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Transfer your
portfolio.

  • Icon Pencil Direct Indexing Brokerage accounts
  • Icon Dollar Direct Indexing IRAs
  • Icon Cash Direct Indexing 401(k) rollovers

The bigger your portfolio, the bigger your bonus. It's that simple.

Get started

Get your 1% match in 3 steps.

1

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.

2

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.

3

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 & conditions

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.

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Asset classes

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.

See terms & conditions

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

$500,000+

account value
  • White-glove support
  • Personalized offers
  • Exclusive invites

Get rewarded in 3 simple steps

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