When can I initiate a PEA Transfer?

When you apply for a Plan d'épargne en actions (PEA) Account, you must wait for your account to be opened in order for you to request a PEA Transfer from your existing PEA provider. While your application is under review, no PEA Transfer can be requested.

Please Note

  • Account opening after your initial application may require up to 48 hours, if all required documentation have been submitted and accepted. Please allow time for the completion of due diligence check and application review. IBKR will notify you with a message in your message center of your account, once your application is approved.

Additional Information

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What is the status of my PEA transfer?
Do I have to request a PEA Transfer when my PEA account is open?
How can I fund my PEA account?
Can I transfer security from my regular investment account to my PEA account?