If you already hold a Plan d'épargne en actions (PEA) Account with another provider you must transfer the PEA Account to your new IBKR PEA account, as you are not allowed to maintain more then one PEA Account as per PEA regulation.
If you do not hold a PEA Account with another provider, you are able to fund your new IBKR PEA Account with a contribution in cash from your existing general investment account.
- Contribute - Transfer funds from your individual account to this PEA
- Login to Client Portal.
- Click Transfer & Pay then Transfer Funds.
- Select from the account selector your PEA Account.
- Select Contribute
- Enter the source (regular trading account #) and the destination (PEA account #) and confirm
- Transfer from Another Broker - Transfer all assets from PEA at another broker to IBKR PEA
- Login to Client Portal.
- Click Transfer & Pay then Transfer Funds.
- Select from the account selector your PEA Account.
- 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.