To transfer securities and/or cash from your existing Investeringssparkonto (ISK) account at your other financial institution to IBKR please use the button above or follow the steps below:
- Log in to Client Portal
- From the Transfer & Pay menu select Transfer Funds
- Then select your ISK Account from the Account Selector
- Choose Transfer from Another Broker
- Follow the on-screen instructions and confirm
What happens next?
- IBKR will contact your current ISK Provider to initiate the transfer of securities/cash.
- If IBKR cannot support all your investments held at your existing ISK provider, we will contact you via your account's Message Center with further instructions.
Additional Information regarding acceptable securities:
What can I invest in from my ISK?
What is the difference between an ISK Account Transfer and contributing cash from your General Investment Account (GIA)?
- An ISK account transfer moves existing securities and cash from another ISK provider, and these assets maintain their existing status under ISK regulations since they were already part of the ISK system.
- A regular contribution involves depositing new funds into your ISK account from your GIA, which counts as a new deposit and will be included in your annual ISK tax calculations.
Note
IBKR does not provide any tax advice. For further information and guidelines please refer to the Swedish Tax Authority "Skatterverket" website:
What does my current financial institution need from me?
- Please contact your current ISK provider to provide your transfer order. They may have their own specific forms or procedures to complete the transfer of your securities/cash to IBKR.
How long does a transfer take?
Timing: From a few business days up to 30 calendar days. The actual timeframe depends on how quickly your current ISK provider responds to our transfer request and releases your securities.
-
- No transfer begins until your current ISK provider responds to IBKR's initial request.
- Track your transfer status under Transaction Status & History in Client Portal.
Are there any fees?
- IBKR: No transfer fees
- Your current ISK provider: May charge fees for outgoing transfers
What if my ISK provider is not available in the dropdown menu of available financial institutions?
- If your ISK provider does not appear in the list of available institutions:
- Contact us via your account's Message Center
- Provide the following information:
- Name of financial institution
- Location
- Contact email of their ISK Transfer Desk
Note
- IBKR does not allow internal transfers of securities from your GIA to your ISK account.
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.