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Charts",{"request_context":23,"type":24,"id":1190,"faq_id":1190,"timestamp":1029,"cir_id":26},{"request_context":23,"type":24,"id":1092,"faq_id":1092,"timestamp":1029,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":990,"cir_id":26},{"request_context":23,"type":295,"id":627,"faq_id":627,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1198,"server_version":1199,"session_id":1200,"id":1201,"question":1202,"answer":1203,"navigation":1204,"short_description":1213,"similars":1214,"feedback_context":1252,"slug":1254},"FAQ_BROWSER_CONTENT","Jibotsrv4;1365537209","f9ccfd1d-6065-4c70-ba67-42e4ff9cf88d","663047301","How do I transfer my existing PEA Account from my other financial institution to Interactive Brokers?","\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Login to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> then \u003Cstrong>Transfer Funds\u003C\u002Fstrong>. \u003C\u002Fli>\u003Cli> From the \u003Cstrong>Account Selector\u003C\u002Fstrong> choose your PEA Account.\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Transfer from Another Broker\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Follow the steps on the screen\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>What are the next Steps?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>IBKR will contact your current financial institution to initiate the transfer.\u003C\u002Fp>\u003Cp>Follow your financial institution's procedure to initiate a transfer. They may also require you to follow supplemental\u002Falternate steps online or over the phone.\u003C\u002Fp>\u003Cp>\u003Cstrong>What your current financial institution may need from you:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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. \u003C\u002Fp>\u003Cp>\u003Cstrong>Timing\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>In general PEA Transfers are lengthy and may vary from few business days to month. For more information please refer:  \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F749792703\">Why does my inbound PEA transfer take so long?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>IBKR will provide status on your transfer under \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">Transaction Status & History\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Fees\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F730723795\">Does IBKR charge fees for a PEA Transfer?\u003C\u002Fa>\u003C\u002Fp>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Your PEA must be transferred in its entirety. All securities and cash must be transferred from one institution to another.\u003C\u002Fli>\u003Cli>Securities and Cash are often processed separately. For more information: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F781633001\">My PEA Transfer is settled but cash is missing\u003C\u002Fa>\u003C\u002Fli>\u003Cli>Find out what assets are eligible to transfer here: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F730723863\">What assets are eligible to transfer to my new PEA account at IBKR?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>Interactive Brokers does not support unlisted securities. For more information: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F663047392\">How can I transfer unlisted securities to my PEA Account?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>IBKR only supports the transfer of securities in \u003Cstrong>bearer\u003C\u002Fstrong> form (Au porteur). IBKR does not support \u003Cstrong>registered\u003C\u002Fstrong> securities (Nominatif) unless the securities are classified as \"mandatory registered securities\". For more information: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F749785913\">Can I transfer to my PEA account registered securities?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1205,1211],{"id":332,"title":333,"feedback_context":1206},{"request_context":1207,"type":1208,"id":332,"faq_id":332,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv4-a5e9c15a-4948-4c2f-a376-c6f7b2f29707","FAQ_NAVIGATION",1794539039663,"19af5301-a4e9-407f-873e-136a80d05982",{"id":469,"title":470,"feedback_context":1212},{"request_context":1207,"type":1208,"id":469,"faq_id":469,"timestamp":1209,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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:…\u003C\u002Fp>",[1215,1228,1236,1244],{"id":1216,"title":1217,"feedback_context":1218,"short_description":1221,"source":1222,"slug":1227},"1136179279","How do I transfer Securities and Cash from my current ISK Account to IBKR?",{"request_context":1207,"type":1219,"id":1216,"faq_id":1216,"timestamp":1220,"cir_id":1210},"FAQ_SIMILAR",1794539039690,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To transfer securities and\u002For cash from your existing Investeringssparkonto (ISK) account at your other financial institution to IBKR please use the button above or follow the steps below:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1225,"sourceType":1226},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1136179279","FAQ","transfer-securities-cash-current-isk-1136179279",{"id":1229,"title":1230,"feedback_context":1231,"short_description":1232,"source":1233,"slug":1235},"1392319852","Plan d'épargne en actions (PEA) Account Transfer FAQs",{"request_context":1207,"type":1219,"id":1229,"faq_id":1229,"timestamp":1220,"cir_id":1210},"\u003Cp>\u003Cstrong>How to transfer my Plan d'épargne en actions (PEA) account from my existing financial institution?\u003C\u002Fstrong> \u003C\u002Fp>\u003Cp>The PEA Transfer Position screen allows you to move your PEA account (Cash and Securities) from your current financial institution that carries your existing PEA account to IBKR. Your financial institution and IBKR will coordinate the transfer upon your entry of our transfer-in request form and any required information needed by your financial institution, such as complete forms or other verification requirements. Please contact your current PEA service provider and follow their guidelines for initiating the transfer to IBKR…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1234,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1392319852","plan-depargne-en-actions-pea-1392319852",{"id":1237,"title":1238,"feedback_context":1239,"short_description":1240,"source":1241,"slug":1243},"791002374","How can I transfer my TBSZ Account to IBKR?",{"request_context":1207,"type":1219,"id":1237,"faq_id":1237,"timestamp":1220,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To transfer your TBSZ Account from your current financial institution to IBKR please use the button above or log in to Client Portal and follow the steps:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1242,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=791002374","transfer-tbsz-account-ibkr-791002374",{"id":1245,"title":1246,"feedback_context":1247,"short_description":1248,"source":1249,"slug":1251},"749793323","How can I transfer my PEA account out to another PEA provider?",{"request_context":1207,"type":1219,"id":1245,"faq_id":1245,"timestamp":1220,"cir_id":1210},"\u003Cp>To transfer your Plan d'épargne en actions (PEA) Account out to another PEA provider please follow the steps below:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Login to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Transfer & Pay\u003C\u002Fstrong> then \u003Cstrong>Transfer Funds\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1223,"title":1224,"link":1250,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=749793323","transfer-pea-account-out-another-749793323",{"request_context":1207,"type":1253,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT","transfer-existing-pea-account-other-663047301"]