PEA Transfer

Instructions

A PEA refers to a Plan d’Epargne en Actions, which is a tax-efficient investment wrapper for residents of France. It allows French investors to buy and sell European securities with preferential conditions. It contains both a securities account and a cash account. The cash account is debited when a security is purchased and credited when a security is sold or a company pays dividends.

You can transfer PEA accounts held with other brokers (delivering broker/ceding broker) into your account. To do so, follow the steps below.

  1. Click Transfer & Pay > Transfer Funds > Transfer from Another Broker.

    The PEA transfer from another broker menu in portal.

  2. Select the Ceding Broker, enter the PEA Account ID, and upload an Account Statement from your current PEA Broker.

    The PEA transfer in menu in portal.

    Note: Select More Information to view a knowledge base article about transferring PEA accounts.

  3. Provide your signature and select Next to continue.

  4. A confirmation page will appear on your screen.

    The PEA transfer confirmation in portal.

  5. Select View Form to access and print the PEA Transfer Request form, and Upload to upload a signed copy. We will then initiate this transfer with your PEA Provider.

  6. Select Finish to navigate back to the main Transfer Page. Select View Transaction History to view and/or modify your request.

  7. Click a pending transaction from the transaction list to view, cancel, or upload documents.

    The modify a PEA transaction in Portal.

 

Additional Resources

Learn About Funding in the Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the Fund Your Account IBKR Website

Log in to Transfer Funds