Account Structure
When you open an Investeringssparkonto (ISK) account at IBKR, a General Investment Account (GIA)—an individual taxable account—is automatically created and linked to your ISK.
Funding Process
Funding your ISK requires two steps:
Step 1: Deposit Cash to Your General Investment Account (GIA)
Transfer cash from your bank account to your IBKR General Investment Account
Step 2: Contribute to Your Investeringssparkonto (ISK) Account
Move funds from your GIA to your ISK account (this is a taxable contribution for Swedish tax purposes).
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How to Complete Each Step
Step 1: Deposit funds to your General Investment Account (GIA):
Use the button above to initiate a deposit to your IBKR GIA account. Alternatively, follow the steps below:
- Log in to Client Portal.
- If you have multiple accounts the Account Selector will slide in from the top right corner.
- From the Transfer & Pay menu select Transfer Funds and then Deposit Funds.
- Select one of the saved deposit instructions and follow the prompts on the screen.
- Alternatively, create a new deposit instruction by selecting the Currency of the deposit from the drop-down menu.
- Click Connect or Get Instructions for the method you will use to transfer funds.
- Follow the remaining instructions provided to initiate the transfer with your bank.
Step 2: Contribute to your ISK Account:
- Log in to Client Portal
- From the Transfer & Pay menu select Transfer Funds
- Then select your ISK Account from the account selector
- Click Contribute
- Follow the on-screen instructions and confirm
Important Currency Information
- Your GIA can accept deposits in multiple currencies
- ISK contributions can ONLY be made in SEK.
Additional Information
The material contained herein is for general information only and is not intended to serve, and should not be construed as, tax, legal or investment advice. Please consult your own advisors.