Transfer Positions
Instructions
The Transfer Positions screen lets you transfer positions to and from your account. Portal supports Incoming and Outgoing position transfers.
To complete a transfer, follow 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.
Additional Resources
Learn About Position Transfers in the Portal at IBKR Campus
Visit the IBKR Client Portal Website
Visit the IBKR Advisor Portal Website
Visit the IBKR Broker Portal Website