Transfer & Pay Transfer

Instructions

This section describes how to use the funding functions in the Portal system. Transfer & Pay lets you check the status of your deposits, transfers and withdrawals; enter deposit notifications; set up withdrawals; and create bank instructions for fund and position transfers, settlement instructions for cash and position transactions, and recurring instructions for recurring transactions.

To navigate to this page, follow the steps below.

1. Click the Transfer & Pay Transfer tab at the top of your page.

   • Alternatively, click Menu in the top left corner > Transfer & Pay

Topics include:

• Transaction Status & History
• Transfer Funds
• Transfer Positions
• Saved Information
• Direct Deposit/Debit
• Direct IRA Rollover
• Trustee to Trustee Notification
• Request for Payment Service

 

Additional Resources

Learn About Funding in the Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the Fund Your Account IBKR Website