Transfer your portfolio.
Earn a 1% match.
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Brokerage accounts
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IRAs
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Business Accounts
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401(k) rollovers
The bigger your portfolio, the bigger your bonus. It's that simple.
Get 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
You can transfer and roll over accounts from most US-based brokerages. It doesn't require selling positions, and it won't trigger a taxable event.
Earn your 1% match
Your 1% match is paid out monthly. You'll receive it progressively over time, with no retention period or clawback on payments you've already received.
Plus, we’ll cover up to $100 in transfer fees from your old brokerage.
Same investments.
New home.
Consolidate your entire portfolio
We accept transfers of brokerage accounts, IRAs, 401(k) rollovers, and business accounts—including stocks, ETFs, bonds, options, crypto, and cash.
Seamlessly transfer your accounts
Once you initiate your transfer, we use ACATS—an automated, industry-standard system—to move your assets. You’ll stay updated every step of the way.
Move with zero tax consequences
Transferring your account to Public does not involve selling your assets or triggering a taxable event. Your cost basis will move with your assets.
Have an account valued
at $500,000 or more?
Gain access to Public Concierge, an exclusive program for select investors.
Your benefits include
- VIP, white-glove support
- Exclusive invitations and events
- Personalized opportunities
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 investing Agents
- 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
