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Searching by your financial institution's name alone may not be enough.\u003C\u002Fp>\u003Cp>\u003Cstrong>Why Does This Matter?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Many financial institutions operate multiple entities that sound similar but have different Participant Numbers, each with its own account number format requirements. This often occurs because banking and brokerage services are run as separate legal entities, or because your institution clears through a different custodian that may not share your institution's name. For example:\u003C\u002Fp>\u003Cul>\u003Cli>JP Morgan Chase Bank, National Association — Participant #0902\u003C\u002Fli>\u003Cli>JP Morgan Securities — Participant #0352\u003C\u002Fli>\u003C\u002Ful>\u003Cp>These are separate entities. If the Participant Number you select does not match the financial institution holding your account, your transfer may be rejected, or you may receive a warning that the account format entered does not match the selected institution's requirements.\u003C\u002Fp>\u003Cp>Before You Proceed, Confirm:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cstrong>The exact name of the institution holding your account\u003C\u002Fstrong> (not just the institution you bank with).\u003C\u002Fli>\u003Cli>\u003Cstrong>The Participant Number that belongs to that specific institution\u003C\u002Fstrong>. Check your brokerage statement or online banking portal to locate it.\u003C\u002Fli>\u003Cli>\u003Cstrong>That your account number format matches your statement.\u003C\u002Fstrong> Note: Some brokers require additional letters before your account number, or require certain digits to be removed. Confirm any specific requirements with your broker to ensure your ACATS transfer processes successfully.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Not Sure Which Participant Number to Select?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Contact your delivering firm and ask: \u003Cem>\"What is your ACATS Participant Number, and what is the account number format for my account?\"\u003C\u002Fem>\u003C\u002Fli>\u003Cli>Once you have confirmed these details, you are ready to proceed with your transfer.\u003C\u002Fli>\u003C\u002Ful>",[1206,1212],{"id":297,"title":298,"feedback_context":1207},{"request_context":1208,"type":1209,"id":297,"faq_id":297,"timestamp":1210,"cir_id":1211},"faq-browser-public,faq-browser-1:Jibotsrv4-223c5174-5715-4958-a53d-67b97da7c84a","FAQ_NAVIGATION",1794538588513,"4f2870b2-1206-4039-aa01-89147c5c1b75",{"id":315,"title":316,"feedback_context":1213},{"request_context":1208,"type":1209,"id":315,"faq_id":315,"timestamp":1210,"cir_id":1211},"\u003Cp>Selecting the correct ACATS Participant Number is critical to a successful transfer. Searching by your financial institution's name alone may not be enough.\u003C\u002Fp>\u003Cp>\u003Cstrong>Why Does This Matter?\u003C\u002Fstrong>…\u003C\u002Fp>",[1216,1229,1237,1245],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223,"slug":1228},"73510647","What do I do if my broker does not appear on the list for ACATS position transfers?",{"request_context":1208,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1211},"FAQ_SIMILAR",1794538588559,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferPositions&type=POSITION_INBOUND&method=ACATS\">CHECK ACATS PARTICIPANTS LIST\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The ACATS Broker drop-down list in Client Portal displays Clearing Firms that participate in the ACATS system. If you do not see your institution listed, this is often because your institution clears through a different firm and routeS transfers through a separate custodian that does not share your institution's name…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=73510647","FAQ","if-broker-not-appear-list-73510647",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234,"slug":1236},"126537062","How is my IBKR Ireland account protected?",{"request_context":1208,"type":1220,"id":1230,"faq_id":1230,"timestamp":1221,"cir_id":1211},"\u003Cp>Your account is a multi currency account which allows you to transfer, hold and trade any currency IBKR offers. For each currency, cash is segregated in specific bank or custody accounts in different locations where funds have to be sent to depending on the currency. Assets (financial instruments) in your account may be held by different depositories and custodians under IBKR’s street name, depending on the market. For example, DTC for U.S. stocks…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1235,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=126537062","ibkr-ireland-account-protected-126537062",{"id":1238,"title":1239,"feedback_context":1240,"short_description":1241,"source":1242,"slug":1244},"1128487134","I have received notice that the non-individual taxpayer identification number (TIN) on my account does not match that of the IRS. What do I need to do?",{"request_context":1208,"type":1220,"id":1238,"faq_id":1238,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>Why Your TIN May Be Considered as Incorrect\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If you are a non-individual, such as a corporation, LLC, partnership, trust or similar entity, your TIN will usually be your Employer Identification Number (EIN). Often a non-individual taxpayer EIN does not match IRS records because you have provided us with a “Doing Business As” name rather than the “Legal Name”. Similarly, the EIN will not match if it is not the number of the actual owner of the account (e.g. you have provided us with the SSN of a partner rather than the EIN of the partnership)…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1243,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1128487134","have-received-notice-that-non-1128487134",{"id":1246,"title":1247,"feedback_context":1248,"short_description":1249,"source":1250,"slug":1252},"38441528","How can I deposit funds via Canadian Bill Payment?",{"request_context":1208,"type":1220,"id":1246,"faq_id":1246,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT&method=BILL_PAY_NOTIFICATION&currency=CAD\">SUBMIT CANADIAN BILL PAYMENT NOTIFICATION\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>First you will want to set up IBKR as a payee through your bank. To do this, you will need your account number at IBKR and indicate the name of our institution, “Interactive Brokers Inc.”. Depending upon your particular financial institution and whether IBKR is recognized as one of their program participants, your institution will likely indicate an expected delivery date of 1-2 business days for transfers. Once funds are sent via bill payment, please ensure that a…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1251,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=38441528","deposit-funds-via-canadian-bill-38441528",{"request_context":1208,"type":1254,"id":1202,"faq_id":1202,"timestamp":1210,"cir_id":1211},"FAQ_CONTENT","selecting-correct-acats-participant-number-1609411566"]