Enter a Basic FOP Position Transfer

Instructions

If you want to use your third-party broker for a Basic FOP transfer and save it in our system for future use, you must complete two tasks:

  1. Initiate a new Basic FOP transfer, but choose to save the new broker information. No transfer is performed in this step.
  2. Initiate a new Basic FOP transfer using the saved broker information. This is where you select the assets to transfer.

Note: You cannot simultaneously save new broker information and perform a transfer. The transfer must either be performed without saving the broker information, or the transfer must be performed after the broker information is saved.

Basic FOP transfers are generally completed within 3-5 business days, depending on your third-party broker.

Basic FOP notifications are valid for five business days before they expire. Once this Basic FOP notification has expired, IBKR will not accept the shares.

 

Additional Resources

Learn About Position Transfers in the Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the Fund Your Account IBKR Website

Navigate to Transfer Positions