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Charts",{"request_context":23,"type":24,"id":1188,"faq_id":1188,"timestamp":647,"cir_id":26},{"request_context":23,"type":24,"id":1090,"faq_id":1090,"timestamp":989,"cir_id":26},{"request_context":23,"type":24,"id":982,"faq_id":982,"timestamp":989,"cir_id":26},{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":307,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1196,"server_version":1197,"session_id":1198,"id":1199,"question":1200,"answer":1201,"navigation":1202,"short_description":1211,"similars":1212,"feedback_context":1247},"FAQ_BROWSER_CONTENT","Jibotsrv4;-1227980863","294aec66-755f-4232-8879-e4ef44061789","38465119","How do I transfer a TFSA account from another financial institution to IBKR?","\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ATON\">INITIATE ATON TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>In order to transfer an existing TFSA account to IBKR, you will first have to open a TFSA account with IBKR.\u003C\u002Fp>\u003Cp>Once you have done that, you can request an ATON position transfer from Client Portal. Please ensure you have your correct broker information and your full account number. Also, please note that IBKR only accepts ATON transfers for registered accounts.\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to initiate an ATON transfer:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to your IBKR account via \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> followed by \u003Cstrong>Transfer Positions\u003C\u002Fstrong> \u003C\u002Fli>\u003Cli>Select \u003Cstrong>Inbound Position\u003C\u002Fstrong> from the Transaction Type menu\u003C\u002Fli>\u003Cli>Select \u003Cstrong>ATON\u003C\u002Fstrong> from the Method menu and provide your Broker Information.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Non-ATON Eligible Transfer\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To initiate a non-ATON transfer into a TFSA account:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Completion of IBKR's \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.ca\u002Fdownload\u002FTFSA-transfer-form.pdf\">\"RSP and TFSA Transfer\" Form\u003C\u002Fa>, requesting a CAD check for the proceeds of the account to be mailed to Interactive Brokers Canada as a transfer\n\u003Cul>\u003Cli>Interactive Brokers Canada\u003Cstrong>Attn: Document Processing\u003C\u002Fstrong>1800 McGill College Avenue, Suite 2106Montreal, QuebecH3A 3J6\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>Send the completed form to contra firm (current financial institution), and forward a copy to IBKR via ticket or by email to \u003Ca href=\"mailto:newaccounts.ca@interactivebrokers.com\">newaccounts.ca@interactivebrokers.com\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Only CAD is accepted, and a check must be made payable to Interactive Brokers Canada.\u003C\u002Fli>\u003Cli>Client's name and IBKR account number should be indicated within the memo section of the check, or on the accompanied transfer documents.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>What are the next steps?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Nothing is needed from your end. The process for ATON is automated.\u003C\u002Fp>\u003Cp>Once ATON 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\u002Fp>\u003Cp>\u003Cstrong>Timing\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>For ATON eligible brokers, most assets transfer between 3 to 8 business days, but it varies depending on your broker. \u003C\u002Fli>\u003Cli>For non-ATON eligible brokers, timing is wholly dependent on your broker delivering the check of the proceeds to IBKR. The check is also subject to a deposit hold for 6 business days.\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>\u003Cp>IBKR does not charge a fee for the transfer, however, your current broker may apply a fee to the outgoing transfer. The fee will be included on the transfer to your IBKR account. It is advised that you pre-fund your IBKR account to cover any fees charged by your broker.\u003C\u002Fp>\u003Cp> \u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>In some instances, brokers are not able to transfer TFSA accounts via ATON if the account is currently being held on the banking level of the financial institution instead of the brokerage side. In these cases, you will want to request that your current financial institution transfer your banking level account to the brokerage level and request an ATON transfer in Client Portal. Please note, transfer fees charged by the delivery broker are not credited by IBKR.\u003C\u002Fli>\u003Cli>IBC does facilitate manual or \"non-ATON\" TFSA inbound transfers (from another financial institution).\u003C\u002Fli>\u003Cli>IBC does not support TFSA outbound or inbound transfers (to or from another financial institution) via Free of Payment (FOP) or Direct Registration Statement (DRS).\u003C\u002Fli>\u003C\u002Ful>\u003Cp> \u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=1544&p=transfer\">Account Transfer on Notification (ATON)\u003C\u002Fa> can be found on our website.\u003C\u002Fli>\u003C\u002Ful>",[1203,1209],{"id":296,"title":297,"feedback_context":1204},{"request_context":1205,"type":1206,"id":296,"faq_id":296,"timestamp":1207,"cir_id":1208},"faq-browser-public,faq-browser-1:Jibotsrv4-4ca36724-7d62-4f5c-8d88-c2ed4379fc21","FAQ_NAVIGATION",1794515170136,"6a3b2426-04e1-49d2-a967-20c2ea42d183",{"id":314,"title":315,"feedback_context":1210},{"request_context":1205,"type":1206,"id":314,"faq_id":314,"timestamp":1207,"cir_id":1208},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ATON\">INITIATE ATON TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>In order to transfer an existing TFSA account to IBKR, you will first have to open a TFSA account with IBKR…\u003C\u002Fp>",[1213,1225,1233,1240],{"id":1214,"title":1215,"feedback_context":1216,"short_description":1219,"source":1220},"38441297","How do I transfer a RSP account from another financial institution to IBKR?",{"request_context":1205,"type":1217,"id":1214,"faq_id":1214,"timestamp":1218,"cir_id":1208},"FAQ_SIMILAR",1794515170167,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ATON\">INITIATE ATON TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>In order to transfer an existing RRSP account to IBKR, you will first have to open a RRSP account with IBKR…\u003C\u002Fp>",{"id":1221,"title":1222,"link":1223,"sourceType":1224},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=38441297","FAQ",{"id":1226,"title":1227,"feedback_context":1228,"short_description":1230,"source":1231},"666623997","How to transfer my PEA account from IBKR to a new financial institution?",{"request_context":1205,"type":1217,"id":1226,"faq_id":1226,"timestamp":1229,"cir_id":1208},1794515170168,"\u003Cp>The PEA Transfer Position screen allows you to move your PEA account (Cash and Securities) from IBKR to another compatible PEA account at your other financial institution. Your financial institution and IBKR will coordinate the transfer upon your entry of the IBKR transfer-out request form in Client Portal. You will need to reach out to your financial institution to initiate the transfer and ensure they have received all that is required, such as complete forms or other verification's they may require from you. Please contact your current PEA service provider and follow their guidelines for accepting the transfer from IBKR…\u003C\u002Fp>",{"id":1221,"title":1222,"link":1232,"sourceType":1224},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=666623997",{"id":1234,"title":1235,"feedback_context":1236,"short_description":1237,"source":1238},"34498782","How do I transfer funds from a RSP\u002FTFSA account out of IBKR?",{"request_context":1205,"type":1217,"id":1234,"faq_id":1234,"timestamp":1229,"cir_id":1208},"\u003Cp>To request a transfer of funds from a TFSA or RSP out of IBKR, clients must contact the receiving firm and advise them to submit an electronic request using the ATON transfer system. We do not support FOP\u002FDRS transfers out for TFSA or RSP accounts…\u003C\u002Fp>",{"id":1221,"title":1222,"link":1239,"sourceType":1224},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=34498782",{"id":1241,"title":1242,"feedback_context":1243,"short_description":1244,"source":1245},"32668701","How do I submit an inbound position transfer via ATON?",{"request_context":1205,"type":1217,"id":1241,"faq_id":1241,"timestamp":1229,"cir_id":1208},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ATON\">INITIATE ATON TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to transfer assets from an account at a Canadian broker to your account at IBKR via ATON:…\u003C\u002Fp>",{"id":1221,"title":1222,"link":1246,"sourceType":1224},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=32668701",{"request_context":1205,"type":1248,"id":1199,"faq_id":1199,"timestamp":1207,"cir_id":1208},"FAQ_CONTENT"]