Transfer & Pay

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 and set up withdrawals; 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, please take the steps outlined below.
  1. Click the Transfer & Pay tab at the top of your page

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

Topics include:

 

Additional Resources

Learn About Funding in the Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Visit the Fund Your Account IBKR Website