Use the button above or follow the procedure below to check the status of your transfer:
- Log in to Client Portal
- Select Transfer & Pay followed by Transaction Status & History
- Select the pending transfer
- The Status will update while your transfer request goes through the various steps until it is processed.Please find below detailed explanations and suggested actions for each status:
| Status | Description | Next Step |
| Transfer Request Submitted | Your securities transfer request has been submitted and is currently being reviewed by IBKR. | There is nothing for you to do at this time. |
| Awaiting Contact from Current Financial Institution | IBKR is waiting for your current financial institution to contact us to initiate the securities transfer. If yo haven`t already, please request a security transfer from your current financial institution. | Please complete the below steps 1. If your current service provider requires bank instructions, please get the instructions in the transaction history of the transfer by clicking on the "here". 2. Initiate the transfer of your TBSZ at your service provider. If you have already requested a security transfer from your current financial institution and several business days have elapsed without any progress here, you may want to reach out to them for updates on the progress of your transfer. |
| Awaiting Receipt of Securities | IBKR is coordinating with your current financial institution for the receipt of your securities. | There is nothing for you to do at this time. Depending on the complexity of your transfer, the process may take several business days to complete. If several business days have elapsed with no progress here, please reach out to your current financial institution for updates. |
| Transfer Complete | All eligible securities have been received and applied to your account at IBKR. | N/A |