ACAT transfer fee reimbursement

If your current broker-dealer charges a fee to transfer your account to etoro, we will reimburse you up to $100. To qualify, you must transfer eligible stocks, ETFs, and/or cash holdings with a combined value of at least $1,000 from another broker-dealer to your etoro account via the Automated Customer Account Transfer Service (ACAT).

Eligibility requirements

To be eligible for reimbursement, you must:

• Have a verified etoro USA Securities account in good standing.
• Initiate and complete an ACAT transfer of eligible assets (stocks, ETFs, and/or cash) totalling at least $1,000 in value from another broker-dealer into your etoro account.
• Submit documentation (e.g. a fee confirmation or account statement) showing the transfer fee charged by the transferring broker-dealer.

How do I request reimbursement?

Once your ACAT transfer is complete:

1. Obtain documentation from your transferring broker-dealer confirming the fee charged.
2. Submit the documentation to etoro Customer Support.
3. Upon verification, etoro will credit the reimbursement of up to $100 to your balance within 30 business days.

Key terms and limitations

• Maximum reimbursement — $100 per eligible transfer. etoro will not reimburse amounts exceeding the fee charged by the transferring broker-dealer.
• Eligible assets — stocks, ETFs, and cash holdings eligible for ACAT transfer to etoro. Mutual funds, fractional shares, and assets not supported by etoro are not eligible. The transferring account must be held in the same name as your etoro account.
• Transfer fee reimbursements — credited directly to your etoro brokerage account as an account credit. Reimbursements are not paid in cash and have no cash value outside of your account.
• One reimbursement per client — this reimbursement may be claimed once per person/account and is non-transferable.
• Documentation required — reimbursement will not be processed without documentation confirming the fee charged by the transferring broker-dealer. etoro reserves the right to request additional information to verify eligibility.
• Transfer completion — etoro is not responsible for delays or rejections arising from the transferring broker-dealer, ACAT processing times, or ineligible assets. Reimbursement is contingent on successful transfer settlement.
• Taxes — you are solely responsible for any tax obligations arising from receipt of the reimbursement of credit.

Additional terms

This reimbursement offer is subject to etoro's Customer Agreement and Privacy Policy. etoro reserves the right to modify or discontinue this offer at any time, to deny or recoup a reimbursement if fraudulent or abusive activity is detected, and to make final eligibility determinations at its sole discretion. This offer is available only to residents of states where etoro USA Securities, Inc. is authorised to conduct business. This offer is provided by etoro USA Securities, Inc., a registered broker-dealer (FINRA/SIPC).

etoro USA Securities, Inc. is a registered broker-dealer and member of FINRA and SIPC. This reimbursement is not investment advice. Investing involves risk, including the possible loss of principal. ACAT transfers are subject to DTCC/NSCC rules and the policies of the transferring broker-dealer. Not all securities are eligible for transfer.