FUNDS TRANSFER or POSITIONS TRANSFER
Internal transfers are permitted in the Client Portal of your account between accounts with identical titles, or between certain account types that have different titles but documented ownership connections (limited to eligible account types).
Individuals on both accounts must have the following information consistent to qualify for internal transfers:
- Full Name
- Tax ID Numbers (and Countries)
- Identification Numbers (and Types)
- Country of Legal Residency
If you need to update your account profile, then follow the steps listed here. Please allow 24 hours for your account profile to update before you try again.
To transfer funds or positions internally between IBKR accounts please follow the steps below:
- Log into your IBKR account via Client Portal
- Select Transfer & Pay followed by either Transfer Funds or Transfer Positions
- Select Transfer Funds Between Accounts or Internal Transfer between your IBKR accounts
- Follow the prompts in order to complete your request.
If your new IBKR account is held at a different IBKR entity, then follow the steps listed here.
Please Note
- Individual to Joint Account transfer is supported if above information is consistent.
- Internal position transfers are rejected if the account is not yet funded. Please try to transfer funds internally first and then the positions on the following business day.
- Please be aware the request can be set up the following day after an account is opened.
- If you recently deposited funds into your account, please be aware that withdrawal restrictions apply to internal transfers as well.
- Cryptocurrency positions cannot be transferred.
- Transfer of Cash and/or Securities are only permitted if the destination account is eligible to carry those.
Additional Information