What should I do if a position is missing from my inbound position transfer?

IBKR will generally accept an inbound transfer of any security position which meet the following conditions:

• The position is listed on an electronic exchange or marketplace offered by IBKR;
• If the transfer includes a mutual fund, that fund is offered by IBKR;…

SEE POSITION TRANSFER METHODS

To see the methods available for your account, log into Client Portal and, from the menu, select…

TRANSFER POSITIONS

Use the button above or follow the steps below to submit an inbound position transfer from a bank or broker outside of the U.S. or Canada:…

Yes, you can use the "Exchange" action on a fund position to sell the entire or partial position and use the sale proceeds to buy shares of another mutual fund.

• US Mutual Funds: IBKR only accommodates swapping of funds within the same fund family…