Use the button above or follow the below procedure to transfer assets from an account at a Canadian broker to your account at IBKR via ATON:
- Log in to your IBKR account via Client Portal
- Select Transfer & Pay followed by Transfer Positions
- Select Incoming
- Select the Region ("Canada") of the delivering firm
- Select ATON from the Method menu and provide your Broker Information.
What are the next steps?
- Nothing is needed from your end. The process is automated.
- Once ATON Transfer has been initiated, you may monitor the status of your transfer request through the Transfer & Pay then select Transaction History menu options in Client Portal.
Timing
- Most assets transfer between 3 to 8 business days, but it varies depending on your broker.
- IBKR will provide status on your transfer under Transaction Status & History.
Fees
- IBKR does not charge a fee for the ATON, however, your current broker may apply a fee to the outgoing transfer. The fee will be included on the transfer to your IBKR account. It is advised that you pre-fund your IBKR account to cover any fees charged by your broker.
Please Note
- If transferring all assets and your account contains mutual funds not offered by IBKR, you may request that those funds be removed from the transfer request and remain with your current broker. This will minimize the possibility of your transfer request being rejected.
- Withdrawal Hold - You may not be able to withdraw your transferred assets for up to 30 days after receipt from your third-party broker.
- Transfers of blocks of shares of Canadian stocks may be restricted so IBKR can perform due diligence on whether the shares can be sold on the open market.
Additional Information
- Position transfers available on our website