How can I transfer my existing IBKR account to my new IBKR account that is held under a different entity?

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.

IBKR allows a "FULL Transfer" request from an existing IBKR account to a new IBKR account under a different entity. To do this:

  1. Log in to Client Portal of your existing IBKR account
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Account Configuration section
  1. Click Account Transfer
  2. Enter your new account number in the Destination Account field and enter your credentials for your new Account
  3. Proceed with the transfer request.

Note

  • If certain currencies or securities in your source account cannot be transferred to the new account, IBKR will provide a warning. You can then choose to either:
    1. Liquidate the ineligible cash/securities and request a new "Full Transfer" once completed, OR
    2. Cancel the transfer process entirely
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