To see the methods available for your account, log into Client Portal and, from the menu, select Transfer & Pay followed by Transfer Positions then select the Region of the delivering firm.
See a complete list of all position transfer methods available to IBKR clients below, and select any of them to learn more:
- Automated Customer Account Transfer Service (ACATS)
- Automated Transfer Online Notification (ATON)
- Australian Issuer Sponsored Shares Transfer (SRN)
- Deposit/Withdrawal at Custodian (DWAC)
- Direct Registration System (DRS)
- Free of Payment Transfer of US Securities (FOP US)
- Free of Payment Transfer of Global Securities