What assets are eligible to transfer to my new PEA account at IBKR?

A Plan d'épargne en actions (PEA) Account is a stock savings plan. It is a tax-advantaged plan in which you can invest up to 150,000 euros in cash into the account to acquire certain shares in French and European companies. Provided you meet certain holding and operating conditions, the PEA allows you to benefit from…

A transfer of securities from your general investment account at IBKR or from another financial institution`s regular security account (non-PEA) to your  Plan d'épargne en actions (PEA) Account is not allowed. You can only contribute to your existing PEA account in cash…

You can trade the following securities in your Plan d'épargne en actions (PEA) Account:

• Shares of French and European companies and shares of companies subject to corporation tax and headquartered in a member state of the European Economic Area…

An internal transfer of securities from your existing general investment account at IBKR to your Plan d'épargne en actions (PEA) Account is not possible. You can only

• Transfer an existing PEA Account from your other provider to IBKR at your account open with us that includes securities and/or cash OR…