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Charts",{"request_context":23,"type":24,"id":1189,"faq_id":1189,"timestamp":690,"cir_id":26},{"request_context":23,"type":24,"id":1091,"faq_id":1091,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":990,"cir_id":26},{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1197,"server_version":1198,"session_id":1199,"id":1200,"question":1201,"answer":1202,"navigation":1203,"short_description":1212,"similars":1213,"feedback_context":1251,"slug":1253},"FAQ_BROWSER_CONTENT","JFaqHTTP5;-8906411","def6e43a-2eeb-4707-8ff9-2bb1956b7c15","791002374","How can I transfer my TBSZ Account to IBKR?","\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click on the \u003Cstrong>icon\u003C\u002Fstrong> on the left upper corner below the IBKR logo to expand the account panel.\u003C\u002Fli>\u003Cli>Select the TBSZ Account for the collection year you wish to transfer.\u003C\u002Fli>\u003Cli>Select from the bottom \u003Cstrong>DEPOSIT\u003C\u002Fstrong> \u003C\u002Fli>\u003Cli>Select from the \u003Cstrong>Account Selector\u003C\u002Fstrong> on the right upper corner the collection year you want to transfer. \u003C\u002Fli>\u003Cli> Select \u003Cstrong>Transfer from Another Broker\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Follow the steps on the screen\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>What are the next steps?\u003C\u002Fstrong>\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Initiate the TBSZ Transfer at your current financial institution. They may have their own procedure and forms for you to complete for your transfer. \u003C\u002Fli>\u003Cli>Once the delivering institution has been authorized and is ready to deliver, they must contact us via email at \u003Ca href=\"mailto:tbsz@interactivebrokeres.com\">tbsz@interactivebrokeres.com\u003C\u002Fa>, please note this email is exclusively for correspondence between financial institutions\u002Fcounter parties.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>What your current financial institution may need from you:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>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.\u003C\u002Fli>\u003Cli>If your TBSZ provider ask to provide the KELER code please click on: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F758458008\">What is the KELER code for TBSZ Transfers?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>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: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F758457983\">Where can I find the TBSZ account number for each collection year?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Timing\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>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: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F802210202\">How long does a TBSZ Transfer take to complete?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>IBKR will provide status on your transfer under \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=VIEW_TRANS_HISTORY\">Transaction Status & History\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Fees\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F802210231\">What is the transfer fee for TBSZ Account Transfer?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>After the 1st of December in every year, you cannot request a transfer of a TBSZ Account that is in it`s last year.\u003C\u002Fli>\u003C\u002Ful>",[1204,1210],{"id":332,"title":333,"feedback_context":1205},{"request_context":1206,"type":1207,"id":332,"faq_id":332,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:JFaqHTTP5-b2ff1378-f644-499f-92e9-1e34108ff29b","FAQ_NAVIGATION",1794544429151,"825d87dd-f9da-4c90-872a-3acdc4f9c752",{"id":373,"title":374,"feedback_context":1211},{"request_context":1206,"type":1207,"id":373,"faq_id":373,"timestamp":1208,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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:…\u003C\u002Fp>",[1214,1227,1235,1243],{"id":1215,"title":1216,"feedback_context":1217,"short_description":1220,"source":1221,"slug":1226},"243373389","How do I transfer my Stocks and Shares ISA from my current ISA manager to IBUKL?",{"request_context":1206,"type":1218,"id":1215,"faq_id":1215,"timestamp":1219,"cir_id":1209},"FAQ_SIMILAR",1794544429173,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To transfer your ISA Account from your current ISA provider to IBKR please use the button above or log in to Client Portal and follow the steps:…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1224,"sourceType":1225},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=243373389","FAQ","transfer-stocks-shares-isa-current-243373389",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232,"slug":1234},"1136179279","How do I transfer Securities and Cash from my current ISK Account to IBKR?",{"request_context":1206,"type":1218,"id":1228,"faq_id":1228,"timestamp":1219,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To transfer securities and\u002For cash from your existing Investeringssparkonto (ISK) account at your other financial institution to IBKR please use the button above or follow the steps below:…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1233,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1136179279","transfer-securities-cash-current-isk-1136179279",{"id":1236,"title":1237,"feedback_context":1238,"short_description":1239,"source":1240,"slug":1242},"27271498","How do I link my individual account to a Financial Advisor?",{"request_context":1206,"type":1218,"id":1236,"faq_id":1236,"timestamp":1219,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=LINK_ACCOUNT\">LINK ACCOUNT TO ADVISOR\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to link your account to a Financial Advisor in Client Portal:…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1241,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27271498","link-individual-account-financial-advisor-27271498",{"id":1244,"title":1245,"feedback_context":1246,"short_description":1247,"source":1248,"slug":1250},"663047301","How do I transfer my existing PEA Account from my other financial institution to Interactive Brokers?",{"request_context":1206,"type":1218,"id":1244,"faq_id":1244,"timestamp":1219,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=DEPOSIT\">FUND MY ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To transfer your Plan d'épargne en actions (PEA) Account from your current financial institution to IBKR please use the button above or log in to Client Portal and follow the steps:…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1249,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=663047301","transfer-existing-pea-account-other-663047301",{"request_context":1206,"type":1252,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT","transfer-tbsz-account-ibkr-791002374"]