How can I transfer unlisted securities to my PEA Account?

Once your Plan d'épargne en actions (PEA) Account Transfer has been completed, your previous PEA Provider must send a "Transfer History Form"(Bordereau d'Informations Fiscales) with your tax relevant information and account opening date to IBKR. If this form has not been received then contribution of additional cash to your PEA Account or withdrawals are not possible…

You can open a Plan d'épargne en actions (PEA) Account online by clicking on this link.

 Please Note…

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…

Interactive Brokers does not support unlisted securities, you will therefore not be able to hold unlisted securities in your Plan d'épargne en actions (PEA) Account…