How can I set up a recurring deposit?

SET UP RECURRING DEPOSIT

Use the button above or follow the below procedure to set up a recurring deposit:

1. Log in to your IBKR account via Client Portal
2. Select the Transfer & Pay followed by Transfer Funds
3. Select Deposit Funds
4. Scroll down and choose the Currency of the deposit and the Method
5. Select YES to Save your bank information?

6. Type the Amount of your intended deposit
7. Check the box next to Make this a recurring transaction?

8. Complete all the fields, including a Recurring Transaction Name, the Frequency of recurrence (Monthly, Quarterly or Annually), and Start Date
9. If you want the deposit notification to recur indefinitely (no end date), select YES. Otherwise, select NO and then enter and End Date. Once complete, click CONTINUE to submit your deposit notification.

Please Note

• Once the deposit notification is complete, you may need to contact the institution that is transferring funds to initiate the transaction.

Additional Information

• How do I view my recurring deposits and withdrawals?
• How do I edit a recurring deposit or withdrawal?
• How do I cancel a recurring deposit or withdrawal?
• Transferring funds in our Users' Guide.