Account Transfer

Instructions

Transfer all assets from your account to an eligible destination account. To do so, you may take the steps outlined below.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration

  2. Select Account Transfer.

  3. All eligible destination accounts will populate below. You may select the destination account and press Continue to complete the request.

    The account transfer panel in client portal.

  4. If you cannot find an account in the destination list, you may select the here hyperlink to request a One Time Transfer to a different account.

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website