How do I edit my banking instruction?

Q: How do I edit my banking instruction?

VIEW BANK INFORMATION You cannot modify existing bank information. If you need to make a change, you must first delete the existing instruction and then create a new one. Use the button above or follow the below procedure to view or delete your saved bank information: Log in to Client Portal Click Transfer & Pay followed by Saved Information Under Bank Information click on the header of each bank instruction to expand it and view the details Click on the Edit (pencil) icon to edit a bank instruction Click on the "X" icon to delete a bank instruction As part of its anti-money laundering efforts, IBKR implements restrictions on certain client deposits and withdrawals. Find out more about Funds Transfer Restrictions in the IBKR Knowledge Base. Additional Information How do I deposit funds from a new bank? How do I withdraw funds to a new bank?

Question

Accepted Answer

VIEW BANK INFORMATION

You cannot modify existing bank information. If you need to make a change, you must first delete the existing instruction and then create a new one.

Use the button above or follow the below procedure to view or delete your saved bank information:

Log in to Client Portal
Click Transfer & Pay followed by Saved Information
Under Bank Information click on the header of each bank instruction to expand it and view the details
- Click on the Edit (pencil) icon to edit a bank instruction
- Click on the "X" icon to delete a bank instruction

As part of its anti-money laundering efforts, IBKR implements restrictions on certain client deposits and withdrawals. Find out more about Funds Transfer Restrictions in the IBKR Knowledge Base.

Additional Information