Crypto Funds Transfer

Instructions

Crypto Plus features are available to all eligible clients with individual or joint accounts, along with Institutional Investors such as Organizations and Introducing Brokers.

  1. Click Transfer & Pay > Transfer Funds

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

  2. If you have multiple accounts or account partitions, or if you have a master account and you manage one or more client or sub accounts, the Account Selector opens. Select the account you want to use for this transaction, or use the search function in the Account Selector to find the desired account. Click continue to submit your account selection and close the Account Selector.

  3. From the menu options select Transfer Funds.

    Image of the transfer funds panel in Portal.

  4. If you have not yet enrolled in Crypto Plus select Enroll in Crypto Plus.

    Note: Before you can trade Cryptocurrencies, you need to request "Cryptocurrencies" trading permissions; see Cryptocurrencies Permission.

  5. In the Transfer funds to/from your crypto account section, select the account to which you want to transfer funds, and enter the amount to transfer and click Create Internal Transfer.

    Image of the crypto plus transfer panel in portal.

  6. Once created you can start another transfer, view the transaction history page, or click Finish to go back to the transfer page.

    Image of the crypto transfer submitted in portal.

 

Additional Resources

Learn About Funding in the Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Visit the Fund Your Account IBKR Website

Navigate to Transfer Funds