How can I transfer my PEA account out to another PEA provider?

To transfer your Plan d'épargne en actions (PEA) Account out to another PEA provider please follow the steps below:

  1. Login to Client Portal
  2. Click Transfer & Pay then Transfer Funds.
  3. Select Transfer to Another Broker
  4. Complete the information required on the PEA Outbound Transfer Screen
  5. Instruct your new provider about the transfer and follow their guidelines

Note

  • Your new PEA provider may have their own forms and procedures to complete. Please follow their process.
  • Once your PEA provider is ready to receive your account, they will need to contact us via peatransfers@interactivebrokers.com (This is exclusively for communication between financial institutions and any client communication will NOT be responded).
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How do I transfer my existing PEA Account from my other financial institution to Interactive Brokers?
Do I have to request a PEA Transfer when my PEA account is open?
How can I fund my PEA account?
When can I initiate a PEA Transfer?