A Plan d'épargne en actions (PEA) Account is a stock savings plan. It is a tax-advantaged plan in which you can invest up to 150,000 euros in cash into the account to acquire certain shares in French and European companies. Provided you meet certain holding and operating conditions, the PEA allows you to benefit from…

After having created your Plan d'épargne en actions (PEA) Transfer request in your Client Portal, IBKR will provide you the "Certificat d'Identification" for you to download, sign, and upload in order for IBKR to reach out to your existing PEA Provider and initiate the transfer of your account. You can check the status of your transfer in the…

The processing times of your Plan d'épargne en actions (PEA) Account transfer vary from a few business days to month and strongly depends when your current financial institution start processing your transfer.

Note…

If your PEA transfer includes securities AND cash, IBKR may receive your securities first followed by the cash several days later. This is because your financial institution is required to make the final calculation and payment of the cash component. As a result, your transfer may show as 'Processed' in the Transaction History of your Client Portal even though your final cash payment is still pending receipt. You can check a few days later in your activity statement to confirm the cash was received in section Cash Deposit. …

After having created your Plan d'épargne en actions (PEA) Transfer request in Client Portal, IBKR will provide you the "Certificat d'Identification" for you to download, sign, and upload in order for IBKR to reach out to your existing PEA Provider and initiate the transfer of your account. We advise you to contact your existing PEA Provider and inform them about your wish to transfer your account. They may have their own procedure and forms to complete. It is recommended to provide them your signed "Certificat d'Identification" to speed up transfer resolution…

IB-IE offers access to PEA eligible products on markets outside of the eurozone. When trading an instrument denominated in a currency other than the euro, IB-IE will proceed to an automatic currency conversion…

Once your Plan d'épargne en actions (PEA) Account Transfer has been completed, your previous PEA Provider must send a "Transfer History Form"(Bordereau d'Informations Fiscales) with your tax relevant information and account opening date to IBKR. If this form has not been received then contribution of additional cash to your PEA Account or withdrawals are not possible…

You can trade and transfer the following securities in your Plan d'épargne en actions (PEA) Account:

• Shares of French and European companies and shares of companies subject to corporation tax and headquartered in a member state of the European Economic Area…

Any French individual tax resident over the age of 18 can open a Plan d'épargne en actions (PEA) Account, provided he or she does not already own one, and is fiscally independent. There can only be two PEA Accounts within a single tax household – the taxpayer’s and his/her spouse’s…

IBKR does not offer PEA-PME Accounts…

You can open a Plan d'épargne en actions (PEA) Account online by clicking on this link.

 Please Note…

Fractional share trading is not allowed in a PEA Account…

If you want to transfer your PEA account to another financial institution, please send a ticket to our Funds & Banking team through your Client Portal…

UPDATE COST BASIS FOR TRANSFERRED SECURITIES

The cost basis information associated with Plan d'épargne en actions (PEA) transferred positions (e.g., acquisition date and price) will not be automatically provided from the delivering institution during your PEA Account Transfer. Client will have to update the cost basis in Client Portal if required. Please reach out to the delivering institution in case confirmation of cost basis for the transferred positions is required. If the cost basis is not updated, then positions will be assigned with default cost basis values where the acquisition date is set to the date of transfer and the cost to the closing price of the security on the date of transfer…

FUND MY ACCOUNT

To transfer your Plan d'épargne en actions (PEA) Account from your current financial institution to IBKR please use the button above or log in to Client Portal and follow the steps:…