Please refer to the Transaction Status and History page of your account to track the progress of your transfer. The progress bar will guide you trough each step of your transfer with relevant notes and highlight at which stage your transfer is at this time.
Depending on your ISA provider, you may either see the progress bar for "In Species/Position Transfers" or "Cash only transfers".
| Inbound Transfer " In Species" (Securities + Cash) | |||
| Step | Status | Status Message | Details |
| 1 | Transfer Requested Submitted | Your transfer request has been submitted and is currently being reviewed by IBKR. | There is nothing for you to do at this time. |
| 2 | Transfer Under Review | Your transfer request is being reviewed by IBKR and we will reach out to your current financial institution. | We are reviewing your transfer and there is nothing for you to do at this time. |
| 3 | Awaiting Contact from Current Financial Institution | IBKR has contacted your current financial institution to initiate the transfer. If you have not already, please request a transfer from your current financial institution. | Follow your financial institution's procedure to initiate a transfer. They may ask you to follow supplemental/alternate steps online or over the phone. Unless your financial institution respond to us, the transfer will not make progress. If you have already requested a transfer from your current financial institution and several business days have elapsed without any progress here, you may want to reach out to them for updates on the progress of your transfer. |
| 4 | Awaiting Confirmation of Transfer | IBKR is coordinating with your current financial institution for the receipt of your transfer. | There is nothing for you to do at this time. Depending on the complexity of your transfer, the process may take several business days to complete. If several business days have elapsed with no progress here, please reach out to your current financial institution for updates. |
| 5 | Securities Partially Received | IBKR has successfully received some of the securities in your portfolio. We are working with your current financial institution to receive the remaining securities. | There is nothing for you to do at this time. It is not uncommon for securities to transfer on different dates depending on the asset class and market they are held. |
| 6 | Transfer Complete | All eligible securities and/or cash have been received and applied to your account at IBKR. | N/A |
| Inbound Transfer " Cash Only" | |||
| Step | Status | Status Message | Details |
| 1 | Transfer Requested Submitted | Your transfer request has been submitted and is currently being reviewed by IBKR. | Your request is pending IBKR review. Please upload the ISA Transfer Form. |
| 2 | Signed ISA Transfer Form Required | Before we can proceed with your transfer, you must upload a signed copy of the ISA Transfer Form. | The message for Next Steps will be only the 3 points below for this stage. 1. Click "View Form" to access and print the ISA Transfer. 2. Upload a signed copy of the ISA Transfer here. Once we have the signed form, we will reach out to your current financial institution with the signed form. 3. Follow your financial institution's procedure to initiate a transfer. They may also require you to follow supplemental/alternate steps online or over the phone. |
| 3 | Transfer Under Review | Signed ISA Transfer Form received and IBKR will reach out to your current financial institution. | We are reviewing your transfer and there is nothing for you to do at this time. Display "View Form" & "Re-Upload Form" |
| 4 | Awaiting Contact from Current Financial Institution | IBKR has sent the ISA Transfer Form and is waiting for your current financial institution to respond to us to initiate the transfer. If you have not already, please request a transfer from your current financial institution. | Follow your financial institution's procedure to initiate a transfer. They may ask you to follow supplemental/alternate steps online or over the phone. Unless your financial institution respond to us, the transfer will not make progress. If you have already requested a transfer from your current financial institution and several business days have elapsed without any progress here, you may want to reach out to them for updates on the progress of your transfer. |
| 5 | Awaiting Receipt of Cash | IBKR is coordinating with your current financial institution for the receipt of your transfer. | There is nothing for you to do at this time. Depending on the complexity of your transfer, the process may take several business days to complete. If several business days have elapsed with no progress here, please reach out to your current financial institution for updates. |
| 6 | Transfer Complete | Cash received and applied to your account at IBKR. | N/A |
Note
- Transfer of your IBKR ISA to your other ISA Provider will not show in the Transaction History of Client Portal. Status of your transfer should be provided by your existing ISA Provider.
Additional Information