How can I transfer U.S. shares from my Solium account to IB Canada?

Q: How can I transfer U.S. shares from my Solium account to IB Canada?

CREATE FOP TRANSFER NOTIFICATION In order to transfer U.S. shares from your Solium account to IBKR Canada, you will want to initiate the transfer from Solium and provide them with our DTC code: 0534. Once that is done you will want to create an FOP deposit notification in Client Portal: Log in to Client Portal Click Transfer & Pay followed by Transfer Positions Select Incoming Select the Region of the delivering firm Followed by Free of Payment Transfer of US Securities and fill in the information requested. Please note you can only transfer to an individual (cash or margin) account. Find more information on FOP transfers in our Users' Guide.

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Accepted Answer

CREATE FOP TRANSFER NOTIFICATION

In order to transfer U.S. shares from your Solium account to IBKR Canada, you will want to initiate the transfer from Solium and provide them with our DTC code: 0534. Once that is done you will want to create an FOP deposit notification in Client Portal:

Log in to Client Portal
Click Transfer & Pay followed by Transfer Positions
Select Incoming
Select the Region of the delivering firm
Followed by Free of Payment Transfer of US Securities and fill in the information requested.

Please note you can only transfer to an individual (cash or margin) account.

Find more information on FOP transfers in our Users' Guide.