Yes, you can transfer funds or positions internally between individual and joint accounts through Client Portal when specific requirements are met.
Allowed Transfers:
- Transfers from individual to joint where the individual is either the primary or secondary holder on the account and tax IDs match.
- Transfers from joint to individual where the primary or secondary holder on the joint account is the holder of the individual account and tax IDs match.
Please Note
- Cryptocurrency positions cannot be transferred.
- Transfers of stock options, futures, future options, HKD denominated positions and CNH denominated positions are restricted between joint and individual accounts due to regulatory reasons.
- If you recently deposited funds into your account, please be aware that withdrawal restrictions apply to internal transfers as well.
- Internal position transfers are rejected if the account is not yet funded. Please try to transfer funds internally first and then the positions.
Additional Information
- How do I transfer funds or positions between Interactive Brokers accounts?
- Transferring Funds Internally available in our User Guides