How do I transfer funds from UK Regulated account to Securities account?

Q: How do I transfer funds from UK Regulated account to Securities account?

FUNDS TRANSFER To move funds from the IB UK (UK Regulated "-F") account to the Securities account, please take the following steps: Log in to Client Portal Select Transfer & Pay followed by Transfer Funds Select the account number ending in -F, by clicking on the account number or name in the light blue oval in the upper part of the screen to slide out the Account Selector Select Transfer Funds Between Accounts Select " Full Transfer " as the currency to transfer all currency balances at once (scroll down in the currency drop-down list if you do not see it) Click Create Internal Transfers and follow all steps on the remaining pages Additional Information Transferring Funds Internally available in our User Guides

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Accepted Answer

FUNDS TRANSFER

To move funds from the IB UK (UK Regulated "-F") account to the Securities account, please take the following steps:

Log in to Client Portal
Select Transfer & Pay followed by Transfer Funds
Select the account number ending in -F, by clicking on the account number or name in the light blue oval in the upper part of the screen to slide out the Account Selector
Select Transfer Funds Between Accounts

Select "Full Transfer" as the currency to transfer all currency balances at once (scroll down in the currency drop-down list if you do not see it)
Click Create Internal Transfers and follow all steps on the remaining pages

Additional Information

Transferring Funds Internally available in our User Guides