You will need to complete a Free of Payment (FOP) (US) notification to prepare your account for a Depository Trust Company (DTC) delivery. The DTC delivery instructions are presented at the end of the notification.
Use the button above or follow the below procedure to transfer assets via DTC:
- Log in to Client Portal
- Click Transfer & Pay followed by Transfer Positions
- Select Incoming column
- Select the Region ("United States") of the delivering firm
- Select Free of Payment Transfer of US Securities
- Provide details in the Enter Broker Information page
- Click the Continue button.
What are the next steps?
- IBKR has created a FOP notification for your FOP request.
- Instruct your third-party broker to send the requested shares FOP through the DTC to Interactive Brokers: DTC Number 0534.
- If your third-party broker requires an authorization form, click View Form to access our printable Authorization Form.
Timing
- Timing is wholly dependent on your broker delivering your securities to IBKR. Shares received are credited immediately to your account. This could be as soon as same day but check with your broker for guidelines.
- IBKR will provide status on your transfer under Transaction Status & History.
Fees
- IBKR does not charge a fee.
Please Note
- IBKR may not accept certain transfers of US micro-cap stocks.
- US FOP is not available for IRA accounts.
Additional Information
- Free of Payment (FOP) transfers available on our website