Now Offering Up to a 3% Cash Match on Eligible Transfers and Contributions

Your retirement strategy deserves more than just a place to park your savings. Whether you’re transferring an existing IRA, starting a new one, or exploring tax-advantaged options, TradeUP offers a streamlined experience with meaningful incentives. From powerful account features to exclusive promotions, we make it easier to take control of your long-term financial goals.

Exclusive Promotions to Strengthen Your Retirement Strategy

To support your retirement planning, TradeUP offers limited-time promotions designed to help your savings grow:

  • Up to a 3% match when you transfer an existing IRA from another brokerage
  • 3% match on eligible new contributions

These offers provide a straightforward way to increase your savings without extra effort.

*Terms and conditions apply.

Additional Benefits for Eligible Clients

TradeUP goes beyond basic account options and tax benefits by offering innovative features designed to support your long-term financial growth:

Earn Interest Uninvested Cash

Idle funds in your IRA don’t have to go unused. TradeUP offers competitive interest on uninvested cash, helping every dollar contribute to your retirement plan.

Access to IPOs Within IRAs

Unlike many brokers, TradeUP allows qualified IRA account holders to invest in IPOs. This added flexibility gives you more opportunities to diversify and pursue long-term growth.

Streamlined Setup & Seamless Transfers

  • Fast Onboarding: Pre-filled applications and a user-friendly platform make starting your IRA simple and efficient.
  • Automated Transfers: ACAT support enables quick, secure movement of assets from other brokerages.
  • Rollover Assistance: Consolidate your retirement accounts, including 401(k)s and 403(b)s, with our guided rollover tools.

In addition, TradeUP offers eligible clients up to $300 in transfer credits for qualifying account transfers, demonstrating our commitment to providing a smarter, more rewarding way to plan for retirement.

Start Building Toward Your Goals Today

With built-in tools and promotional incentives, TradeUP IRAs are designed to give you an early advantage. Whether you’re consolidating old accounts or making your first contribution, now is a great time to make your move.

Open or transfer your IRA today to earn up to a 3% match and
take the next step toward your financial future.


Open Account Today

Disclaimer: The information on this post is for educational purposes only and should not be considered as tax advice. Please consult with a qualified tax advisor for personal tax guidance. The information contained in this material is for informational purposes only and is not intended to provide professional, investment, or any other type of advice or recommendation, nor does it create a fiduciary relationship. TradeUP does not make any representation or warranty, express or implied, regarding the accuracy, reliability, completeness, appropriateness, or sufficiency of any information included in this material. Certain information may have been provided by third-party sources, and while believed to be reliable, it has not been independently verified by TradeUP. Any investment decision should not be made solely in reliance on this material, as the information is subject to change without notice. Securities and derivatives transactions involve the risk of loss, including loss of principal. Past performance is no guarantee of future results. It is important to carefully consider the potential benefits and risks involved before making any investment decisions. Terms and Conditions apply when opening up an account. Visit TradeUP.com for details. Carefully consider all risks before investing, as investing in securities can lead to loss. © 2025 TradeUP Securities, Inc.