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:
- Log in to Client Portal
- Click the Transfer & Pay menu followed by Transfer Positions
- Select Incoming
- Select the Region (All Other Regions) of the delivering firm
- Select Free of Payment Transfer of Global Securities
- Follow the steps on the screen
Important
- If your transfer request includes securities held in multiple accounts at your financial institution, please submit separate requests for each account.
- If you shares are multi-listed (different currencies/exchanges) please select the currency your security is currently held in at your financial institution.
What are the next Steps?
- Please contact your financial institution to initiate the transfer of your securities.
- Follow your financial institution's procedure to initiate a securities transfer. They may require a signed copy of the Customer Account Transfer Letter of Authorization and/or ask you to follow supplemental/alternate steps online or over the phone.
- Once your current financial institution is ready to deliver, they must contact IBKR via email at fop-transfer-in@interactivebrokers.com (for official use only; inquiries sent from personal addresses will be automatically deleted).
What your current financial institution may need from you
- Your Financial Institution may ask you for IBKR`s SWIFT Code. Please provide IBKRUS33XXX. What is Interactive Brokers' SWIFT code for an inbound Positions Transfer?
- You may need to provide our contact information which can be found here: Can you provide me a contact name, phone number, and/or email address at IBKR for an asset transfer?
Timing
Vary from a few business days to weeks.
- Unless your financial institution contact us, the transfer will not make progress. You may consult them for their current processing times.
- IBKR will provide status on your transfer under Transaction Status & History.
Fees
- IBKR does not charge fees for incoming Free of Payment Transfer of Global securities
- Is there a fee to transfer positions?
Please Note
- IBKR does not allow changes in beneficial ownership. IBKR will only accept delivery from an account that is titled in the same name as your account.
- Learn more about what to do when you wish to transfer from a single account at the Financial Institution to a Joint account at IBKR: please refer to our website
- You can only initiate a transfer of positions if your account has been approved and activated.
- Only electronic listed shares are supported (e.g. no physical certificates can be transferred).
- IBKR is not able to transfer fractions of shares.
- The shares have to be free of any settlement, transfer or trade limitations and/or restrictions.
- IBKR has limitations on positions classified as U.S. Microcap Security. For more information please refer to the following link: U.S. Microcap Stock Restrictions
- The IBKR account receiving the transfer is projected to remain margin compliant post-transfer.
- In the Spanish market, all shares transferred to IBKR will be re-registered under their street name.
- Options cannot be transferred in the week of expiration.
- If your financial institution is not listed in the drop down of available Financial Institutions, please refer to: Why is my foreign broker/bank not in the position transfer list?
- Your transfer request is valid for 60 days. Please refer here in case your financial institution requires more time to work on your transfer: How many days is an inbound transfer request of Asian or European positions valid for?
- Cost basis information is not transmitted automatically.
Additional Information