I already have a PEA Account. Can I open another one?

You can only hold one Plan d'épargne en actions (PEA) Account (one PEA Account per taxpayer). However, you may decide to transfer your existing PEA Account from one financial institution to another, while retaining its prior tax status.

Please Note

  • We are in a Beta launch phase and are currently only accepting a limited number of PEA account transfers in.

The material contained herein is for general information only and is not intended to serve, and should not be construed as, tax, legal or investment advice.  Please consult your own advisors.

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How do I open a PEA Account?
Can I transfer securities to my PEA Account?
How can I fund my PEA account?
Does IBKR charge fees for a PEA Transfer?