Can I transfer security from my regular investment account to my PEA account?

A transfer of securities from your general investment account at IBKR or from another financial institution`s regular security account (non-PEA) to your  Plan d'épargne en actions (PEA) Account is not allowed. You can only contribute to your existing PEA account in cash…

If you already hold a Plan d'épargne en actions (PEA) Account with another provider you must transfer the PEA Account to your new IBKR PEA account, as you are not allowed to maintain more then one PEA Account as per PEA regulation.

If you do not hold a PEA Account with another provider, you are able to fund your new IBKR PEA Account with a contribution in cash from your existing general investment account…

When you apply for a Plan d'épargne en actions (PEA) Account, you must wait for your account to be opened in order for you to request a PEA Transfer from your existing PEA provider. While your application is under review, no PEA Transfer can be requested…

IBKR does not charge fees for a transfer of your Plan d'épargne en actions (PEA) account from or to IBKR. Please consult your existing PEA Provider for fees they may charge for transferring your account.

Please Note…