How do I access Transfer & Pay features in IBKR Mobile?

Deposit and withdraw funds, transfer positions and monitor your transaction history from within IBKR Mobile.

To Deposit or Withdraw funds

  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app.
  2. Tap either the Deposit Funds button or the Withdraw button.
  3. Follow the prompts on the screen as you would do on your desktop version of Client Portal

To transfer positions

  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app.
  2. Swipe up and tap Transfer Positions.
  3. Follow the prompts on the screen as you would do on your desktop version of Client Portal

To see your transaction history

  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app.
  2. Tap Transactions, then use the tabs along the top of the page to view Orders, Trades, Transfers, Recurring Investments, Check Deposits, and Direct Debits.

Additional Information

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