Transfer your
portfolio.
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Brokerage accounts
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IRAs
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401(k) rollovers
The bigger your portfolio, the bigger your bonus. It's that simple.
Get startedGet your 1% match in 3 steps.
Create your account
It only takes a few minutes to complete our secure signup process and start investing. You can access up to $250,000 in instant buying power.
Initiate your transfer
We accept transfers from nearly any US-based brokerage, and you don't have to sell your positions, letting your strategy continue uninterrupted.
Earn your 1% match
Most transfers are completed within 10 business days. We'll then apply your 1% match directly to your account—no extra hoops to jump through.
See terms and conditions of Public’s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time.
Before requesting a transfer to Public, please consider all fees charged by the delivering brokerage firm and any liquidations required by the delivering firm before the transfer can be completed. Certain assets are not supported by Public and will be ineligible for transfer. Learn more about Public’s brokerage account transfers, IRA transfers, and 401(k) rollovers.
Plus, we’ll cover up to $100 in transfer fees from your old brokerage.
Transfer your portfolio.
As is.
Securely transfer your account
We use ACATS, the secure, industry-standard system, to move your account. You don’t have to sell your investments; you can transfer everything as is.
Consolidate your entire portfolio
Public supports the transfer of brokerage accounts, IRAs, and 401(k) rollovers. You can bring your stocks, ETFs, bonds, cash, and options positions.
Transfer without triggering taxes
Because you aren’t selling your assets, you don’t trigger a taxable event. You can move your entire strategy without creating tax consequences.
This information is for educational purposes only and is not tax advice. Please consult your tax advisor or the IRS website for individual considerations.
More assets.
More access.
Your 1% match is just the start. Transfer $50,000 or more and get complimentary access to our most powerful tools and dedicated support—at no extra cost.
Premium
$50,000+
account value- Deeper insights and data
- Fee-free trading
- VIP account management
Concierge
$250,000+
account value- White-glove support
- Personalized offers
- Exclusive invites
Investing for those who take it seriously
On Public, you can build a multi-asset portfolio of stocks, options, bonds, crypto, and more, with AI-powered tools and transparent pricing.
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Multi-asset investing
- Industry-leading yields
- AI-powered insights
- Member of FINRA
- SIPC insurance
- Financial-grade security
- Trusted by millions
- US-based support
- Headquartered in NYC
Real people.
Ready to help.
Our US-based customer service team is standing by to help you transfer your accounts. Get in touch, and we can walk you through the entire process.
Have questions? Find answers.
How do I transfer my portfolio to Public?
You can start an Automated Customer Account Transfer (ACAT) directly in the Public app. Simply select “Transfer accounts to Public” from your account menu. It only takes a few minutes to initiate a transfer from another brokerage or retirement account provider. Plus, you can earn a 1% uncapped match.
Do I have to transfer my entire portfolio from my old brokerage?
We support both full and partial account transfers. A full transfer moves all assets from your old account to Public. This is a great option for consolidating your portfolio. A partial Transfer allows you to select specific stocks, ETFs, bonds, or other assets to move, leaving the rest in your other account.
My current brokerage charges a fee to transfer my account out. Will I have to pay that?
We’ve got you covered. While some brokerages charge an outgoing transfer fee, we’ll credit back up to $100. There are no incoming transfer fees.
Will I have to pay taxes on assets I transfer?
When you transfer assets from one brokerage to another, it does not trigger a taxable event. That’s because you are not selling your investments.
How long does it take to complete the transfer process?
While timelines can vary depending on your existing brokerage, most transfers are completed within 10 business days after your request is submitted.
What types of accounts and assets can I transfer to Public?
Public supports the transfer of brokerage accounts and IRAs, as well as 401(k) rollovers. You can move stocks, ETFs, bonds, options, and cash.
Get a 1% match
when you transfer
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