Use the button above or follow the procedure below to check the status of your inbound or outbound Free of Payment Transfer of Global Securities position transfers:
- Log in to Client Portal
- Select Transfer & Pay followed by Transaction Status & History
- The Status will update while your transfer request goes through the various steps until it is processed.
Please find below detailed explanations and suggested actions for each status:
| Inbound Free of Payment Transfer of Global Securities | Details |
| Your transfer request has been received and is being reviewed by the Transfer Department. | Please allow 24-48 hours for the status to change. |
| Your transfer request has been approved for processing. IMPORTANT: The delivering broker must contact IBKR to initiate the transfer and provide their settlement information. If you have not instructed your broker/bank to make delivery, please do so now. | IBKR is awaiting your bank/brokers contact via email to proceed. If they have not contacted us, the transfer will not make any progress. Please contact your bank/broker for updates to your transfer request. |
| Your transfer request has been confirmed by your broker/bank and is now in progress. Settlement will occur once our market instructions have been matched by your broker/bank and they completed the delivery. | Your bank/broker has contacted us and market instructions have been placed. Note that settlement may require a few business days. |
| Some of your assets on your transfer request have settled. | Your transfer settled partially. Please note that it may require additional time and/or follow up with your bank/broker on the remaining assets to settle. |
| Your transfer request is now complete. | All assets settled. |
| Your transfer request has been rejected. Please see additional notes. | Please refer to the additional notes. |
| Outbound Free of Payment of Global Securities | Details |
| Your transfer request has been received and is being reviewed by the Transfer Department. If you have not already notified your receiving broker, please do so. | Ensure your bank/broker is aware of the incoming asset transfer. Ensure your account is margin compliant for us to proceed with your transfer. |
| We have contacted your broker/bank and are awaiting their response to confirm your transfer request. They must agree to the transfer details before we can proceed. If you have not already instructed them, please do so now. | A message has been sent to your bank/broker to coordinate the settlement instructions and we are awaiting their response. No transfer takes place unless your bank/broker responds to us. Ensure your bank/broker is aware of the incoming asset transfer. |
| Your transfer request has been confirmed by your broker/bank and is ready for processing. Instructions will be placed in the market to delivery your securities. | The receiving bank/broker responded to us, we agreed on the delivery of your securities and instructions will be placed in the market. |
| The asset deliveries on your transfer request are now in progress. Market Instructions have been placed and settlement will occur once matched with your recipient broker. | The settlement can take a few business days. Once your bank/broker accepts our delivery the transfer will settle. |
| Some of the assets on your transfer request have settled. | Your transfer settled partially. Note that the remaining assets can still settle but may require follow up with your broker/bank. |
| Your transfer request is complete. | Your transfer request settled fully for all requested assets. |
| Your transfer has been rejected. Please see additional notes. | Your transfer has been rejected. Please see additional notes. |
Please Note
- Free of Payment Transfer of Global Securities transfers require IBKR and the delivering/receiving institution to get in touch with each other to arrange the delivery of your assets. A delivery of assets is usually initiated by the sending institution. If the counter party does not get in touch with us the transfer cannot proceed and will take longer.
- For Outbound Free of Payment Transfer of Global Securities, IBKR will contact the receiving institution. Please make sure that the receiving bank/broker is aware of the transfer and ready to accept our delivery. They may have their own procedure and forms for you to complete on their end to accept our delivery. Hence, please contact your bank/broker for the required steps.
- For Inbound Free of Payment Transfer of Global Securities, the delivering institution must contact IBKR via the provided email (fop-transfer-in@interactivebrokers.com: only for bank to bank correspondence. Client communication will not receive a reply). No transfer takes place unless the delivering institution has contacted us. They may have their own procedure and forms to complete your transfer. Hence, please contact your bank/broker for the required steps.
Additional Information
- How do I submit an inbound position transfer from a bank or broker outside of the U.S. or Canada?
- How do I submit an outbound position transfer to a bank or broker outside of the U.S. or Canada?
- How do I cancel a cash or position transfer request?
- Find information on Position Transfers on the IBKR website.
- Checking the status of your funds available in our User Guides