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Charts",{"request_context":23,"type":24,"id":1189,"faq_id":1189,"timestamp":638,"cir_id":26},{"request_context":23,"type":24,"id":1091,"faq_id":1091,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":1194,"cir_id":26},1794515043557,{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":307,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1198,"server_version":1199,"session_id":1200,"id":1201,"question":1202,"answer":1203,"navigation":1204,"short_description":1213,"similars":1214,"feedback_context":1248},"FAQ_BROWSER_CONTENT","JFaqHTTP6;1202787962","ae295f50-fbdf-4971-a866-b258e39359e2","668465026","What can I do to speed up the process of my security transfer from my financial institution outside of the U.S or Canada?","\u003Cp>A Free of Payment Transfer of Global Securities requires both the delivering and receiving institution to communicate with each other to agree on the delivery of your securities.\u003C\u002Fp>\u003Cp>\u003Cstrong>Both financial institutions (your current financial institution holding your securities and the receiving financial institution) require from you a transfer order that is matching:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>The securities identifier (ISIN, CUSIP, Symbol)\u003C\u002Fli>\u003Cli>The quantity\u003C\u002Fli>\u003Cli>If your assets are listed on different exchanges\u002Fcurrencies, please select \u003Cstrong>the currency in which you purchased and hold the asset currently in your portfolio\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Your account at the current and receiving Financial Institution (Your security portfolio account number)\u003C\u002Fli>\u003Cli>Name of Account Holder at Financial Institution \u003Cstrong>(Has to be identical to your IBKR account name)\u003C\u002Fstrong> \u003C\u002Fli>\u003C\u002Ful>\u003Cp>Follow your Financial Institutions procedure to request the transfer. They may require you to complete forms and\u002For may require you to enter the request online. Please contact them for additional information as the procedure vary widely by Financial Institution.\u003C\u002Fp>\u003Cp>\u003Cstrong>IBKR requires you to create a transfer requests in Client Portal. Please follow the steps outlined below:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F32668732\">How do I submit an inbound position transfer from a bank or broker outside of the U.S. or Canada?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F41563977\">How do I submit an outbound position transfer to a bank or broker outside of the U.S. or Canada?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Further detailed information on the process:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fsmooth-transfer-basic-fop.htm\">What can I do to ensure a smooth process for transferring my securities via Free of Payment Transfer of Global Securities\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Your transfer will not make any progress unless both, the delivering and receiving financial institution are in contact.\u003C\u002Fli>\u003Cli>Typically the delivering institution initiates the contact, once they are ready to deliver your securities.\u003C\u002Fli>\u003Cli>IBKR has no influence on the speed of their initial contact (inbound) or response on our communication (outbound) and we ask you to please contact your financial institution for updates on the status of your transfer.\u003C\u002Fli>\u003Cli>IBKR will provide status on your transfer under \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">Transaction Status & History\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>",[1205,1211],{"id":296,"title":297,"feedback_context":1206},{"request_context":1207,"type":1208,"id":296,"faq_id":296,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:JFaqHTTP6-ea54ecf0-4da9-4041-b835-fc5c4faf5865","FAQ_NAVIGATION",1794515043570,"164eb5be-8f71-46f6-9601-73cbf37ffde1",{"id":314,"title":315,"feedback_context":1212},{"request_context":1207,"type":1208,"id":314,"faq_id":314,"timestamp":1209,"cir_id":1210},"\u003Cp>A Free of Payment Transfer of Global Securities requires both the delivering and receiving institution to communicate with each other to agree on the delivery of your securities.\u003C\u002Fp>\u003Cp>\u003Cstrong>Both financial institutions (your current financial institution holding your securities and the receiving financial institution) require from you a transfer order that is matching:\u003C\u002Fstrong>…\u003C\u002Fp>",[1215,1227,1234,1241],{"id":1216,"title":1217,"feedback_context":1218,"short_description":1221,"source":1222},"1146102387","What can I do to ensure a smooth process for transferring my securities via Free of Payment Transfer of Global Securities?",{"request_context":1207,"type":1219,"id":1216,"faq_id":1216,"timestamp":1220,"cir_id":1210},"FAQ_SIMILAR",1794515043599,"\u003Cp>\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>A transfer of securities via Free of Payment Transfer of Global Securities requires multiple steps at IBKR and your current financial institution to transfer securities. Your current financial institution and IBKR have to get in touch via email to agree on the delivery of your assets and share the \"Standard Settlement Instruction\" as well as \"Trade and Settlement Dates\", which are required for processing your transfer (only shared between financial institutions upon their contact). Only if both parties agreed on the delivery and if matching instructions from both are placed in the market, the transfer will settle. Typically the delivering financial institution gets in touch with the receiving financial institution once they are ready to deliver your securities. The timing on when the delivering institution gets in touch for starting the transfer process strongly depends on them and their procedure. Each financial institution may have their own procedures and forms to complete. It requires to contact both parties to make them aware of your transfer…\u003C\u002Fli>\u003C\u002Ful>",{"id":1223,"title":1224,"link":1225,"sourceType":1226},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1146102387","FAQ",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232},"781633269","What can I do to speed up the process of my TBSZ Transfer from my financial institution to IBKR?",{"request_context":1207,"type":1219,"id":1228,"faq_id":1228,"timestamp":1220,"cir_id":1210},"\u003Cp>A transfer of your TBSZ account requires both the delivering and receiving institution to communicate with each other to agree on the delivery of your securities.\u003C\u002Fp>\u003Cp>\u003Cstrong>To ensure a smooth process, please follow the below steps.\u003C\u002Fstrong> …\u003C\u002Fp>",{"id":1223,"title":1224,"link":1233,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=781633269",{"id":1235,"title":1236,"feedback_context":1237,"short_description":1238,"source":1239},"360439573","Do you send Cost basis information to the receiving institution for an outbound Free of Payment Transfer of Global Securities transfer?",{"request_context":1207,"type":1219,"id":1235,"faq_id":1235,"timestamp":1220,"cir_id":1210},"\u003Cp>IBKR will not automatically send cost basis information to the receiving institution for outbound Free of Payment Transfer of Global Securities transfers. However, if the receiving institution requests to receive a cost basis report for the transferred securities, IBKR will send a Cost Basis Report via email upon your request…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1240,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=360439573",{"id":1242,"title":1243,"feedback_context":1244,"short_description":1245,"source":1246},"124627239","I do not want to accept the Brexit account migration. How do I transfer my account to another bank or broker?",{"request_context":1207,"type":1219,"id":1242,"faq_id":1242,"timestamp":1220,"cir_id":1210},"\u003Cp>You can follow one of the procedures described below to transfer your account to a financial institution outside of the Interactive Brokers Group (\"IBKR\"):\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F41563977\">How do I transfer positions (i.e. securities and contracts) to a bank or broker in Europe or in the United Kingdom?\u003C\u002Fa>…\u003C\u002Fli>\u003C\u002Ful>",{"id":1223,"title":1224,"link":1247,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=124627239",{"request_context":1207,"type":1249,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT"]