Transfer Positions
Instructions
The Transfer Positions screen lets you transfer positions to and from your account. We support Incoming and Outgoing position transfers in Portal.
To complete a transfer, please take the steps outlined below.
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Click Transfer & Pay > Transfer Positions
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Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Positions
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Inbound position transfers:
- Automated Customer Account Transfer Service (ACATS)
- Account Transfer on Notification (ATON) for Canadian securities
- DRS - Transfer Shares Held at Transfer Agent
- DWAC - Deposit/Withdraw at Custodian
- Free of Payment (FOP) for US stocks
- Internal Position Transfer
- Transfer Positions Between Master and Sub Accounts
Outbound position transfers:
- DRS - Deliver Shares to the Issuer's Transfer Agent / Registrar
- DWAC - Deposit/Withdraw at Custodian
- Free of Payment Transfer of US Securities
- Internal position transfers
- Position Transfer Between Master and Sub Accounts
When you request an ACATS, ATON or FOP position transfer, you have the option of creating and/or using a Position Instruction.
Who Can Access the Transfer Positions Screen?
You can access this page if you are a(n):
- Individual, Joint, Trust or IRA Account User
- Small Business Account User
- Family Advisors, Non-Professional Advisors or Client User
- Advisor Master User Organization (master and client account)
- Advisor Client
- Proprietary Trading Group Master User
- Broker Master User (master account only)
- Broker Fully Disclosed Client
- Investment Manager Master User
- Fund
Additional Resources
Learn About Position Transfers in the Portal at IBKR Campus
Visit the IBKR Client Portal Website