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Charts",{"request_context":23,"type":24,"id":1192,"faq_id":1192,"timestamp":1100,"cir_id":26},{"request_context":23,"type":24,"id":1093,"faq_id":1093,"timestamp":992,"cir_id":26},{"request_context":23,"type":24,"id":985,"faq_id":985,"timestamp":1197,"cir_id":26},1794516751028,{"request_context":23,"type":295,"id":628,"faq_id":628,"timestamp":551,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1201,"server_version":1202,"session_id":1203,"id":1204,"question":1205,"answer":1206,"navigation":1207,"short_description":1216,"similars":1217,"feedback_context":1251},"FAQ_BROWSER_CONTENT","Jibotsrv3;1051699384","ae2dff52-b0e3-417a-8070-5aa55bd9fcb8","28227240","How do I transfer my entire account with another U.S. broker to IBKR?","\u003Cp>If your U.S. broker is a participant, you may request a transfer of that account to IBKR via a process referred to as ACATS (Automated Customer Account Transfer Service). This process allows for the electronic transfer of securities and cash through the depository with completion of the process taking anywhere between 4 to 8 business days.\u003C\u002Fp>\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ACATS\">INITIATE AN ACATS TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\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 \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> followed by \u003Cstrong>Transfer Positions\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Incoming\u003C\u002Fstrong> \u003C\u002Fli>\u003C\u002Fol>\n\n\u003Col start=\"4\">\u003Cli>Select the \u003Cstrong>Region\u003C\u002Fstrong> (\"United States\") of the delivering firm\u003C\u002Fli>\u003Cli>Select \u003Cstrong>ACATS (Automated Customer Account Transfer Service)\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click \u003Cstrong>SELECT\u003C\u002Fstrong> button and enter broker information\u003C\u002Fli>\u003Cli>Click \u003Cstrong>CONTINUE\u003C\u002Fstrong> button\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>What are the next steps?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Nothing is needed from your end. The process is automated.\u003C\u002Fli>\u003Cli>Once ACATS Transfer has been initiated, you may \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">monitor the status of your transfer request\u003C\u002Fa> through the Transfer & Pay -> Transaction History menu options in Client Portal.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Timing\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>US securities and USD Cash transfer between 4 and 8 days and can be traded immediately.\u003C\u002Fli>\u003Cli>IBKR will provide status on your transfer under \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">Transaction Status & History\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Fees\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>IBKR does not charge a fee for the ACATS, however, your current broker may apply a fee to the outgoing transfer. The fee will be included on the transfer to your IBKR account.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>If transferring all assets and your account contains mutual funds not offered by IBKR, you may request that those funds be removed from the transfer request and remain with your current broker. This will minimize the possibility of your transfer request being rejected.\u003C\u002Fli>\u003Cli>You may not be able to withdraw your transferred assets for up to 30 days after receipt from your third-party broker.\u003C\u002Fli>\u003Cli>Futures and Cryptocurrency are not transferable.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">Monitor the status of your transfer request\u003C\u002Fa> through the Transfer & Pay and Transaction History menu options available in our Client Portal\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1544&p=transfer#funding_01\">Overview of ACATS on the Position Transfers page\u003C\u002Fa> available on our website\u003C\u002Fli>\u003C\u002Ful>",[1208,1214],{"id":297,"title":298,"feedback_context":1209},{"request_context":1210,"type":1211,"id":297,"faq_id":297,"timestamp":1212,"cir_id":1213},"faq-browser-public,faq-browser-1:Jibotsrv3-2f1c1b34-04b8-4d08-9d17-2b3d0c18fd6c","FAQ_NAVIGATION",1794516751050,"e1f452f7-bc92-42c1-b6ee-e3e858f26fb2",{"id":315,"title":316,"feedback_context":1215},{"request_context":1210,"type":1211,"id":315,"faq_id":315,"timestamp":1212,"cir_id":1213},"\u003Cp>If your U.S. broker is a participant, you may request a transfer of that account to IBKR via a process referred to as ACATS (Automated Customer Account Transfer Service). This process allows for the electronic transfer of securities and cash through the depository with completion of the process taking anywhere between 4 to 8 business days…\u003C\u002Fp>",[1218,1230,1237,1244],{"id":1219,"title":1220,"feedback_context":1221,"short_description":1224,"source":1225},"32647632","How do I transfer cash from another brokerage account to IBKR?",{"request_context":1210,"type":1222,"id":1219,"faq_id":1219,"timestamp":1223,"cir_id":1213},"FAQ_SIMILAR",1794516751073,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND YOUR ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Funds may be transferred from a third party broker either by selecting  \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1226,"title":1227,"link":1228,"sourceType":1229},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=32647632","FAQ",{"id":1231,"title":1232,"feedback_context":1233,"short_description":1234,"source":1235},"76144770","How do I transfer my existing IRA to Interactive Brokers?",{"request_context":1210,"type":1222,"id":1231,"faq_id":1231,"timestamp":1223,"cir_id":1213},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=POSITION_MGMT\">INITIATE AN ACATS TRANSFER NOW\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If the other broker participates in the Automated Customer Account Transfer Service (ACATS) program, you can transfer your existing IRA to Interactive Brokers via ACATS. Under normal circumstances, the ACATS transfer should take between four to eight business days…\u003C\u002Fp>",{"id":1226,"title":1227,"link":1236,"sourceType":1229},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=76144770",{"id":1238,"title":1239,"feedback_context":1240,"short_description":1241,"source":1242},"59314420","What is \"One-and-the-Same\" for an ACATS transfer?",{"request_context":1210,"type":1222,"id":1238,"faq_id":1238,"timestamp":1223,"cir_id":1213},"\u003Cp>\u003Cstrong>Account Title Mismatch\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>The account title at IBKR and your delivering broker must match exactly for an ACATS transfer to process successfully. This is one of the most common reasons transfers are rejected…\u003C\u002Fli>\u003C\u002Ful>",{"id":1226,"title":1227,"link":1243,"sourceType":1229},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=59314420",{"id":1245,"title":1246,"feedback_context":1247,"short_description":1248,"source":1249},"124627239","I do not want to accept the Brexit account migration. How do I transfer my account to another bank or broker?",{"request_context":1210,"type":1222,"id":1245,"faq_id":1245,"timestamp":1223,"cir_id":1213},"\u003Cp>You can follow one of the procedures described below to transfer your account to a financial institution outside of the Interactive Brokers Group (\"IBKR\"):\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F41563977\">How do I transfer positions (i.e. securities and contracts) to a bank or broker in Europe or in the United Kingdom?\u003C\u002Fa>…\u003C\u002Fli>\u003C\u002Ful>",{"id":1226,"title":1227,"link":1250,"sourceType":1229},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=124627239",{"request_context":1210,"type":1252,"id":1204,"faq_id":1204,"timestamp":1212,"cir_id":1213},"FAQ_CONTENT"]