Funds may be transferred from a third party broker either by selecting FUND MY ACCOUNT or if it is a US Broker to US Broker, by using the Automated Customer Account Transfer Service (ACATS).
Use the button above to initiate a deposit to your IBKR account. Alternatively, follow the steps below:
- Log in to Client Portal.
- From the Transfer & Pay menu select Transfer Funds and then Deposit Funds**.**
- Select one of the saved deposit instructions and follow the prompts on the screen.
- Alternatively, create a new deposit instruction by selecting the Currency of the deposit from the drop-down menu.
- Click Connect or Get Instructions for the method you will use to transfer funds.
- Follow the remaining instructions provided to initiate the transfer with your bank.
Notes
- Upon completing the deposit notification, you may need to contact the institution that is transferring funds to initiate the transaction.
- You may be asked to provide the name and account number for the institution you are transferring funds from and the amount IBKR should expect to receive.
- As part of its anti-money laundering efforts, IBKR implements restrictions on certain client deposits and withdrawals.
Additional Information
- Funds Transfer Restrictions in the IBKR Knowledge Base.
- How to submit a funds transfer is available by following our FAQ How do I transfer funds to IBKR.
- Transferring via ACATS is available by following our FAQ How do I transfer my entire account with another U.S. broker to IBKR.