After having created your Plan d'épargne en actions (PEA) Transfer request in Client Portal, IBKR will provide you the "Certificat d'Identification" for you to download, sign, and upload in order for IBKR to reach out to your existing PEA Provider and initiate the transfer of your account. We advise you to contact your existing PEA Provider and inform them about your wish to transfer your account. They may have their own procedure and forms to complete. It is recommended to provide them your signed "Certificat d'Identification" to speed up transfer resolution.
Note
- Processing times depends on when your existing PEA Provider respond on our initial contact and IBKR has no influence on the speed of their response. In general PEA Transfers are lengthy and it is recommended to ask the existing provider on their processing times, especially if you see no progress for a while.