Can I transfer a portion of my account at another broker to Interactive Brokers?

REQUEST PARTIAL POSITION TRANSFER

Yes, you can request a partial transfer of an account to Interactive Brokers.

INITIATE POSITION TRANSFER

1. Log in to Client Portal
2. Click Transfer & Pay followed by Transfer Positions
3. Select Incoming 

4. Select the Region ("United States") of the delivering firm
5. Select ACATS (Automated Customer Account Transfer Service)
6. Click SELECT button and enter broker information
7. Click CONTINUE button

INITIATE ATON TRANSFER REQUEST

1. Log in to Client Portal
2. Click Transfer & Pay followed by Transfer Positions
3. Select Incoming 

4. Select the Region ("Canada") of the delivering firm
5. Select ATON (Automated Transfer Online Notification)
6. Click SELECT button and enter broker information
7. Click CONTINUE button

• For All Other Position Transfer Methods - Click Add Asset to specify the required additional information (product identification, number of shares/contracts, long/short designation, etc.) for the positions you wish to transfer.

Additional Information

• Position transfers in our Users' Guide.