We offer various transfer methods depending on which assets you wish to transfer and the location of your broker/bank. Find an overview of the different position transfer methods on the Position Transfers page of the IBKR website.
Use the button above to initiate a position transfer from another institution to your IBKR account or follow the steps below:
- Log in to Client Portal
- Select the Transfer & Pay menu followed by Transfer Positions
- Select Incoming
- Select the Region of the delivering firm
- Select a Transfer Method and follow the prompts on the screen
Please Note
- You may be prompted to provide the institution name, account number, account title and tax ID number associated with the account you are transferring and specific information about the assets being transferred.
- Ensure the securities you want to transfer are listed on an electronic exchange or marketplace offered by IBKR.
- Verify that the securities are not subject to any settlement, transfer, or trade limitations.
Additional Information
- What methods are available to transfer positions into my account?
- How do I transfer my entire account with another U.S. broker to IBKR?
- How do I submit an inbound position transfer for European or Asian positions?
- How do I submit an inbound position transfer via ATON?
- How do I submit a US inbound position transfer via DRS?
- How do I submit an inbound position transfer via DWAC?
- How do I submit an inbound position transfer via DTC?
- How do I transfer shares previously held in an employee share ownership plan?
- What products can I transfer from another broker to IBKR?
- Can a security be transferred into my account?
- Can I receive a positions transfer from a third party?
- How do I transfer positions out of IBKR?
- Can I transfer my positions to another party?
- Is there a fee to transfer positions?