Can I transfer international shares with an existing margin loan from another broker to my IBAU account?

Whether you can transfer international shares with an existing margin loan depends entirely on the transfer method used. IB Australia (IBA) accounts are able to use the below methods that support margin loan transfers:

ACATS (Automated Customer Account Transfer Service)

  • For US securities

ATON (Account Transfer Online Notification)

  • For Canadian securities
  • These methods allow the transfer of both securities and cash balances (including negative cash/margin loans), provided that you operate a margin account, and the assets (loan inclusive) meet IBKR's and your specific account's margin requirements.
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