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Perform ACATS Position transfer

How to Perform ACATS to move assets from an account outside IB to IB

  1. Login to IB Account Management
  2. Click on Funding -> Position Transfers
  3. Select ACATS as the transfer method
  4. Select type as Full or Partial transfer as appropriate ( if you have cash and/or stocks only and want to move entire account over, select Full. If you want to move a part of the cash / stocks then select Partial. If not sure, please consult us)
  5. In the source, Select your brokerage. Example: National Financial Services For Fidelity.
  6. Enter the Account number and account type at the source. The account type  and account title must match.
  7. Enter account value approx
  8. Continue and submit




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