Trustee to Trustee Notification

You may transfer assets from an IRA account held with another trustee/custodian to an IBKR IRA account. The assets are transferred directly trustee/custodian to trustee/custodian, with no distribution of assets to you. During the transaction process, you will be presented with an IRA Transfer In Authorization form, which you must print out, complete and return to IBKR.

To enter a Trustee to Trustee Notification

  1. Click Transfer & Pay > Transfer Funds.

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

  2. If you have multiple accounts or account partitions, or if you have a master account and you manage one or more client or sub accounts, the Account Selector opens. 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 tabs, select Make a Deposit.

  4. Select Trustee to Trustee Notification and fill out the contribution information and select Get Instructions.

  5. Click Finish to submit your deposit notification.

Note: This feature is only available in Client Portal.