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:
- Log in to Client Portal
- Click the Transfer & Pay menu followed by Transfer Positions
- Select Incoming
- Select the Region ("All Other Regions") of the delivering firm
- Select Free of Payment Transfer of Global Securities
- Follow the steps on the screen
If Solium ask you to provide a clearing code for Canadian Shares please provide IBKR`s CUID which is IBCI.