Modify ACATS

In order for your ACATS transfer to be completed successfully, the contra broker must validate the account number provided on the request. If the account number is invalid, your contra broker will reject the request. To avoid such rejects, IBKR may delay the transmission of your ACATS request if the account number you have provided does not match the alpha-numeric pattern used by the selected broker. IBKR will send a notification for you to review and correct your account number.

Details for updating the account number have been outlined below.

1. Click Transfer & Pay > Transaction Status and History

   • Alternatively, click Menu in the top left corner > Transfer & Pay > Transaction Status and History.

2. Click on the pending transfer request. The default search range starts 10 days in the past; update the start date as necessary.

   • You may also use the Filter buttons on the right hand side to filter by Transaction Type, Method, or Status.

     

3. A pop-up will appear with the summary details of the pending request. On the bottom right of the pop-up window, click Modify.

   

4. A new pop-up will be presented that displays the current account number associated with the request. Modify the account number as appropriate.

   

5. Click Submit to save these changes.

6. The summary detail pop-up will be re-displayed and you will now see the updated ‘Account Number at Broker’ value.

7. You may close this will 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 will not be transmitted and you will receive a new email alert the following day requesting additional account number updates.

If you determine the request is being held up for review incorrectly, please create a web ticket for further review by Interactive Brokers.