A transfer of securities from your general investment account at IBKR or from another financial institution`s regular security account (non-PEA) to your Plan d'épargne en actions (PEA) Account is not allowed. You can only contribute to your existing PEA account in cash.
A PEA account transfer from another financial institution will permit transfers of securities that are already in your existing PEA account with your other PEA provider. You typically request a PEA Account Transfer at your account opening with IBKR where yo indicate "I have an existing PEA account with another provider".
Additional Information
- How do I transfer my existing PEA Account from my other financial institution to Interactive Brokers?
- How can I fund my PEA account?
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.