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How to Transfer Positions to Your Interactive Brokers Account

You can transfer existing positions into your IB account using the Client Portal. Follow the instructions below.

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Written by Andrew Gibbs
Updated this week

  1. Log in at www.interactivebrokers.com.au

  2. Go to Transfer & Pay and click Transfer Positions

  3. Select Incoming

Choose Transfer Method

  1. Choose a Transfer Region:
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    • United States for US-listed positions

    • All Other Regions for Australian or other international positions
      ​

  2. Select Free of Payment Transfer of Global Securities
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Enter Broker & Account Information

  1. Choose the name of your Financial Institution (Holding Broker)
    ​

  2. Enter:

    • Your account number with the holding broker

    • Your account name

    • Account type
      ​

  3. Select the country of the holding broker
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  4. Enter the contact email of your Introducing Broker
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  5. Confirm and save this information

Add Assets to Be Transferred

  1. Click Add Asset
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  2. Choose the asset type
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  3. Search and select by symbol and exchange
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  4. Enter the quantity of each holding

  5. Click Save and Finish or Save and Add More

Review and Confirm

  1. Once all positions are added, click Continue
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  2. Verify the transaction information is correct

  3. Enter your name in the “Sign Here” box exactly as shown
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  4. Click Continue

Print and Complete the Transfer Form

  1. Click View Form and print it

  2. On the printed form, include the following required transfer information:

Transfer INTO: 
Interactive Brokers Australia Pty Ltd No change in beneficial owner Address: 
Level 40, Grosvenor Place 255 George Street Sydney NSW 2000 
Phone:0280937300
CHESS PID: 01892 Custodian: Paribas Security Services Australia
BIC: PARBAU2SXXX

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