How do I transfer positions out of Interactive Brokers via ACATS?

Overview

• If the other broker participates in the Automated Customer Account Transfer Service (ACATS) program, then contact your other broker to submit the transfer out electronically.
• If the other brokers is not ACATS eligible, they must provide outgoing trustee to trustee transfer paperwork or outgoing Direct Rollover paperwork. The completed documents…

ATON position transfers out of Interactive Brokers must be initiated by the receiving firm. Please contact the receiving broker and initiate an ATON transfer through them.

Please note while IBKR does not charge for incoming or outgoing ATON transfers, customers should consult with their sending or receiving firm to determine if there will be any applicable fees for the transfers…

INITIATE AN ACATS TRANSFER NOW

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…

No, IBKR does not charge a fee for an incoming or outgoing ACATS transfer.

While IBKR does not charge for incoming or outgoing ACATS transfers, customers should consult with their sending or receiving firm to determine if there will be any applicable fees on their end. Clients whose account has been transferred to IBKR using an industry convention referred to as “Negative Consent” will be charged a $100 processing fee if they transfer their accounts out of IBKR…