Can I transfer funds internally in between an Advisor master account and a linked trading account?

Yes, you can transfer funds or positions internally between individual and joint accounts through Client Portal when specific requirements are met.

Allowed Transfers:…

We may allow transfers from an Organization account that you solely own to your Individual account.

Learn more about how to request a transfer here. …

Unfortunately it is not possible to set up a recurring internal transfer between IBKR accounts. You will simply want to log in to Client Portal and request an internal transfer each time you wish to transfer funds or positions internally. Go to the Transfer & Pay section, and choose either Transfer Funds or Transfer Positions depending on what you are trying to do. In both locations there will be tab menus at the top of the screen, select Internal Transfers. Follow the prompts in order to complete your request. Please note, Account Names, Tax IDs and Country of Legal Residence must match on both accounts in order for the request to be approved…

TRANSFER FUNDS INTERNALLY

Use the button above or follow the below procedure to transfer funds internally between your IBKR trading account and your Interactive Advisors partition account:…