Use the button above or follow the procedure below to submit incoming transfer requests through Client Portal:
- Log in to Client Portal
- Select Transfer & Pay followed by Transfer Positions from the menu
- Select Incoming
- Select the Region ("All Other Regions") of the delivering firm
- Select Free of Payment Transfer of Global Securities
- Select Investor ISI Direct Account with CCASS as Financial Institution and follow the prompts on the screen
Our settlement details are as follows:
- CCASS number: B01590
- Account holder: Interactive Brokers Hong Kong Limited
Please be reminded to create instruction to deliver shares to IBKR at your CCASS investor account