About this episode
Full review of this amazing brokerage transfer bonus from the Public stock app, including brokerage churning strategy, partial vs full ACATS transfers, using cash to meet tier requirements, and joint account eligibility. (0:00) - Why this bonus is amazing (4:33) - ACATS transfers 101 (8:38) - Strategy for brokerage bonuses (9:32) - Partial vs full ACATS transfer (10:40) - Buffer for tier qualification (11:38) - Transferring cash via ACATS (13:52) - Joint & individual accounts ------------------ 📬 Join the newsletter for show notes, links, and episode updates: thedailychurnpodcast.com ⚡️ View the live churn tracker for real-time updates on all the churns as they happen. ------------------ ♡ Enjoy this episode? 💌 Most people find the show through word of mouth. Please forward to a friend if you think they would enjoy it 🙏 ⭐️ Or if you have a bit of time, please consider leaving a rating or review on Apple or Spotify . The algorithm gods (and me) thank you for your sacrifice 🙇♂️ Have questions? Leave a comment to get answers, share datapoints, or just say hello 👋