Can I transfer funds or positions between Interactive Brokers IRA accounts?

Yes, IBKR supports internal funds or position transfers for IRA accounts with a matching Account Type, Account Title, and tax ID. The IRA accounts need to be the same type of IRA (ie. traditional/traditional or Roth/Roth) in both accounts. 

Request may be submitted within Client Portal:

  1. Log in to Client Portal
  2. Click the Transfer Funds under Transfer & Pay

IBKR also supports the ability to convert your Traditional IRA to a Roth IRA.

Additional Information

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How do I request a manual transfer of cash and/or assets between two IBKR accounts?
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