Transfer Funds Between Accounts

Instructions

Use the Fund Transfers page to transfer funds internally from your account to another IBKR account .

Enter an Internal Funds Transfer.

1. Click Transfer & Pay Transfer > Transfer Funds.

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

2. The Account Selector will open. 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 tab menu select Transfer Funds Between Accounts.

   

4. Select the destination account, then click Continue.

5. In the Transaction Information section, select the currency and enter the amount to transfer.

6. Click Continue.

   Note: To cancel a transaction, you can click Cancel at any time.

7. If prompted, enter your username and password.

8. You will immediately receive an email notification containing a confirmation number. Enter the number where indicated on the Internal Funds Transfer page, then click Confirm.

9. If you did not receive a confirmation number, click Resend Confirmation Number to receive a new one.

Associate Accounts for Internal Transfers

If the destination account does not populate in the drop-down list, follow the steps below to request a new Transfer Association.

1. Click Transfer & PayTransfer > Transfer Funds.

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

2. The Account Selector opens. Select the account you want to use, or find it using the search function in the Account Selector. Click Continue to submit your account selection and close the Account Selector.

3. Select Transfer Funds Between Accounts from the tab menu.

4. At the bottom of the page, if you cannot find an account in the destination list, select "Click here to request a new Transfer Association ."

   

5. Enter the Account Number and Reason for the transfer. Press Continue.

   

6. Confirm your identity when prompted by entering your login information along with the two-factor security device; or type the confirmation number we emailed to you and press Continue to save.

   

   Note: For more information please see the Two-Factor Authentication Methods page.

7. Navigate to the Transfer & Pay > Saved Information > Pending section to view your pending request.

 

Additional Resources

Learn About Funding in the Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the IBKR Advisor Portal Website

Visit the IBKR Broker Portal Website

Visit the Fund Your Account IBKR Website

Log in to Transfer Funds