To transfer your Plan d'épargne en actions (PEA) Account from your current financial institution to IBKR please use the button above or log in to Client Portal and follow the steps:
- Login to Client Portal
- Click Transfer & Pay then Transfer Funds.
- From the Account Selector choose your PEA Account.
- Select Transfer from Another Broker
- Follow the steps on the screen
What are the next Steps?
IBKR will contact your current financial institution to initiate the transfer.
Follow your financial institution's procedure to initiate a transfer. They may also require you to follow supplemental/alternate steps online or over the phone.
What your current financial institution may need from you:
Requirements may vary widely as per the financial institution. We advise you to check with your current PEA provider if anything is required on their end to proceed with the transfer.
Timing
- In general PEA Transfers are lengthy and may vary from few business days to month. For more information please refer: Why does my inbound PEA transfer take so long?
- IBKR will provide status on your transfer under Transaction Status & History.
Fees
IBKR does not charge fees for a transfer of your Plan d'épargne en actions (PEA) account from or to IBKR. Please consult your existing PEA Provider for fees they may charge for transferring your account.
Does IBKR charge fees for a PEA Transfer?
Please Note
- Your PEA must be transferred in its entirety. All securities and cash must be transferred from one institution to another.
- Securities and Cash are often processed separately. For more information: My PEA Transfer is settled but cash is missing
- Find out what assets are eligible to transfer here: What assets are eligible to transfer to my new PEA account at IBKR?
- Interactive Brokers does not support unlisted securities. For more information: How can I transfer unlisted securities to my PEA Account?
- IBKR only supports the transfer of securities in bearer form (Au porteur). IBKR does not support registered securities (Nominatif) unless the securities are classified as "mandatory registered securities". For more information: Can I transfer to my PEA account registered securities?