ACATS - US

Customers can transfer US stocks, options and cash held at another brokerage firm to IB through the National Securities Clearing Corporation's (NSCC) Automated Customer Account Transfer Service (ACATS). Requests for ACATs are made through Account Management.

IB accepts full and partial transfers of assets. Please note that IB only accepts products that are available for trading. Certain products such as Limited Partnership units cannot be held in your Interactive Brokers account. For initial account funding, your transfer must meet our Minimum Initial Deposit requirements or the transfer will be rejected. Under normal circumstances, the transfer will take between four and eight business days. Please note that you will not be able to withdraw any funds or transfer any assets to another broker for ten business days after an account transfer is received. To transfer assets, go to Account Management and select Deposits and Transfers.

If you would like to transfer cash only, we encourage you to electronically transfer funds from your current broker in order to expedite transfer.

Please note that according to ACATS protocol, standard transfers are always initiated on the receiving end, and therefore we do not initiate transfers out from IB to another broker. View FAQs on ACATS.

As is industry practice, we will not transfer options during their week of expiration.

Equity received via ACATS transfers may be unavailable for withdrawal or transfer for up to 30 days.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.