If you request a inbound transfer and your financial institution is located in Australia, IBKR will ask you to print, sign and upload a "Transfer Form - Letter of Authorization", which IBKR will sent to your Financial Institution to initiate the transfer process.
You have multiple options to upload the "Transfer Form - Letter of Authorization" in Client Portal:
- During transfer creation following the above steps, you will have an option to directly upload the signed Transfer Form through the Client Portal.
If you confirmed your transfer without uploading the Transfer Form, you will have the option to upload via:
- The Transaction Status & History in Client Portal will show you the pending transfer and an option to upload the transfer form.
- The Pending Items in Client Portal will show you the pending tasks to complete. Click the Notifications (bell) icon in the top right corner.