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(Direct Registration System) is used to transfer shares that are held electronically (book-entry) at a Transfer Agent.\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to transfer assets via DRS:\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>Click \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> followed by \u003Cstrong>Transfer Positions\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Incoming\u003C\u002Fstrong> \u003C\u002Fli>\u003C\u002Fol>\n\n\u003Col start=\"4\">\u003Cli>Select the \u003Cstrong>Region\u003C\u002Fstrong> (\"United States\") of the delivering firm\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Transfer Shares Held at Transfer Agent\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click \u003Cstrong>SELECT\u003C\u002Fstrong> button and enter broker information\u003C\u002Fli>\u003Cli>Click \u003Cstrong>CONTINUE\u003C\u002Fstrong> button\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Checklist:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Names must match\u003C\u002Fli>\u003Cli>SSN\u002FTIN numbers must match\u003C\u002Fli>\u003Cli>Account Ownership must match\u003C\u002Fli>\u003C\u002Ful>\u003Cp>If the details do not match, then check the \u003Cstrong>Edit\u003C\u002Fstrong> box next to the \u003Cstrong>Account Title\u003C\u002Fstrong> and \u003Cstrong>Tax Identification Number (TIN)\u003C\u002Fstrong> fields to make corrections. An acknowledgement message will appear for edits that requires the client's authorization. In the case of a name change (due to marriage, divorce, gender changes, shortening of names or different version of names at Transfer Agent and IB, etc.), the \"\u003Cstrong>Upload Verification Document\u003C\u002Fstrong>\" section will be made visible to the Client in order to upload supporting documentation. Please allow additional time for review of name changes.\u003C\u002Fp>\u003Cp>\u003Cstrong>What are the next steps?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Nothing is needed from your end. \u003C\u002Fli>\u003Cli>Once DRS Transfer has been initiated, you may \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">monitor the status of your transfer request\u003C\u002Fa> through the Transfer & Pay then select Transaction History menu options in Client Portal.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Timing\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>While transfer agents typically respond to a request in 1 to 3 days, requests may take up to 30 days to complete.\u003C\u002Fli>\u003Cli>IBKR will provide status on your transfer under \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">Transaction Status & History\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Fees\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>DRS Settled\u002FRejected transactions will be assessed a fee as per our website. A minimum of USD 100 in available funds is required to cover potential rejection fees. If this minimum is not met, your transfer will be rejected. As requirements may vary depending on factors such as your account's entity or account type (cash vs. margin), we recommend funding with a small buffer above the stated minimum to help avoid rejections caused by FX conversion calculations.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>If your account does not have a valid W-9 on file with a US Tax ID number (Social Security number or TIN), we will use a default Tax Identification Number (999999999) when submitting the DRS request. If this is inconsistent with the information on your account with the agent, you may edit it in Client Portal to match that of your DRS Transfer Agent. If you are unsure if a Tax ID number should be used for your request, you should reach out to the Transfer Agent to confirm or please \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=Support\">contact Client Services via Message Center\u003C\u002Fa> for assistance in processing the DRS transfer manually before submitting the request online. Non matching Tax Identification numbers will lead to a rejection and the applicable fee will be charged.\u003C\u002Fli>\u003Cli>If your transfer request includes securities held in multiple accounts at the agent, submit separate requests for each account.\u003C\u002Fli>\u003Cli>IBKR may not accept certain transfers of US micro-cap stocks.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong> \u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1544&p=transfer\">Overview of the Direct Registration System (DRS)\u003C\u002Fa> available on our website\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F111474389\">How can I submit a US DRS transfer request online if my Tax-ID number does not match?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F34496470\">How can I submit an inbound position transfer for a Canadian DRS?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F73524953\">How do I transfer shares previously held in an employee share ownership plan?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F715776108\">Is there a fee associated with a DRS transfer?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1205,1211],{"id":297,"title":298,"feedback_context":1206},{"request_context":1207,"type":1208,"id":297,"faq_id":297,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv4-1f44fca4-a758-4e5a-98fd-c8d430fd1d8a","FAQ_NAVIGATION",1794517456758,"3c8275b4-3cb8-4e32-b223-4567213c952a",{"id":314,"title":315,"feedback_context":1212},{"request_context":1207,"type":1208,"id":314,"faq_id":314,"timestamp":1209,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=DRS\">REQUEST INBOUND POSITION TRANSFER VIA DRS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>DRS (Direct Registration System) is used to transfer shares that are held electronically (book-entry) at a Transfer Agent…\u003C\u002Fp>",[1215,1227,1234,1241],{"id":1216,"title":1217,"feedback_context":1218,"short_description":1221,"source":1222},"1128478092","Australian free payment transfer of global securities transfer FAQs",{"request_context":1207,"type":1219,"id":1216,"faq_id":1216,"timestamp":1220,"cir_id":1210},"FAQ_SIMILAR",1794517456779,"\u003Cp>\u003Cstrong>How do I submit an inbound position transfer from a financial institution located in Australia?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fndcdyn.interactivebrokers.com\u002Fsso\u002FLogin?action=TransferPositions&type=POSITION_INBOUND&method=ASSET_TRANSFER\">Transfer Positions\u003C\u002Fa>…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1225,"sourceType":1226},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1128478092","FAQ",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232},"75318718","How do I request an outbound position transfer via DRS?",{"request_context":1207,"type":1219,"id":1228,"faq_id":1228,"timestamp":1220,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_OUTBOUND\">TRANSFER POSITIONS OUT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>IBKR offers the ability to request an outbound position transfer via DRS through the Client Portal…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1233,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=75318718",{"id":1235,"title":1236,"feedback_context":1237,"short_description":1238,"source":1239},"38465444","How can I transfer Canadian shares from my Solium account to IB Canada?",{"request_context":1207,"type":1219,"id":1235,"faq_id":1235,"timestamp":1220,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ASSET_TRANSFER\">TRANSFER POSITIONS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the steps below to submit an inbound position transfer from a bank or broker outside of the U.S. or Canada:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1240,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=38465444",{"id":1242,"title":1243,"feedback_context":1244,"short_description":1245,"source":1246},"41562848","How do I transfer U.S. government securities to my IBKR account?",{"request_context":1207,"type":1219,"id":1242,"faq_id":1242,"timestamp":1220,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ASSET_TRANSFER\">TRANSFER POSITIONS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>IBKR accepts the transfer of U.S. government securities via the Federal Reserve Bank through our agent bank, BMO Harris. The following steps are required to initiate a transfer:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1247,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=41562848",{"request_context":1207,"type":1249,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT"]