How do I transfer a mutual fund position from a Mutual Fund Company to IBKR?

Q: How do I transfer a mutual fund position from a Mutual Fund Company to IBKR?

SUBMIT REQUEST TO CLIENT SERVICES Mutual funds that are held at a Mutual Fund Company that participates in the Position Transfer Funds (PTF) system and are traded with IBKR may be transferred. Clients must submit a ticket in Client Portal to request a Position Transfer Funds (PTF). Create your ticket through the Message Center by clicking the Help followed by Secure Message Center . Select COMPOSE followed by New Ticket . Select Funds & Banking as the ticket category followed by Position Transfers , then type " Transfer Mutual Fund" as the subject. In the Detailed Description of Problem/Request area please include the following: Ticker Quantity CUSIP Contra Firm Contra Account Number Contra DTC Participant Number Fund Description To determine if a Mutual Fund Company participates in PTF and to obtain their DTC participant number, contact the Mutual Fund Company directly. To determine if a mutual fund is traded with IBKR, please refer to our website . Additional Information Creating a ticket available in our User Guides Mutual fund positions held at another broker/dealer can be transferred using one of the supported position transfer methods available in our Client Portal .

Question

Accepted Answer

SUBMIT REQUEST TO CLIENT SERVICES

Mutual funds that are held at a Mutual Fund Company that participates in the Position Transfer Funds (PTF) system and are traded with IBKR may be transferred. Clients must submit a ticket in Client Portal to request a Position Transfer Funds (PTF). Create your ticket through the Message Center by clicking the Help followed by Secure Message Center. Select COMPOSE followed by New Ticket. Select Funds & Banking as the ticket category followed by Position Transfers, then type "Transfer Mutual Fund" as the subject.

In the Detailed Description of Problem/Request area please include the following:

Ticker
Quantity
CUSIP
Contra Firm
Contra Account Number
Contra DTC Participant Number
Fund Description

To determine if a Mutual Fund Company participates in PTF and to obtain their DTC participant number, contact the Mutual Fund Company directly. To determine if a mutual fund is traded with IBKR, please refer to our website.

Additional Information

Creating a ticket available in our User Guides
Mutual fund positions held at another broker/dealer can be transferred using one of the supported position transfer methods available in our Client Portal.