Internal Positions Transfers

Instructions

The Fund Transfers page lets you transfer positions internally from your IBKR account to another IBKR account.

  1. Click Transfer & Pay > Transfer Positions.
    • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Positions
  2. If you have multiple accounts or account partitions, or if you have a master account and you manage one or more client or sub accounts, the Account Selector opens. Select the account you want to use for this transaction, or use the search function in the Account Selector to find the desired account. Click Continue to submit your account selection and close the Account Selector.

  3. Select Internal

    Image of the transfer positions panel in Portal.

  4. The following page shows the available destination accounts (the account to which you want to transfer assets). Select the account you are looking to transfer assets to. Press Continue.

    Image of the transfer assets between accounts panel in portal.

  5. Select the assets to transfer by clicking the box on the left side of an asset row, then entering the number of shares or contracts to transfer in the Quantity field.
  6. Click Continue.
  7. If prompted on the next screen, verify your identity and enter the confirmation number we emailed to you.
  8. Click Continue.

 

Additional Resources

Learn About Position Transfers in the Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the Fund Your Account IBKR Website

Log in to Transfer Positions