Contact - Transfer and Pay

Instructions

Transfer & Pay lets you check the status of your contact's deposits, transfers and withdrawals; enter deposit notifications; set up withdrawals; and create bank instructions for fund and position transfers, settlement instructions for cash and position transactions, and recurring instructions for recurring transactions.

To navigate to this page take the following steps.

1. From the Contact page, click Menu in the top left corner > Contacts & Accounts

2. Click the contact's name to open the Contact Information page.

3. From the Contact page, click Menu in the top left corner > Select Transfer & Pay.

4. Topics include:

   • Transaction Status & History
   • Transfer Funds
   • Transfer Positions
   • Saved Information

 

Additional Resources

• Learn About Funding in the Portal at IBKR Campus

• Visit the IBKR Proprietary Trading Groups Website

• Visit the Fund Your Account IBKR Website