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specifics of the customer’s current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney.\u003C\u002Fp>\u003Cp>There is no requirement that clients provide a trusted contact and, unless added as a user to the account, the trusted contact is not provided login access to the account nor the authority to make trade or funding decisions.\u003C\u002Fp>\u003Cp>For instructions on adding a trusted contact, click \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F30137750\">here\u003C\u002Fa>.\u003C\u002Fp>",[1205,1211],{"id":12,"title":13,"feedback_context":1206},{"request_context":1207,"type":1208,"id":12,"faq_id":12,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:JFaqHTTP6-4e19f114-5f94-48ab-a824-84e83d1f8da3","FAQ_NAVIGATION",1794534475962,"5b0e4fae-c199-4fc4-a2f6-d2283dbb6e0c",{"id":59,"title":60,"feedback_context":1212},{"request_context":1207,"type":1208,"id":59,"faq_id":59,"timestamp":1209,"cir_id":1210},"\u003Cp>Clients have the opportunity to provide the name and contact information of an individual, referred to as a trusted contact, who IBKR would be authorized to contact and disclose information about their account to address possible financial exploitation, to confirm the specifics of the customer’s current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney…\u003C\u002Fp>",[1215,1228,1236,1244],{"id":1216,"title":1217,"feedback_context":1218,"short_description":1221,"source":1222,"slug":1227},"699730497","What contact information should I provide to my bank when adding Interactive Brokers as a payee for fund transfers?",{"request_context":1207,"type":1219,"id":1216,"faq_id":1216,"timestamp":1220,"cir_id":1210},"FAQ_SIMILAR",1794534475988,"\u003Cp>When adding Interactive Brokers (IBKR) as a payee for fund transfers in your bank's system, you should provide the following contact information:\u003C\u002Fp>\u003Cul>\u003Cli>Contact number: 1 (877) 442-2757\u003C\u002Fli>\u003Cli>Email address: \u003Ca href=\"mailto:help@interactivebrokers.com\">help@interactivebrokers.com\u003C\u002Fa>…\u003C\u002Fli>\u003C\u002Ful>",{"id":1223,"title":1224,"link":1225,"sourceType":1226},"faq","IBKR 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Information regarding the status of the transfer once submitted is also available in the Client Portal.\u003C\u002Fp>\u003Cp>If your broker requires contact information to complete the transfer, the following information can be provided:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1234,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=56716866","provide-contact-name-phone-number-56716866",{"id":1237,"title":1238,"feedback_context":1239,"short_description":1240,"source":1241,"slug":1243},"29081878","Why is my financial institution not in the list of available institutions for security transfers?",{"request_context":1207,"type":1219,"id":1237,"faq_id":1237,"timestamp":1220,"cir_id":1210},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=Support\">SEND TICKET TO CLIENT SERVICES\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Please submit a ticket through Client Portal and provide the full name of the financial institution and the contact details (email address) of their transfer desk that you need added…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1242,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=29081878","financial-institution-not-list-available-29081878",{"id":1245,"title":1246,"feedback_context":1247,"short_description":1248,"source":1249,"slug":1251},"1136193410","Converting from an individual to trust account",{"request_context":1207,"type":1219,"id":1245,"faq_id":1245,"timestamp":1220,"cir_id":1210},"\u003Cp>The process of converting from an individual account to a trust account is outlined below:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>As the trust account structure differs from that of the individual in terms of account holder information required, legal agreements and, in certain cases, taxpayer status, direct conversion is not supported and a new trust account application must be completed online…\u003C\u002Fli>\u003C\u002Fol>",{"id":1223,"title":1224,"link":1250,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1136193410","converting-individual-trust-account-1136193410",{"request_context":1207,"type":1253,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT","trusted-contact-30118648"]