How is the market value of assets transferred in computed for IBKR share grants?

ACATS transfers may be unavailable for withdrawal or transfer for up to 30 days. Should the value of the assets in the account increase (for example, due to the market going up), clients may withdraw the equity that exceeds than the original ACATS transfer equity value. After the hold expires, then the full amount of assets will be available for transfer or withdrawal…

With the Refer a Friend promotion, you as the referred client have a "Welcome Share Balance" during the Award Period that changes based on the amount of net deposits. The number of shares you are entitled to may increase or decrease as deposits or withdrawals are made into/out of the referred account. The IBKR shares are granted at the end of the Award Period. …

If you choose to withdraw funds within the first year then your Welcome Share balance will decrease (not below zero) upon a withdrawal from your Referred Account based on the following formula:

Number of Shares Returned to IBKR= (Withdrawal Value / Net Deposit Value Before Withdrawal) x Welcome Share Balance Before Withdrawal…

After 30 days, the Initial and Maintenance margin requirements for US mutual funds is 25% of the Net Asset Value of the fund. End of day Reg-T margin is set to 50% of the Net Asset Value. When you transfer a US Mutual Fund from another broker into your IBKR account, the Mutual Fund position arrives with the original acquisition date. In a margin account, the IBKR credit system will calculate the 30 day period from your acquisition date and your Mutual Fund's margin requirement will automatically be adjusted on the 31st day. Please note that while a mutual fund is non-marginable and has a 100% margin requirement for the first 30 days, the mutual fund position also has a 100% charge to SMA in a Reg T account for the first 30 Days. …