What can I do to speed up the process of my TBSZ Transfer from my financial institution to IBKR?

A transfer of your TBSZ account requires both the delivering and receiving institution to communicate with each other to agree on the delivery of your securities.

To ensure a smooth process, please follow the below steps. 

Step 1: IBKR requires you to create a inbound transfer requests for each collection year you would like to transfer. Please follow the steps outlined below:

    1. Log in to Client Portal
    2. Select Transfer & Pay followed by Transfer Funds
    3. From Select Account(s) choose the TBSZ Account per collection year
    4.  Select Deposit and Transfer from Another Broker
    5. Follow the steps on the screen

Step 2: Follow your financial institutions procedure to request the transfer. They may require you to complete forms and/or may require you to enter the request online. Please contact them for additional information as the procedure vary widely by Financial Institution.

Step 3: What your current financial institution may need from you:

    • If your current financial institution request the list of bank instructions, IBKR will provide you the PDF once you confirmed your transfer in Client Portal.
    • Your current TBSZ provider may ask you to provide the KELER code of IBKR to proceed with your transfer. IBKR's KELER code: 562000001.
    • You will be required to provide your TBSZ account number for the collection year you are transferring. To learn how to find your IBKR TBSZ account for each collection year please click on the below:Where can I find the TBSZ account number for each collection year?

Please Note

  • Your transfer will not make any progress unless both, the delivering and receiving financial institution are in contact.
  • Typically the delivering institution initiates the contact, once they are ready to deliver your securities.
  • Once the delivering institution has been authorized and is ready to deliver, they must contact us via email at tbsz@interactivebrokeres.com, please note this email is exclusively for correspondence between financial institutions/counter parties.
  • IBKR has no influence on the speed of their initial contact (inbound) or response on our communication (outbound) and we ask you to please contact your financial institution for updates on the status of your transfer.
  • IBKR will provide status on your transfer under Transaction Status & History.
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What can I do to speed up the process of my security transfer from my financial institution outside of the U.S or Canada?
How can I transfer my TBSZ Account to IBKR?
What is the KELER code for TBSZ Transfers?
Where can I find the TBSZ account number for each collection year?