To transfer your TBSZ Account from your current financial institution to IBKR please use the button above or log in to Client Portal and follow the steps:
- Log in to Client Portal
- Click on the icon on the left upper corner below the IBKR logo to expand the account panel.
- Select the TBSZ Account for the collection year you wish to transfer.
- Select from the bottom DEPOSIT
- Select from the Account Selector on the right upper corner the collection year you want to transfer.
- Select Transfer from Another Broker
- Follow the steps on the screen
What are the next steps?
- Initiate the TBSZ Transfer at your current financial institution. They may have their own procedure and forms for you to complete for your transfer.
- Once the delivering institution has been authorized and is ready to deliver, they must contact us via email at tbsz@interactivebrokeres.com, please note this email is exclusively for correspondence between financial institutions/counter parties.
What your current financial institution may need from you:
- If your current financial institution request the list of bank instructions, IBKR will provide you the PDF once you confirmed your transfer in Client Portal.
- If your TBSZ provider ask to provide the KELER code please click on: What is the KELER code for TBSZ Transfers?
- You will be required to provide your TBSZ account number for the collection year you are transferring. To learn how to find your IBKR TBSZ account for each collection year please click on: Where can I find the TBSZ account number for each collection year?
Timing
- Vary from a few business days to weeks and strongly depends on when your current financial institution start processing your transfer. Find further information here: How long does a TBSZ Transfer take to complete?
- IBKR will provide status on your transfer under Transaction Status & History.
Fees
Please Note
- After the 1st of December in every year, you cannot request a transfer of a TBSZ Account that is in it`s last year.