
Q1 January - MarchGas Stations
Internet/Cable/Phone Services
Chase Pay
Android Pay
Apple Pay
Samsung Pay		Gas Stations & Wholesale ClubsGas Station
Car Rentals
Q2 April - JuneGrocery stores
Chase Pay
Paypal		Grocery stores
Home Depot
Home furnishing Stores
Q3 July - SeptemberGas Stations
Lyft
Walgreens		Restaurants
Airlines
Movies
Q4 October - DecemberDepartment stores
Wholesale clubs
Chase Pay		Amazon.com & Wholesale ClubsBest Buy
Department stores
2017Rewards Categories with bonus 5% cash back 2017
Q1 January - MarchGas stations and local commuter transportation (not including parking, tolls or Amtrak)Gas Stations
Ground Transportation
Wholesale Clubs		Home Depot and Home Furnishing Stores
Q2 April - JuneGrocery stores and drug storesHome Improvement
Wholesale Clubs		Drugstores and Fitness Clubs
Q3 July - SeptemberRestaurants and movie theatersRestaurantsHilton and Airlines
Q4 October - DecemberWalmart and department storesAmazon
Target		Best Buy and Department Stores
2016Rewards Categories with bonus 5% cash back 2016
Q1 January - MarchGas Stations
Local Commuter Transportation		Gas
Ground Transportation		Home Depot
Home Furnishing Stores
Q2 April - JuneGrocery StoresRestaurants and MoviesDrug Stores
Fitness Clubs
Q3 July - SeptemberRestaurantsSummer spruce upCar Rental
Hilton
Q4 October - DecemberWalmart
Department Stores		Amazon.com
Department Stores
Clothing Stores		Best Buy
Department Stores
2015Rewards Categories with bonus 5% cash back 2015
Q1 January - MarchGrocery Stores
Movie Theaters
Starbucks Stores		Gas
Ground Transportation		Macy's
Home Furnishing Stores
Q2 April - JuneRestaurantsRestaurants and MoviesHome & Garden Stores
Q3 July - SeptemberGas StationsSummer spruce upAirlines
Hilton
Q4 October - DecemberAmazon.com
Zappos
Diapers.com
Audible.com		Amazon.com
Department Stores
Clothing Stores		Best Buy
Department Stores
LimitsLimit On 5% Bonus
Unless otherwise noted for any quater5% rewards limited to $1,500 in spending for the quarter (or $75 in rewards at 5%) 5% rewards limited to $1,500 in spending for the quarter (or $75 in rewards at 5%)Total rewards limited to $300 annually (or $6000 in spending at 5%)