Instant account verification requires matching first and last names between accounts (middle names/initials optional). Joint IBKR account holders may connect to either a joint bank account with matching names or an individual account of either holder.
If the names on the accounts do not match, update your name at either IBKR or your bank.
Please Note
- The process to connect your bank account so that it can be used for ACH deposits and withdrawals can be initiated from your IBKR account or at your bank as described in the IBKR Knowledge Base.
Additional Information
- How do I change my name within my account?
- ACH transactions in our Users' Guide.
- How to Initiate ACH Transfers in our Knowledge Base