IBKR may ask you to complete an identity verification through Plaid for an ACAT transfer. Once you have set up your ACAT transfer please follow the steps for using Plaid:
- You will need to verify ownership of the supplied account information. Please click on Connect Account.
- Interactive Brokers uses Plaid to connect your account. Select Continue.
- From Plaid select your financial institution.
- Follow the steps to login to your brokerage account and complete the authorization.
Please Note
- If you're unable to complete Plaid verification, you may select the 'Skip' Button after closing the Plaid window to skip this process.
Additional Information
- Plaid verification in the Client Portal Users' Guide.