My PEA Transfer was completed but I can still not trade or contribute cash to it. Why?

Once your Plan d'épargne en actions (PEA) Account Transfer has been completed, your previous PEA Provider must send a "Transfer History Form"(Bordereau d'Informations Fiscales) with your tax relevant information and account opening date to IBKR. If this form has not been received then contribution of additional cash to your PEA Account or withdrawals are not possible.

Note

  • It may require a few business days for the form to be sent and timing depends on your previous PEA Provider.
  • IBKR allows you to sell position received during account transfer even though your tax form has not been received yet.
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Do I have to request a PEA Transfer when my PEA account is open?
How can I fund my PEA account?
Can I transfer security from my regular investment account to my PEA account?
Does IBKR charge fees for a PEA Transfer?