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Deals

Brokerage and Investing Tool Deals for October 2026

Every offer below was checked against the company’s own offer page in October 2026. Bonuses change fast, so the official page always wins if the two disagree. Offers drop off this page on their expiry date.

A bonus is never a good reason to pick a brokerage. Read the fee schedule and the exit costs first, because a $100 bonus does not cover a $100 transfer fee and a year of the wrong account. Cash bonuses are usually reported as taxable income.

These links go straight to each company. If a program ever pays for a link, the verdict stays the same. See how we make money.

Offers on this page

J.P. Morgan Self-Directed Investing

Up to $1,000 for new money

$50 for $5,000 to $24,999, $150 for $25,000 to $99,999, $325 for $100,000 to $249,999, and $1,000 for $250,000 or more. Fund within 45 days and keep the money in for 90 days. One bonus per customer per year; money moved from JPMorganChase accounts does not count.

Collected independently by The Witty Investor. Not provided or reviewed by J.P. Morgan Self-Directed Investing. Terms apply; check the official page before you sign up.

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Expires Jan 21, 2027 · Checked October 2026

E*TRADE

Up to $1,500 cash credit for new money (code OFFER26)

$50 for $1,000, $150 for $5,000, $300 for $20,000, $600 for $100,000, $1,000 for $200,000 and $1,500 for $500,000, with higher tiers up to $10,000 for $5 million or more. Open by Oct 31, 2026, fund within 60 days and keep the money in for 12 months. New clients, non-retirement brokerage accounts only.

Collected independently by The Witty Investor. Not provided or reviewed by E*TRADE. Terms apply; check the official page before you sign up.

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Expires Oct 31, 2026 · Checked October 2026

Betterment

$100 bonus for a $2,500 deposit

New clients who open an individual self-directed investing account and deposit at least $2,500 from outside Betterment. Deposits must settle by 11:59:59 PM ET on Nov 5, 2026, and $2,500 must stay in until the bonus is paid, on or around Nov 12, 2026.

Collected independently by The Witty Investor. Not provided or reviewed by Betterment. Terms apply; check the official page before you sign up.

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Expires Nov 5, 2026 · Checked October 2026

Public.com

1% match on brokerage and IRA transfers, no cap

Public matches 1% of the value you transfer in from another brokerage or retirement account, paid in 60 monthly installments. Withdrawals and transfers out reduce the payments that are left. No fixed end date; Public can end the offer at any time.

Collected independently by The Witty Investor. Not provided or reviewed by Public.com. Terms apply; check the official page before you sign up.

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Checked October 2026

Merrill Edge

Up to $600 with code 600ME

$100 for $20,000, $150 for $50,000, $250 for $100,000 and $600 for $200,000 or more in new money. Fund within 45 days of opening and keep the balance for 90 days. New Cash Management Accounts and IRAs only. No end date listed.

Collected independently by The Witty Investor. Not provided or reviewed by Merrill Edge. Terms apply; check the official page before you sign up.

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Checked October 2026

Betterment

Management fees waived on up to $75,000 for 182 days

Open an individual taxable investing account and deposit at least $100 within 15 days. Enroll by Dec 31, 2026.

Collected independently by The Witty Investor. Not provided or reviewed by Betterment. Terms apply; check the official page before you sign up.

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Expires Dec 31, 2026 · Checked October 2026

Betterment

Extra 0.75% APY on Cash Reserve

A 0.75% boost on top of the Cash Reserve base rate, which was 3.50% APY as of Sep 21, 2026. Rates can change. The boost covers up to $1 million and runs through Feb 15, 2027. See the official page for the deposit and timing rules.

Collected independently by The Witty Investor. Not provided or reviewed by Betterment. Terms apply; check the official page before you sign up.

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Expires Feb 15, 2027 · Checked October 2026

Morningstar Investor

7-day free trial

Morningstar's research platform for stocks and funds. After the trial it costs $34.95 a month or $249 a year.

Collected independently by The Witty Investor. Not provided or reviewed by Morningstar Investor. Terms apply; check the official page before you sign up.

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Checked October 2026

Composer

Free Starter plan for one automated strategy

Automate one strategy and build and backtest as many as you like for $0. Paid plans run $10 a month (Advanced) to $32 a month (Pro).

Collected independently by The Witty Investor. Not provided or reviewed by Composer. Terms apply; check the official page before you sign up.

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Checked October 2026

Track Your Dividends

7-day free trial of Premium

A dividend tracker with a free plan. Premium costs $9.99 a month or $99.99 a year after the trial.

Collected independently by The Witty Investor. Not provided or reviewed by Track Your Dividends. Terms apply; check the official page before you sign up.

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Checked October 2026

Sharesight

Free plan for up to 10 holdings

Portfolio and dividend tracking. Paid plans start at $7 a month, billed annually.

Collected independently by The Witty Investor. Not provided or reviewed by Sharesight. Terms apply; check the official page before you sign up.

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Checked October 2026

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