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Doe\")\u003C\u002Fli>\u003Cli>A nickname used instead of a legal name (e.g., \"Bob\" vs. \"Robert\")\u003C\u002Fli>\u003Cli>Formatting differences in a surname, such as hyphens or spacing (e.g., \"Smith-Jones\" vs. \"Smith Jones\")\u003C\u002Fli>\u003Cli>Minor variations in a trust or entity name, such as date formatting or a missing \"dtd\"\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>How to Resolve a Name Mismatch\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Contact the delivering broker to adjust your records to match \u003C\u002Fli>\u003Cli>Alternatively, the broker can send a so called \"One-and-Same\" Letter to IBKR (not commonly used)\u003C\u002Fli>\u003C\u002Ful>\u003Cp>OR\u003C\u002Fp>\u003Cul>\u003Cli>Submit a \"One-and-the-Same\" confirmation via a web ticket through our Client Portal. State the registration names on both accounts and confirm they belong to the same individual.\u003C\u002Fli>\u003Cli>\u003Cstrong>From the delivering broker's side:\u003C\u002Fstrong> The other broker can provide a One-and-Same Letter on their end (not common).\u003C\u002Fli>\u003C\u002Ful>\u003Cp>This process essentially confirms that the two accounts, despite the title discrepancy, belong to the same individual.\u003C\u002Fp>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>IBKR does not allow transfers with change in beneficial ownership.\u003C\u002Fli>\u003C\u002Ful>",[1207,1213],{"id":297,"title":298,"feedback_context":1208},{"request_context":1209,"type":1210,"id":297,"faq_id":297,"timestamp":1211,"cir_id":1212},"faq-browser-public,faq-browser-1:JFaqHTTP5-050d82bd-fdea-43cf-9c06-36972293321d","FAQ_NAVIGATION",1794534473753,"d2916562-5947-4b4c-afc4-db5d1a2b8149",{"id":315,"title":316,"feedback_context":1214},{"request_context":1209,"type":1210,"id":315,"faq_id":315,"timestamp":1211,"cir_id":1212},"\u003Cp>\u003Cstrong>Account Title Mismatch\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>The account title at IBKR and your delivering broker must match exactly for an ACATS transfer to process successfully. This is one of the most common reasons transfers are rejected…\u003C\u002Fli>\u003C\u002Ful>",[1217,1230,1238,1246],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224,"slug":1229},"28227240","How do I transfer my entire account with another U.S. broker to IBKR?",{"request_context":1209,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1212},"FAQ_SIMILAR",1794534473777,"\u003Cp>If your U.S. broker is a participant, you may request a transfer of that account to IBKR via a process referred to as ACATS (Automated Customer Account Transfer Service). 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