IBKR accepts requests to transfer positions either internally or externally to accounts with like ownership and identical titles. Other than donations to a qualified charity, IBKR generally does not process 3rd party position transfers due to legal, tax and estate considerations as well as regulations which can prohibit such transfers (e.g., derivative contracts) .
Any requests for internal transfers to non-like ownership may be submitted via the Secure Message Center.
Please Note
- Internal transfer requests are subject to Compliance and Legal review and are not guaranteed to be approved.