How can I initiate a TBSZ transfer from IBKR to another service provider?

You can transfer money to the TBSZ from your primary account. Money deposit is only allowed during the collection year.

Additional Information…

You can open a TBSZ directly in the Client Portal or initiate it as a new customer on the website, just like opening any other account. For existing customers, the account opening process takes only a few minutes.

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You can transfer a TBSZ in its entirety, including all assets in the account, to another provider.

This is possible even if you already have a TBSZ at the receiving service provider with the same collection year as the TBSZ you wish to transfer. In this case, the two TBSZs will merge…

You will receive notification in the Client Portal about the deadline for making the declaration and instructions on how to do it.

Additional Information…