How do I update my ownership percentage in a Tenancy in Common account?

SEND TICKET TO CLIENT SERVICES

Please contact Client Services to request a change of ownership on a Tenancy in Common account.

Use the button above or follow the below procedure to request a change of ownership on an account:

1. Log in to Client Portal.
2. Click the Help menu (question mark icon in the top right corner) followed by Secure Message Center.
3. Click the Compose button and select New Ticket.
4. Select Application Assistance as the ticket category followed by Document Request, then type "Update Ownership" as the subject.
5. Write a brief summary of the request. In case of a Tenancy in Common account, both account holders need to submit to IBKR Client Services a valid copy of an ID document, a notarized letter signed by both parties stating the new ownership and the reason for the change.
6. Click Submit.

IBKR will manually review the request and provide a feedback shortly.

Please Note

• The only joint account type that can update ownership percentage is Tenancy in Common.