To initiate a request to transfer positions from the IBKR Mobile app:
- Tap the Account menu icon (head and shoulders) in the top left corner of the app.
- Swipe up and tap Transfer Positions.
- A mobile version of Client Portal will open on your device.
- Select Incoming, Outgoing or Internal.
- Select a transfer method and follow the prompts on the screen.
Please Note
- You may be prompted to provide the institution name, account number, account title and tax ID number associated with the account you are transferring and specific information about the assets being transferred.
- Cryptocurrency positions cannot be transferred.
Additional Information
- What methods are available to transfer positions into my account?
- How do I transfer my entire account with another U.S. broker to IBKR?
- How do I submit an inbound position transfer via ATON?
- How do I request an inbound position transfer via DRS?
- How do I submit an inbound position transfer via DWAC?
- How do I submit an inbound position transfer via DTC?
- How do I submit an inbound position transfer for European or Asian positions?
- What products can I transfer from another broker to IBKR?
- Can a security be transferred into my account?
- Can I receive a positions transfer from a third party?
- How do I transfer positions out of IBKR?
- Can I transfer my positions to another party?