Transfer Funds Between Accounts

The Fund Transfers page lets you transfer funds internally from your account or an internal fund transfer to another IBKR account.

We support the following internal fund transfers:

  • Internal fund transfer to another IBKR account (all account structures) with matching Account Name, Account Title, Tax ID, National ID, ID Type and Country of legal residence.

  • Linked accounts can use this type of transfer. However, multiple accounts that are eligible to be linked but are not currently linked cannot use this type of transfer; these account holders will receive an error message.

  • Internal fund transfer between a master and sub account. The account types are eligible:

  • Proprietary Trading Groups - Separate Trading Limit accounts.

  • Separate Trading Limit accounts can also transfer funds between two sub accounts.

  • Internal fund transfer to a client or sub account. The following account types are eligible:

    • Advisor Masters can transfer funds to a client account with trading privileges or a client account with a matching Account Name, Account Title and Tax ID.

    • Investment Manager Masters (Fund Advisors) can transfer funds to any client/sub account with a matching Account Name, Account Title and Tax ID.

  • Brokers.

    Some assets (Futures/Options & CNH and HKD denominated products) cannot be allowed to transfer as it constitutes a change of ownership. Cash transfers from non-ISA to ISA accounts are allowed.

Internal Fund Transfer to Another IBKR Account

This option is for all account structures with matching Account Name, Account Title, Tax ID, National ID, ID Type and Country of legal residence.

Linked accounts can use this type of transfer. However, multiple accounts that are eligible to be linked but are not currently linked cannot use this type of transfer; these account holders will receive an error message.

Internal Fund Transfer Between a Master and Sub Account

Eligible account types are:

  • Proprietary Trading Groups - Separate Trading Limit accounts
  • Introducing Brokers
  • Separate Trading Limit accounts can also transfer funds between two sub accounts.

Internal Fund Transfer to a Client or Sub Account

Eligible account types are:

  • Advisor Masters can transfer funds to a client account with trading permissions matching the advisor account (e.g., same title, type, and Tax ID).

  • Investment Manager Masters (Fund Advisors) can transfer funds to an Omnibus Fund sub account, and to any client/sub account with a matching Account Name, Account Title and Tax ID.
  • Introducing Brokers
For more information, visit the Fund Your Account page on our website.