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This information must be specific as to the form (e.g., cash, securities) of assets to be transferred and, if securities or other positions, the symbol, quantity and lot (if different cost basis) as well as the name of the individual to whom the assets are to be transferred. To begin the transfer process, create a ticket through your Client Portal Message Center detailing the assets to be transferred, the reason for the transfer and the account numbers involved, and attach the aforementioned certified court document. \u003C\u002Fp>\u003Cp>If the individual receiving the assets wishes to hold the positions at IBKR and does not already have an account, they will need to apply and ensure that they meet the required age, financials, product knowledge & experience, and investment objectives necessary to maintain the positions with IBKR. If not, they may request that IBKR assist with closing positions and transferring the cash proceeds.\u003C\u002Fp>\u003Cp>If the individual receiving the assets wishes to transfer the assets elsewhere, information regarding the transfer destination will be required.\u003C\u002Fp>\u003Cp>If the effect of the transfer would result in any account no longer being margin compliant, IBKR has the right to liquidate positions beforehand to ensure continued compliance.\u003C\u002Fp>",[1204,1210],{"id":296,"title":297,"feedback_context":1205},{"request_context":1206,"type":1207,"id":296,"faq_id":296,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:JFaqHTTP6-b0b5e9de-a47d-428a-aced-1cfdfa3da9e5","FAQ_NAVIGATION",1794536742133,"2815409a-ce24-48fa-a185-e6860b266583",{"id":314,"title":315,"feedback_context":1211},{"request_context":1206,"type":1207,"id":314,"faq_id":314,"timestamp":1208,"cir_id":1209},"\u003Cp>In order for assets to be transferred as a result of divorce, IBKR requires a copy of a certified court document evidencing the divorce and the distribution of assets. This information must be specific as to the form (e.g., cash, securities) of assets to be transferred and, if securities or other positions, the symbol, quantity and lot (if different cost basis) as well as the name of the individual to whom the assets are to be transferred. To begin the transfer process, create a ticket through your Client Portal Message Center detailing the assets to be transferred, the reason for the transfer and the account numbers involved, and attach the aforementioned certified court document. …\u003C\u002Fp>",[1214,1227,1235,1243],{"id":1215,"title":1216,"feedback_context":1217,"short_description":1220,"source":1221,"slug":1226},"89977367","Why did I receive a notice of an unconfirmed position transfer?",{"request_context":1206,"type":1218,"id":1215,"faq_id":1215,"timestamp":1219,"cir_id":1209},"FAQ_SIMILAR",1794536742167,"\u003Cp>A \"notice of unconfirmed position transfer\" message is sent to you if IBKR received a delivery of securities to your account for which you have not created an inbound transfer request in Client Portal to notify us about the expected delivery.\u003C\u002Fp>\u003Cp>There is nothing for you to do if you expected to receive those securities (quantity and security identifier must be accurate). However, if you did not expect the delivery of those securities you must contact Interactive Brokers immediately to reverse the transaction through the Message Center. From the…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1224,"sourceType":1225},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=89977367","FAQ","did-receive-notice-unconfirmed-position-89977367",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232,"slug":1234},"360439540","How do I update cost basis information for transferred securities via Free of Payment of Global Securities?",{"request_context":1206,"type":1218,"id":1228,"faq_id":1228,"timestamp":1219,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_POSITION_TRANSFER_BASIS\">UPDATE COST BASIS FOR TRANSFERRED SECURITIES\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The cost basis information associated with transferred positions (e.g., acquisition date and price) will not be automatically provided from the delivering institution for assets sent via Free of Payment of Global Securities. Client will have to update the cost basis in Client Portal if required. Please reach out to the delivering institution in case confirmation of cost basis for the transferred positions is required. If the cost basis is not updated, then positions will be assigned with default cost basis values where the acquisition date is set to the date of transfer and the cost to the closing price of the security on the date of transfer…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1233,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=360439540","update-cost-basis-information-transferred-360439540",{"id":1236,"title":1237,"feedback_context":1238,"short_description":1239,"source":1240,"slug":1242},"40352901","What does the transfer rejection message \"Account Violates Credit Policy at IBKR\" mean?",{"request_context":1206,"type":1218,"id":1236,"faq_id":1236,"timestamp":1219,"cir_id":1209},"\u003Cp>The message “Account Violates Credit Policy at IBKR” typically applies when a transfer does not hold sufficient equity to support positions\u002Fdeficits presented in a transfer. \u003C\u002Fp>\u003Cp>IBKR performs a check upon receipt of the list of assets to be delivered.  Common reasons for a violation include:…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1241,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=40352901","transfer-rejection-message-account-violates-40352901",{"id":1244,"title":1245,"feedback_context":1246,"short_description":1247,"source":1248,"slug":1250},"1066806988","How to I update cost basis information after my TBSZ Transfer settled?",{"request_context":1206,"type":1218,"id":1244,"faq_id":1244,"timestamp":1219,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_POSITION_TRANSFER_BASIS\">UPDATE COST BASIS FOR TRANSFERRED SECURITIES\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The cost basis information associated with TBSZ transferred positions (e.g., acquisition date and price) will not be automatically provided from the delivering institution during your TBSZ Account Transfer. Client will have to update the cost basis in Client Portal if required. Please reach out to the delivering institution in case confirmation of cost basis for the transferred positions is required. If the cost basis is not updated, then positions will be assigned with default cost basis values where the acquisition date is set to the date of transfer and the cost to the closing price of the security on the date of transfer…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1249,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1066806988","update-cost-basis-information-after-1066806988",{"request_context":1206,"type":1252,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT","transfer-assets-as-result-divorce-34493785"]