The Concierge Tax and Estate pilot provides eligible customers access to complimentary tax filing and estate planning with a dedicated team of financial experts, plus a limited-time match on qualifying transfers from an outside brokerage. See terms for additional details.

This limited-time pilot is available for customers who transfer at least $500k in net new assets between January 12, 2026 and March 15, 2026, and maintain $1 million or more in assets on Robinhood.

Availability is limited, and enrollment will close once capacity is reached.

Request access

Tax filing

Work with a dedicated CPA or Enrolled Agent to prepare and file your tax returns, including:

• Individual, joint, and eligible business tax returns
• Federal and state returns
• Rental property income
• K-1 income
• Complex investment activity (such as high-volume trading, crypto, and capital gains)
• Foreign income or foreign assets reported on a US tax return
• Tax filing extensions when additional time is needed

Not included:

• Cross-border or dual-country filings
• US territory or possession filings
• International tax disputes or representation before foreign tax authorities

Tax preparation and filing services are provided by Taxfyle*.

Estate planning

Create or update key estate planning documents, including the following.

Core documents

• Revocable Living Trust (individual or joint)
• Last Will and Testament (including pour-over provisions)
• Durable Power of Attorney
• Health Care Power of Attorney or Advance Health Care Directive
• HIPAA Authorization
• Supporting trust documents (such as Certification of Trust, Schedule of Assets, and Tangible Personal Property Memorandum)

Additional support

• Funding letters and execution instructions
• Trust restatements (to amend or update an existing trust)
• Guardian appointments for minor children
• Burial instructions

Estate planning services are provided through Vanilla.*

A dedicated CFP® professional

Eligible customers will also have access to 1:1 appointments with a dedicated Certified Financial Planner® professional who can help coordinate services and guide next steps throughout the pilot.

To qualify for the Concierge Tax and Estate pilot, you must:

• Transfer or deposit at least $500,000 to Robinhood between January 12, 2026 and March 15, and
• Maintain $1 million or more in assets with Robinhood

Existing Concierge customers can also qualify by referring a friend who completes the required transfer and meets all eligibility criteria. To receive credit, your friend must submit the Concierge services access request form and include your Robinhood email address or username in the referral field.

Eligibility is evaluated based on assets held across your Robinhood accounts, excluding those held in a Robinhood checking account. Availability is limited, and enrollment will close once the pilot reaches capacity.

This offer may be combined with other eligible Robinhood offers.

To qualify for the match, you must reach the eligibility requirements above (complete an eligible transfer or deposit of at least $500K by March 15, 2026 and maintain $1M or more in assets).

You can earn a 1% cash bonus on new transfers into your self-directed, taxable Robinhood individual or joint investing account through ACATS between January 28, 2026 and March 15, 2026. Cannot be combined with other taxable ACATs offers.

The funds that earned the match must be kept in the account for at least 5 years to avoid a potential clawback of the match.

*Robinhood Financial LLC (“Robinhood”) does not provide tax preparation, tax filing, or estate planning services, including will or trust preparation. Tax preparation and filing services are offered through Tickmark, Inc. d/b/a Taxfyle (“Taxfyle”), and estate planning services are offered through Vanilla Technologies Inc. (“Vanilla”). Robinhood, Taxfyle, and Vanilla are separate and unrelated entities. Robinhood Financial is not responsible for, and does not guarantee, the content of these third-party services or the collection or use of information by the third-party services regarding its customers. Terms apply.