IBKR offers the ability to request an outbound position transfer via DRS through the Client Portal.
Use the button above or follow the below procedure to create an outbound position transfer by Direct Registration System (DRS):
- Log in to Client Portal
- Select Transfer & Pay followed by Transfer Positions
- Select Outgoing
- Select the Region ("United States") of the receiving firm
- Select Deliver Shares to the Issuer's Transfer Agent/Registrar
- Enter all the required information
- Click CONTINUE
- Type your signature in the Signature field, and then click CONTINUE.
Find an overview of the Direct Registration System (DRS) on the IBKR website.
Please Note
- It is the client’s responsibility to confirm the receipt of the shares at the Transfer Agent.
- Unsettled trades of shares will result in a rejection (T+1 settlement).
- Unsettled trade of currency conversions will result in a rejection (T+2 settlement).
- Cryptocurrency positions cannot be transferred.
- IBKR requires your account to have USD 5 in available funds to process the request to avoid a rejection.
- Equity value of recently received ACATS may be unavailable for transfer up to 30 days.
- If your address on file is incorrect, please contact the Transfer Agent to have them modify it accordingly.
- Withdrawal/hold restrictions are imposed upon newly received ACH or EFT deposits.
Additional Information