Why is the Account Title field not editable for Outgoing Deliver Shares to the Issuers Transfer Agent/Registrar (DRS)?

When requesting an online DRS transfer, the Account Title, Account Ownership, and US Tax Identification Number must match exacty on the sending and receiving accounts. If the Account Title, Ownership, and US Tax Identification Number do not match exactly, the DRS transfer may be rejected and will be …

Shares originating from an employee share plan are generally transferable as long as the following conditions are met:

• The shares have been registered for sale and are not subject to any transfer or sale restrictions;
• The shares are held in an electronic form in an account titled in the same name as that of the IBKR account holder;…

The optional Account Number field acted more as a memo or record keeping field for the client but has been removed since it is not used during the DRS transfer.

The shares are always sent with the name as displayed on the Outgoing DRS screen and the mailing address on file. If you have an existing account at the Transfer Agent with the same exact information, then they should apply it to that account. However, it is up to the Transfer Agent's discretion as to how they will apply the shares upon arrival. If you do not have an existing account or an account with mismatched information, then the Transfer Agent will open a new account. Any merging between accounts at the Transfer Agent will need to be handled there…

To allocate shares/contracts using a pre-defined Allocation Group from the Advisor Portal:

1. Use the Allocation field drop down list to select an Account Group, a single account or All* accounts.
2. For the selected Account Group, modify the per-order allocation method if necessary. User-specified methods aren't editable on a per-order basis…