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Charts",{"request_context":23,"type":24,"id":1190,"faq_id":1190,"timestamp":691,"cir_id":26},{"request_context":23,"type":24,"id":1092,"faq_id":1092,"timestamp":691,"cir_id":26},{"request_context":23,"type":24,"id":984,"faq_id":984,"timestamp":991,"cir_id":26},{"request_context":23,"type":294,"id":628,"faq_id":628,"timestamp":547,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1198,"server_version":1199,"session_id":1200,"id":1201,"question":1202,"answer":1203,"navigation":1204,"short_description":1213,"similars":1214,"feedback_context":1248},"FAQ_BROWSER_CONTENT","JFaqHTTP6;1920096479","7f54c776-277a-4eb0-baf4-da55be3fee90","1545953153","How do I modify ACATS?","\u003Ch4>Instructions\u003C\u002Fh4>\n\u003Cul>\u003Cli>Your ACATS transfer can only be completed if your account number matches your broker's required format; otherwise, the broker will reject the request. To help prevent this, if the account number you provide does not match your broker's expected format, we may delay transmission and notify you to confirm the number with your broker and update it if needed.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Details for updating the account number have been outlined below:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> menu followed by \u003Cstrong>Transaction Status and History\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click on the pending transfer request. The default search range starts 10 days in the past; update the start date as necessary.\n\u003Cul>\u003Cli>You can also use the Filter buttons on the right side to filter by Transaction Type, Method, or Status.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>Navigate to 'Next Steps' for additional guidance to validate the account number with your broker\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Modify\u003C\u002Fstrong> on the right bottom corner to update the account number\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Submit\u003C\u002Fstrong> to save these changes\u003C\u002Fli>\u003Cli>The summary detail pop-up will be displayed again, with the updated 'Account Number at Broker’ value.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>An update to a valid account number will prompt the transmission of your request to the delivering broker. An update to an invalid account number will not be permitted. If you believe the account number entered is valid, please click on \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=47047\">Get Help\u003C\u002Fa>\u003C\u002Fstrong> to contact customer service for further assistance.\u003C\u002Fp>\u003Chr\u002F>\u003Cp>\u003Cstrong>Additional Resources\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fcampus\u002Ftrading-lessons\u002Fcash-and-position-transfers\u002F\">Position Transfers in the Portal \u003C\u002Fa>available in IBKR Campus\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Ftrading\u002Faccount-management.php\">IBKR Client Porta\u003C\u002Fa>l available on our website\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Ffund-my-account.php\">Fund Your Account\u003C\u002Fa> available on our website\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fportal.interactivebrokers.com\u002FAccountManagement\u002FAmAuthentication?action=TransferPositions#!#560b8e3f-ed47-474c-a89c-52c81ba51bd2\">Transfer Positions\u003C\u002Fa> available in Client Portal \u003C\u002Fli>\u003C\u002Ful>",[1205,1211],{"id":297,"title":298,"feedback_context":1206},{"request_context":1207,"type":1208,"id":297,"faq_id":297,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:JFaqHTTP6-ce1f155b-af7f-473a-a530-3d843e0a555b","FAQ_NAVIGATION",1794511930634,"dc1c7f62-7af1-4379-8194-dae90e19f35f",{"id":315,"title":316,"feedback_context":1212},{"request_context":1207,"type":1208,"id":315,"faq_id":315,"timestamp":1209,"cir_id":1210},"\u003Ch4>Instructions\u003C\u002Fh4>\n\u003Cul>\u003Cli>Your ACATS transfer can only be completed if your account number matches your broker's required format; otherwise, the broker will reject the request. To help prevent this, if the account number you provide does not match your broker's expected format, we may delay transmission and notify you to confirm the number with your broker and update it if needed…\u003C\u002Fli>\u003C\u002Ful>",[1215,1227,1234,1241],{"id":1216,"title":1217,"feedback_context":1218,"short_description":1221,"source":1222},"1128482073","ACATS Transfer: Account Number Format Requirements",{"request_context":1207,"type":1219,"id":1216,"faq_id":1216,"timestamp":1220,"cir_id":1210},"FAQ_SIMILAR",1794511930660,"\u003Cp>\u003Cstrong>Your ACATS transfer can only be processed successfully if your account number matches your broker's required format\u003C\u002Fstrong> — otherwise, the broker will reject the request.\u003C\u002Fp>\u003Cul>\u003Cli>We recommend reviewing your account statement or confirming the correct account number format with your broker…\u003C\u002Fli>\u003C\u002Ful>",{"id":1223,"title":1224,"link":1225,"sourceType":1226},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1128482073","FAQ",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232},"1609411446","What are the criteria for a successful ACATS transfer?",{"request_context":1207,"type":1219,"id":1228,"faq_id":1228,"timestamp":1220,"cir_id":1210},"\u003Ch4>Things to Consider Before Transferring\u003C\u002Fh4>\u003Cp>A successful ACATS transfer depends on your account information matching exactly between IBKR and your other broker, along with a few other key criteria. Reviewing the items below before you submit your request can help avoid delays or rejections…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1233,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1609411446",{"id":1235,"title":1236,"feedback_context":1237,"short_description":1238,"source":1239},"772060161","What account format should I use for my broker to complete the ATON transfer?",{"request_context":1207,"type":1219,"id":1235,"faq_id":1235,"timestamp":1220,"cir_id":1210},"\u003Cp>When initiating an ATON transfer you are required to provide your account number at your broker but the account number listed on your statement may not be the complete account number required.  \u003C\u002Fp>\u003Cp>Please review the below chart with the correct Account Format for your current broker. If the account number on your statement does not match the format listed in the chart please contact your broker for the remaining \"check digits\"…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1240,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=772060161",{"id":1242,"title":1243,"feedback_context":1244,"short_description":1245,"source":1246},"646020954","Which account format do I have to use for my ISA transfer to avoid rejections of my transfer?",{"request_context":1207,"type":1219,"id":1242,"faq_id":1242,"timestamp":1220,"cir_id":1210},"\u003Cp>In order for your ISA Transfer to be completed successfully, your ISA provider must validate the account number provided on the request. If the account number is invalid, your broker will reject the request.\u003C\u002Fp>\u003Cp>IBKR recommends that clients review a copy of their brokerage statement to confirm their account number. We will provide below a list of some providers and their account format, however we urgent you please to confirm with your broker for accuracy and any questions…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1247,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=646020954",{"request_context":1207,"type":1249,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT"]