What is Interactive Brokers' SWIFT code for an inbound Positions Transfer?

ACATS position transfers out of Interactive Brokers must be initiated by the receiving firm. Please contact the receiving broker and initiate an ACATS transfer through them.

Please Note…

Overview

• If the other broker participates in the Automated Customer Account Transfer Service (ACATS) program, then contact your other broker to submit the transfer out electronically.
• If the other brokers is not ACATS eligible, they must provide outgoing trustee to trustee transfer paperwork or outgoing Direct Rollover paperwork. The completed documents…

ATON position transfers out of Interactive Brokers must be initiated by the receiving firm. Please contact the receiving broker and initiate an ATON transfer through them.

Please note while IBKR does not charge for incoming or outgoing ATON transfers, customers should consult with their sending or receiving firm to determine if there will be any applicable fees for the transfers…

The PEA Transfer Position screen allows you to move your PEA account (Cash and Securities) from IBKR to another compatible PEA account at your other financial institution. Your financial institution and IBKR will coordinate the transfer upon your entry of the IBKR transfer-out request form in Client Portal. You will need to reach out to your financial institution to initiate the transfer and ensure they have received all that is required, such as complete forms or other verification's they may require from you. Please contact your current PEA service provider and follow their guidelines for accepting the transfer from IBKR…