FUNDS TRANSFER or POSITIONS TRANSFER

Internal transfers are permitted in the Client Portal of your account between accounts with identical titles, or between certain account types that have different titles but documented ownership connections (limited to eligible account types)…

Internal transfers are permitted within Client Portal between accounts with identical titles, or between certain account types that have different titles but documented ownership connections (limited to specific eligible account types). Learn more about the eligible account types…

Interactive Brokers operates through multiple legal entities in different countries and regions. Each separate IBKR entity complies with local financial regulations and laws in their respective jurisdictions. Your Country of Legal Residence (COLR) determines which IBKR entity serves your account and governs your trading relationship. Each IBKR entity offers different investment products, account types, and currencies based on their regulatory requirements and local market access. The availability of certain securities and currencies depends on which entity holds your account…

REVIEW PERSONAL INFORMATION…

Yes, you can transfer funds or positions internally between individual and joint accounts through Client Portal when specific requirements are met.

Allowed Transfers:…

Yes, you can transfer funds or positions between IBKR accounts through the Client Portal in two ways:

1. Between accounts with identical titles (same name/ownership)
2. Between accounts with different titles but documented ownership connections…

Yes, you can transfer assets from a margin account to a cash through an internal transfer. Log in to Client Portal and select Transfer & Pay followed by Transfer Positions. From there, select…

FUNDS TRANSFER

To move funds from the IB UK (UK Regulated "-F") account to the Securities account, please take the following steps:…

Requirements

When requesting transfers between accounts with different titles but documented ownership connections, you must:…

We may allow transfers from an Organization account that you solely own to your Individual account.

Learn more about how to request a transfer here. …

Unfortunately it is not possible to set up a recurring internal transfer between IBKR accounts. You will simply want to log in to Client Portal and request an internal transfer each time you wish to transfer funds or positions internally. Go to the Transfer & Pay section, and choose either Transfer Funds or Transfer Positions depending on what you are trying to do. In both locations there will be tab menus at the top of the screen, select Internal Transfers. Follow the prompts in order to complete your request. Please note, Account Names, Tax IDs and Country of Legal Residence must match on both accounts in order for the request to be approved…

Yes, the original cost basis is maintained when positions are transferred in between Interactive Brokers accounts.

Additional Information…

Interactive Brokers registered accounts (TFSA, RRSP and Spousal RRSP) support cash & position transfers between matching account types. IBKR also supports contributions in CAD cash only (not positions) from IBKR non-registered to IBKR registered accounts, when the account title matches. Withdrawal from registered accounts to non-registered accounts is not supported…

DEPOSIT FUNDS INTO TFSA/RSP

Funding of the TFSA (Tax Free Savings Account) and RSP (Retirement Savings Plan) accounts is limited to CAD currency only and through available funding methods from an outside bank account (i.e. bill payment, electronic funds transfer or wire) or by an internal account transfer from an IB Canada taxable account…

An internal funds transfer request submitted during regular trading hours will transfer immediately. Requests submitted outside of regular trading hours will be processed the next business day.

Please Note…