Yes, you can transfer funds or positions between IBKR accounts through the Client Portal in two ways:
- Between accounts with identical titles (same name/ownership)
- Between accounts with different titles but documented ownership connections (limited to eligible account types)
For accounts with different titles, IBKR only allows specific relationship transfers. These include transfers from:
- Individual/Joint to Organization solely owned by the individual(s) (equal ownership)
- Individual/Joint to Organization majority owned by the individual(s) (equal ownership)
- Organization solely owned by an individual to that same individual's personal account
- Individual/Joint to Trust where the individual(s) is/are the grantor(s)
- Revocable Trust to Individual/Joint account of the grantor(s)
- Trust to sole beneficiary account
To initiate a new transfer request, follow these steps:
- Log in to Client Portal of your existing IBKR account
- Select Transfer & Pay followed by either Transfer Funds or Transfer Positions
- Select Transfer Funds Between Accounts or Internal Transfer between your IBKR accounts
- Follow the prompts in order to complete your request.
To complete an internal account transfer, you will need to meet several requirements. First, you must possess login credentials for both the source and destination accounts involved in the transfer. Additionally, you are required to provide supporting documentation that proves the ownership connection between these accounts. This documentation can be uploaded either during the initial transfer request or at a later time through the Transaction Status & History section. Please be aware that your transfer request will not be processed and may ultimately expire if you fail to provide the necessary supporting documentation in a timely manner.
The system will specify required document types during the transfer process based on your account types and entities. Examples include:
- Official trust documents
- Operating agreements with defined ownership details
- Other legal documentation confirming the ownership relationship
IBKR will reject requests if the individual is not the documented beneficiary of both accounts.
Examples of Non-Permitted Transfers:
- Husband associating with wife`s account is not permitted.
- Family and Friends associating accounts is not permitted.
- Organizational accounts to Trust accounts and vice versa is not permitted.
- Trust to individual that is not the sole beneficiary of the Trust is not permitted.
- Any accounts to Hedge Fund is not permitted.
While most transfers must meet our automated processing criteria, exceptional cases may be reviewed manually. Click here for the steps to contact Client Services through Message Center only if you believe your situation requires special consideration.
Please Note
- The manual transfer is not guaranteed to be approved.
- Cryptocurrency positions cannot be transferred.
- The process may take several weeks to complete.
- Transfer of Cash and/or Securities are only permitted if the destination account is eligible to carry those.
- Once you submit your request via ticket, a Client Services representative will be in contact with you to proceed with the transfer.
Additional Information
- How do I request a manual transfer of assets between two IBKR accounts?
- Transferring Funds Internally available in our User Guides
- How do I transfer funds or positions between Interactive Brokers accounts?
- Can I transfer funds or positions internally from an individual account to a joint account?
- Can I transfer funds or positions internally from an organization account to an individual account?