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.
Please Note: Only the FOP (US), DWAC, DRS, SRN or Free of Payment Transfer of Global Securities transfer methods can be used to initiate a position transfer out of your account.
Change steps for submitting the transfer request as per below:
- Log in to Client Portal
- Click Transfer & Pay followed by Transfer Positions
- Select Outgoing
- Select the Region of the receiving firm
- Select the relevant transfer method
- Enter all the required information
- Click CONTINUE
- Type your signature in the Signature field, and then click CONTINUE.
Additional Information
- Entering a Free of Payment Transfer of Global Securities Position Transfer available in our User Guides
- Free of Payment Transfer of Global Securities Position Transfer available on our website
- How do I transfer positions out of Interactive Brokers to a bank or broker outside of the U.S. or Canada?
- How do I transfer positions out of Interactive Brokers via ACATS?
- How do I transfer positions out of Interactive Brokers via ATON?
- How do I transfer positions our of Interactive Brokers via DRS?