Modify ACATS
Instructions
Your ACATS transfer can only be completed if your contra broker validates the account number provided on the request. If it is invalid, the broker will reject your request. To help avoid this, if the account number you have provided does not match the alpha-numeric pattern used by your contra broker, we may delay transmission of your request and send you a notification for review and correction.
Details for updating the account number have been outlined below.
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Click Transfer & Pay > Transaction Status and History.
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Alternatively, click Menu in the top left corner > Transfer & Pay > Transaction Status and History.
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Click on the pending transfer request. The default search range starts 10 days in the past; update the start date as necessary.
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You can also use the Filter buttons on the right side to filter by Transaction Type, Method, or Status.
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A pop-up will appear with the summary details of the pending request. On the bottom right of the pop-up window, click Modify.
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A new pop-up will display the current account number associated with the request. Modify the account number as appropriate.
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Click Submit to save these changes.
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The summary detail pop-up will be displayed again, with the updated ‘Account Number at Broker’ value.
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You can close this by clicking the x in the top right corner.
An update to a valid account number will prompt the transmission of your request to the delivering broker. An update to an invalid account number will not be transmitted and you will receive an email alert the following day requesting additional account number updates.
If you determine your request is being incorrectly delayed, create a web ticket for our further review.
Additional Resources
Learn About Position Transfers in the Portal at IBKR Campus
Visit the IBKR Client Portal Website