Saved Information
Instructions
Saved information contains information about the financial institution involved in a funding transaction in your account that you can reuse in future transactions. When you set up a deposit/deposit notification or withdrawal on the Fund Transfers page, you are prompted to save the information about your financial institution. This bank information is saved under a name you enter, and you can view all of your saved bank information on the Transfer & Pay > Saved Information screen.
View Saved Information Details
You cannot edit saved information. If you want to change saved information, first delete it from the Saved Information screen, and then create new information as part of your next transaction request.
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Click Transfer & Pay > Saved Information.
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Alternatively, click Menu in the top left corner > Transfer & Pay > Saved Information.
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- Click any saved information to open it.
Delete Saved Information
You can delete saved information you no longer need to use.
- Click Transfer & Pay > Saved Information.
- Alternatively, click Menu in the top left corner > Transfer & Pay > Saved Information.
- Click the x button to the right of the saved information you want to delete.
- Click Yes to complete the operation.
Additional Resources
Learn About Position Transfers in the Portal at IBKR Campus
Visit the IBKR Client Portal Website