Can I transfer my NYESZ to IBKR?

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

Additional Information…

Your current TBSZ provider may ask you to provide the KELER code of IBKR to proceed with your transfer.

• IBKR's KELER code: 562000001…

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…

The "collection year" refers to the calendar year of opening the account, also known as year 0. You can only deposit money into the account during this calendar year. After the collection year, you can no longer make further deposits, but you can open a new TBSZ with the current calendar year as its collection year…