Do I have to request a PEA Transfer when my PEA account is open?

Q: Do I have to request a PEA Transfer when my PEA account is open?

Transfer PEA Account When you indicated "I have an existing PEA Account" during your Plan d'épargne en actions (PEA) Account application, you will need to create a PEA Transfer in Client Portal once your PEA account has been approved and opened. IBKR will not request a PEA Account Transfer on your behalf. Use the button above or follow the below procedure to request a PEA Account Transfer: Log into the Client Portal . Click Transfer & Pay then Transfer Funds . Select from the account selector your PEA Account. Then select Transfer from Another Broker . Complete the information required on the PEA Account Transfer Screen. Upload the account statement (mandatory to proceed) and click Next . Follow the Instructions to view , download , sign and upload the " Certificat d'Identification ". Once the signed form is uploaded, we will reach out to our PEA Provider to initiate the transfer.

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Accepted Answer

Transfer PEA Account

When you indicated "I have an existing PEA Account" during your Plan d'épargne en actions (PEA) Account application, you will need to create a PEA Transfer in Client Portal once your PEA account has been approved and opened. IBKR will not request a PEA Account Transfer on your behalf.

Use the button above or follow the below procedure to request a PEA Account Transfer:

Log into the Client Portal.
Click Transfer & Pay then Transfer Funds.
Select from the account selector your PEA Account.
Then select Transfer from Another Broker.
Complete the information required on the PEA Account Transfer Screen.
Upload the account statement (mandatory to proceed) and click Next.
Follow the Instructions to view, download, sign and upload the "Certificat d'Identification".

Once the signed form is uploaded, we will reach out to our PEA Provider to initiate the transfer.