Customers can transfer US stocks, options and cash held at another brokerage firm to IB through the National Securities Clearing Corporation's (NSCC) Automated Customer Account Transfer Service (ACATS). Requests for ACATs are made through Account Management.
IB accepts full and partial transfers of assets. Please note that IB only accepts products that are available for trading. Certain products such as Limited Partnership units cannot be held in your Interactive Brokers account. For initial account funding, your transfer must meet our Minimum Initial Deposit requirements or the transfer will be rejected. Under normal circumstances, the transfer will take between four and eight business days. Please note that you will not be able to withdraw any funds or transfer any assets to another broker for ten business days after an account transfer is received. To transfer assets, go to Account Management and select Deposits and Transfers.
If you would like to transfer cash only, we encourage you to electronically transfer funds from your current broker in order to expedite transfer.
Please note that according to ACATS protocol, standard transfers are always initiated on the receiving end, and therefore we do not initiate transfers out from IB to another broker. View FAQs on ACATS.
As is industry practice, we will not transfer options during their week of expiration.
Equity received via ACATS transfers may be unavailable for withdrawal or transfer for up to 30 days.