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Charts",{"request_context":23,"type":24,"id":1192,"faq_id":1192,"timestamp":1026,"cir_id":26},{"request_context":23,"type":24,"id":1094,"faq_id":1094,"timestamp":992,"cir_id":26},{"request_context":23,"type":24,"id":985,"faq_id":985,"timestamp":1197,"cir_id":26},1794517451507,{"request_context":23,"type":294,"id":628,"faq_id":628,"timestamp":308,"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":1218,"similars":1219,"feedback_context":1253},"FAQ_BROWSER_CONTENT","Jibotsrv3;837591260","d9583768-84b1-4203-9728-9ff713bb8baa","29082320","How can I make a charitable transfer of securities?","\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_OUTBOUND&method=ASSET_TRANSFER\">CHARITABLE TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>IBKR allows clients to gift shares to a charitable organization when certain conditions are met. Requests to transfer securities from an IBKR Individual, Joint, or Trust account to a qualified charity will be accepted under the following conditions:\u003C\u002Fp>\u003Cul>\u003Cli>The security is a U.S. stock, warrant, or bond;\u003C\u002Fli>\u003Cli>The security is eligible for transfer via DTC;\u003C\u002Fli>\u003Cli>The recipient is a recognized charity that qualifies as a 501(c)(3) organization and is capable of accepting DTC transfers.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Use the button above or follow the steps below to make a Charitable Stock Donation:\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>Select the \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> menu followed by \u003Cstrong>Transfer Positions\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Charitable Stock Donation\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Complete the \u003Cstrong>Donate Form\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>On the Confirmation screen, review your request and click \u003Cstrong>FINISH\u003C\u002Fstrong>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>If transferring only a portion of shares for any given security, your default tax lot identification method will be used for purposes of determining the cost basis of the securities transferred. This election cannot be changed once the securities have transferred. For additional details, see \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F28230709\">What is the default method for assigning tax lots?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>For Financial Advisor Clients the request is \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fupload\u002F#\u002Fcs\u002F4250\">submitted on the applicable Charitable Gift Transfer - Letter of Authorization\u003C\u002Fa>, which is subject to signature and\u002For verbal verification.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>For 501(c)(3) organizations, please refer to the \u003Ca href=\"http:\u002F\u002Fwww.irs.gov\">IRS\u003C\u002Fa>.\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F28238145\">How can I make a charitable donation from my IRA?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1208,1214,1216],{"id":541,"title":542,"feedback_context":1209},{"request_context":1210,"type":1211,"id":541,"faq_id":541,"timestamp":1212,"cir_id":1213},"faq-browser-public,faq-browser-1:Jibotsrv3-5a9ec8fc-914e-43b0-8fcd-fa440012e14e","FAQ_NAVIGATION",1794517451520,"5b4a8b6f-b45b-4c0d-aa62-ec2276fb6a20",{"id":594,"title":595,"feedback_context":1215},{"request_context":1210,"type":1211,"id":594,"faq_id":594,"timestamp":1212,"cir_id":1213},{"id":602,"title":603,"feedback_context":1217},{"request_context":1210,"type":1211,"id":602,"faq_id":602,"timestamp":1212,"cir_id":1213},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_OUTBOUND&method=ASSET_TRANSFER\">CHARITABLE TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>IBKR allows clients to gift shares to a charitable organization when certain conditions are met. Requests to transfer securities from an IBKR Individual, Joint, or Trust account to a qualified charity will be accepted under the following conditions:…\u003C\u002Fp>",[1220,1232,1239,1246],{"id":1221,"title":1222,"feedback_context":1223,"short_description":1226,"source":1227},"126545861","Why Is My Wise Deposit Not Yet Reflected in My IBKR Account?",{"request_context":1210,"type":1224,"id":1221,"faq_id":1221,"timestamp":1225,"cir_id":1213},"FAQ_SIMILAR",1794517451542,"\u003Cp>When depositing funds from a Wise account to your IBKR trading account, please be aware of the following:\u003C\u002Fp>\u003Cp>\u003Cstrong>Credit Hold Period\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1230,"sourceType":1231},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=126545861","FAQ",{"id":1233,"title":1234,"feedback_context":1235,"short_description":1236,"source":1237},"27271547","Can I transfer funds or positions internally from an organization account to an individual account?",{"request_context":1210,"type":1224,"id":1233,"faq_id":1233,"timestamp":1225,"cir_id":1213},"\u003Cp>We may allow transfers from an Organization account that you solely own to your Individual account.\u003C\u002Fp>\u003Cp>Learn more about how to request a transfer \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F40356932\">here\u003C\u002Fa>. …\u003C\u002Fp>",{"id":1228,"title":1229,"link":1238,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27271547",{"id":1240,"title":1241,"feedback_context":1242,"short_description":1243,"source":1244},"646020855","I am not a resident of the UK anymore. Can I transfer my ISA from another ISA manager into IBKR?",{"request_context":1210,"type":1224,"id":1240,"faq_id":1240,"timestamp":1225,"cir_id":1213},"\u003Cp>Please contact IBKR if you are not a resident of the UK at this time and would like to transfer an existing ISA account to IBKR. IBKR will assist you on opening the ISA account. Once your account has been activated, you can initiate the transfer of your ISA Account from your previous ISA Provider, where contributions have only been made when you were a UK resident…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1245,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=646020855",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251},"160425313","Where will my money go when I give to a charity in IMPACT?",{"request_context":1210,"type":1224,"id":1247,"faq_id":1247,"timestamp":1225,"cir_id":1213},"\u003Cp>\u003Cstrong>NOTE: The \"Give\" donation feature is currently only available to US residents.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>When you donate to a charity, the money you give is used to fund the organization's programs and services, but some of it is also used to help keep the charity running. The \"Where will my money go?\" section of a charity's description helps to show how efficiently a charity is being operated, and how your charitable donation is being allocated among programs, administrative tasks, and fund raising. We also show how a charity's numbers compare with the average. Note the summary line at the bottom of the section that begins with \"This charity spent...\" to see the tax year data used to calculate the percent values…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1252,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=160425313",{"request_context":1210,"type":1254,"id":1204,"faq_id":1204,"timestamp":1212,"cir_id":1213},"FAQ_CONTENT"]