Transfer Funds
Instructions
The Fund Transfers menu lets you view the funds status of your account, and initiate deposit notifications, withdrawals and internal fund transfers. Specifically, you can:
Note: You must transfer funds to and from an account matching in title to your IBKR account. You may not transfer funds from an institutional account to a personal IBKR account, unless the titles are exactly matching.
Who can access the Fund Transfers screen?
You can access this page if you are a(n):
- Individual, Joint, Trust or IRA Account User
- Small Business Account User
- Family Advisor, Non-Professional Advisor or Client
- Advisor Master User
- Advisor Client
- Proprietary Trading Group Master User
- Broker Master User (master account only)
- Broker Client
- Investment Manager Master User
- Fund
Additional Resources
Learn About Funding in the Portal at IBKR Campus
Visit the IBKR Client Portal Website