ExtPositionsTransfer
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Initiate ACATS transfer to the IBKR Account. ACATS will automatically be initiated once the IBKR Account is approved/opened. During account opening, we support FULL OR Partial Transfers.This guide only provides information on FULL transfers. For information on PARTIAL transfers, please send an email to dam@ibkr.com.
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Usage: Optional
Who is this applicable for?
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Fully Disclosed Client (Individual, Joint, Retirement, Org, Trust)
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Advisor Client (Individual, Joint, Retirement, Org, Trust)
Attributes
XSD
<xsd:complexType name=" ExtPositionsTransfer" use="Optional" minOccurs="0" maxOccurs="1" />
<xsd:sequence>
<xsd:attribute name="type" type="type" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="option_pos" type="Boolean" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="ssn" type="String" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="broker_id" type="broker_id" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="signature" type="String" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="sub_type" type="sub_type" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="acct_at_broker" type="String" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="broker_name" type="broker_name" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="short_pos" type="Boolean" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="margin_loan" type="Boolean" minOccurs="1" maxOccurs="1" />
</xsd:sequence>Parameters
|
Name |
Type |
Description |
|---|---|---|
|
type |
FULL PARTIAL |
Indicate if this is a Full OR Partial Transfer. |
|
option_pos |
true false |
Does the account hold option positions? Yes/No |
|
ssn |
String |
SSN listed on the account (This should match the SSN which was listed in Identification element AND TaxResidency element) |
|
broker_id |
/getEnumerations 'ACATS' |
DTC Number of the sending institution |
|
broker_name |
/getEnumerations 'ACATS' |
Name of the sending Broker |
|
signature |
String |
This should match First Name + Middle Initial (If Applicable) + Last Name. |
|
sub_type |
ACATS |
Static- will always be ACATS for ACATS transfer |
|
acct_at_broker |
String |
Account number at the sending institution. |
|
is_margin_loan |
true false |
Does the account hold short positions? Yes/No |
