Transfer Positions Between Master and Sub Accounts

Instructions

Introducing Brokers and STL account users with fund management access for the Master Account can transfer positions between the Master Account and its sub accounts, and between two sub accounts. Requests submitted during regular trading hours will transfer immediately. Requests submitted outside regular trading hours will be processed the next business day.

  1. Click Transfer & Pay > Transfer Positions
    • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Positions
  2. If you have multiple accounts or account partitions, or if you have a master account and manage one or more client or sub accounts, the Account Selector will open. Select the account you want to use, or use Search in the Account Selector to find it. Click Continue to submit your selection.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.
  1. In the Transfer Method list, select Internal.

  2. The following page shows the available destination accounts (the account to which you want to transfer assets). Select the account you are looking to transfer assets to. Press Continue.

  3. The following screen displays the symbol, asset class and available quantity of all positions held by the source account.

  4. Provide transfer details as follows:
    • To transfer all positions to the selected sub account, select the Transfer All Positions check box and click Continue.
    • To transfer only some positions, enter the number to transfer for each symbol listed in the Transfer Quantity field, then click Continue.
    • For symbols whose positions you do not want to transfer, leave the Transfer Quantity field blank.
  5. Verify that the transfer information is correct, then click Confirm.
  6. Confirm your identity by entering the confirmation number sent to you via email, then click Confirm.

 

Additional Resources

Learn About Position Transfers in the Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the IBKR Advisor Portal Website

Visit the IBKR Broker Portal Website

Visit the Fund Your Account IBKR Website

Log in to Transfer Positions