Use the button above or follow the steps below to submit an outbound position transfer to a bank or broker outside of the U.S. or Canada:
- Log in to Client Portal
- Select the Transfer & Pay menu followed by Transfer Positions
- Select Outgoing
- Select the Region ("All Other Regions") of the receiving firm
- Select Free of Payment Transfer of Global Securities and provide your receiving Bank or Broker Information
- Click ADD ASSET, follow the prompts on the screen, and then click CONTINUE
- On the page that appears, click BACK if you need to modify the transfer request. If all is fine, type your signature in the Signature field and then click CONTINUE
- On the Confirmation screen, review your request and click FINISH
- Once you submit the request, please contact your receiving broker and inform them to create instructions to receive the shares.
You can track the progress of your transfer request via Client Portal under the Transfer & Pay menu followed by Transaction Status & History. Transfers may take from 4 to 8 business days to be completed depending on when the receiving institution responds to our request.
Find more information on the Funding Reference page of the IBKR website.
Please Note
- Once you submit the request, please contact your receiving broker and inform them to create instructions to receive the shares.
- When transferring Asian positions from your IBKR account, a charge applies to each request. Find more information on the Other Fees / Security Transfer Fees page of the IBKR website.
- Cryptocurrency positions cannot be transferred.
Additional Information