Got it. Tx. So a full 1 yr term it sounds then.Tradeup has a 90 day forfeiture clause, which requires not transferring out until 90 days have passed from the (last?) bonus payment.
If you ACATS in now, the soonest quarter end after the initial 90 day hold is 3/31/25 for the first payment. Then Q2, then Q3. Then hold for 90 days. So essentially after 2025 completes. To optimize a bit, you should ACATS in just before a quarter closes (eg towards, but before end of Dec 2024).
Statistics: Posted by bbrock — Wed Oct 09, 2024 8:56 pm — Replies 9042 — Views 1683403