In order to have your Social Security benefits directly deposited to your brokerage account, visit the Social Security website to set up direct deposit online or call Social Security at 1-800-772-1213.
The IRS allows direct deposit with the ability to divide your refund among up to three accounts. To have your tax refund deposited into one account, fill out the two lines in the refund section of the IRS Form 1040 or Form 1040A. To have your tax refund deposited into multiple accounts, you will need to complete the IRS form “Allocation of Refund Form 8888”. Be sure to indicate on the IRS Form 1040 or Form 1040A that you have attached Form 8888.
For more information, please visit the Interactive Brokers website.