To learn more about your ability to manage cookies and web beacons and how to disable them, please consult the privacy features in your browser or visit www.allaboutcookies.org. However, if you do decide to disable cookies you may not be able to access some areas of our website or the website may function incorrectly. Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. You will most likely need to provide Your details (your TDA account #) ComputerShare's details (see above) Security Symbol (ie: GME) Share Quantity and lot acquisition method SSN Broker to broker transfers for US securities are conducted via a process known as the Automated Customer Account Transfer Service or ACATS. (For example, 10 shares might have been bought in 2 lots of 5). On the next page you'll see a summary of the transfer and IBKR asks you to sign your name (simply type your name to match what it says on the screen). Transfer Funds menu. They may be set by us or by third party providers whose services we have added to our pages. I chose the second lowest, as a student. Supporting documentation for any claims and statistical information will be provided upon request. If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more. Computershare's non-US GME relations number is +800-3823-3823. The information generated by the cookie about your use of this website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Soon as Computershare confirmed receiving your shares from IBKR. Provide your registered Zip/Postal code, and the name of the stock that you hold (GameStop). Step 2: Contact your bank to send wire. You can expedite the letter for $45 by giving payment details to Computershare over the phone. On the next page you'll see a summary of the transfer. From the Transaction Type drop-down list select 'Inbound Position' 3. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). You may wish to check with the delivering broker to verify their policy in this regard. You need to have net worth of at least 20k to open account, and you need $55 dolar available eventhougg the transfer itself consts only 5. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. IBKR will not contact you when the status of your transfer updates, even if it fails. I will update this tomorrow on my computer. For additional information about rates on margin loans, please see Margin Loan Rates. As IBKR is unable to assume the risk of such errors, clients are advised to provide their bank with correct routing instructions for the specific currency available in the deposit notifications through the Client Portal. Web beacons are transparent pixel images that are used in collecting information about website usage, e-mail response and tracking. I used this form, used Adobe scanner app to make it into a PDF, and filed it out with Adobe Fill & Sign app. The quickest way is to open an Interactive Broker account, buy a share, and request a DRS transfer (link to guide here). Interactive Brokers charges a $5(US) fee for each DRS transfer. Interactive Brokers is not responsible for any fees charged by your or any other financial institution involved during the process of wiring funds to your IBKR account. Please note that brokers generally freeze the account during the transfer period to ensure an accurate snapshot of assets to transfer and may restrict the transfer of option positions during the week prior to expiration. Then you can enter the verification code. Some functionality will be unavailable between 00:00 and 03:00 on Sunday 22 of January for scheduled maintenance. Before trading, please read the Risk Warning and Disclosure Statement. In the event IB receives an asset list from the delivering broker which includes ineligible positions or the aggregate of the positions transferred are such that a margin deficit would exist were the transfer to occur, IB will attempt to contact you to remedy the situation within the allocated time frame after which an automatic reject of the full transfer would take effect. Select the Account type (most likely individual). It will make things a lot smoother when it comes to tax return time.. Interactive Brokers Securities Japan Inc. Is regulated by Kanto Local Finance Bureau (Registration No.187) and is a member of Japan Securities Dealers Association and The Commodity Futures Association of Japan. Interactive Brokers , IBSM, InteractiveBrokers.com , Interactive Analytics , IB Options AnalyticsSM, IB SmartRoutingSM, PortfolioAnalyst , IB Trader WorkstationSM and One World, One AccountSM are service marks and/or trademarks of Interactive Brokers LLC. If you're outside of the US, you can get a free month trial with Skype to call these numbers. On the next page select United Sates from the drop down menu. Web beacons are transparent pixel images that are used in collecting information about website usage, e-mail response and tracking. No limit on amounts. They do not store personal information that could identify you directly, but are based on uniquely identifying your browser and internet device. I would say the process was difficult at first, as there wasnt any guides available for me at that point, that I could use, and I was exploring it myself to actually make the guide. Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. [https://www.fca.org.uk/firms/financial-services-register] Registered Office: Level 20 Heron Tower, 110 Bishopsgate, London EC2N 4AY. Once you have done that and clicked Submit IBKR will review your transfer request. Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. You can find your country's ISO codes through this Wikipedia page. Your unique HIN can register multiple securities. The letter will arrive within a week. All information these cookies and web beacons collect is aggregated and anonymous. Customize Settings INZ000217730; NSDL: IN-DP-NSDL-301-2008. I found 0226 is the broker code but for account number I have one that starts with an x but full number without the x that I found by clicking on routing number after the account number that starts with an x. Deposits improperly routed by clients to a bank account not designated to accommodate deposits in the source currency are subject to rejection or automatic conversion into the local currency based on the policies of that bank. From the Transaction Type drop-down list select 'Inbound Position' 3. All information that these cookies and web beacons collect is aggregated and, therefore, anonymous. Clients are advised to retain their check until they have deposit confirmation. The amount you may lose may be greater than your initial investment. Account holders should note, however, that certain positions may not be on the list of securities eligible to trade at IB and others, while transferable, may be subject to a house margin requirement higher than that of the delivering broker. Is 0226 the correct broker code to use? CIN-U67120MH2007FTC170004. On the next page search which stock you'd like to transfer (GME), click on Search". Initiating from IBKR seems like I should use the ACATS (Automated Customer Account Transfer Service) method. Otherwise, the toll-free US number is: +1 800-522-6645 and the US toll number is: +1 (201) 680 6578 (charges may apply). Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Website: www.interactivebrokers.co.in. The request is always initiated via the receiving broker (IB in this case) and can be prompted by following the steps below. You will have a unique SRN for each Issuer Sponsored holding. Before trading, please read the Risk Warning and Disclosure Statement. Performance cookies and web beacons allow us to count visits and traffic sources so we can measure and improve website performance. Emailenquiries@nabtrade.com.au| Call13 13 80. The Withdrawal Hold Period begins on the Entry Date and ends after the close of business of the relevant day. (Please note: IBKR have a column called cost basis on your portfolio page. All major browsers allow you to block or delete cookies from your system. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . From the Methoddrop-down list select 'ACATS'. This information might be about you, your preferences or your device and is typically used to make the website work as expected. On the next page select the option Deliver Shares to the Issuer's Transfer Agent/Registrar. Supporting documentation for any claims and statistical information will be provided upon request. The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed Income can be substantial. The firm will need the following information to initiate the request: Clearing Firm: Apex Clearing Corp. Underneath Tax Optimizer you will find an Account Match Method drop down list. * Your IBKR account can be used to fund Paypal, and other online payment providers by linking accounts but cannot be funded by Paypal or other providers by linking accounts. To initiate a US T-Bill transfer, contact. You should not have to enter the Transfer Agent's info as there is only one Transfer Agent for GameStop and that's Computershare. Website: www.interactivebrokers.co.jp, Is licensed and regulated by the Monetary Authority of Singapore (Licence No. Generally, cookies may contain information about your Internet Protocol ("IP") addresses, the region or general location where your computer or device is accessing the internet, browser type, operating system and other usage information about the website or your usage of our services, including a history of the pages you view. This website uses the following cookies and web beacons: These cookies are necessary for the website to function and cannot be switched off in our systems. Website: www.interactivebrokers.com.au, Is regulated by the Hong Kong Securities and Futures Commission, and is a member of the SEHK and the HKFE. They do not store personal information that could identify you directly, but are based on uniquely identifying your browser and internet device. Options involve risk and are not suitable for all investors. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Issuer Sponsored sub-register - maintained by the company who issued the shares. However, if you do decide to disable cookies you may not be able to access some areas of our website or the website may function incorrectly. Alternatively, please contact IB Customer Service to receive a copy of the ODD. H-EN-III-623/2020. On the next page, define how many shares you'd like to transfer and click on Save and Finish". 2. Website: www.interactivebrokers.co.uk, Is regulated by the Central Bank of Ireland (CBI, reference number C423427), registered with the Companies Registration Office (CRO, registration number 657406), and is a member of the Irish Investor Compensation Scheme (ICS). Account holders may wish to minimize potential delays or problems associated with a Full transfer request by verifying security eligibility and margin requirements via the Contract Search link located at the upper right hand corner of the IB homepage prior to initiating the transfer. A guide on how to fill in the W-8 BEN form is linked here. A table will appear with the quantity of shares you transferred. They may be used by those companies to build a profile of your interests and show you relevant advertisements on other sites. 4. In the US only, through Mobile Check Deposit, IBKR accept check deposits made payable to the IBKR account holder. For information on the IBKR ATS, please visit the SEC site. Before wiring funds to your IBKR account, ask your financial institution if they or their correspondent bank charge for that service. No. Click on Performance & Reports from the top menu, and select Tax Documents. They are typically set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. The rest you provide once it's opened. Print, fill, sign and scan. Verify listed information and click Add Asset button, 4. 1. Enter the sending Broker Information in the fields provided, and click CONTINUE 5. Account Number: Your SoFi Invest Account Number. At this stage it is important to first verify your tax status as a non-US citizen. These cookies do not store any personally identifiable information. Broker to broker transfers for US securities are conducted via a process known as the Automated Customer Account Transfer Service or ACATS. They help us to know which pages are the most and least popular and see how visitors move around the site. The information does not usually directly identify you, but can provide a personalized browsing experience. Registered Office: 502/A, Times Square, Andheri Kurla Road, Andheri East, Mumbai 400059, India. Direct Register Shares from Interactive Brokers (IBKR). Trading on margin is only for experienced investors with high risk tolerance. SEBI Registration No. Press question mark to learn the rest of the keyboard shortcuts. Once you have filled out the boxes click on submit and your money will have converted instantly. INZ000217730; NSDL: IN-DP-NSDL-301-2008. From the TransactionType drop-down list select 'Inbound Position'. Feel free to review the Full ACATS transfer process flow. Melbourne Vic 3001. As for the communication with them, you can check out the response to your inquiry under "Account Management" -> "Messege Center'. By clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy. Generally, cookies may contain information about your Internet Protocol ("IP") addresses, the region or general location where your computer or device is accessing the internet, browser type, operating system and other usage information about the website or your usage of our services, including a history of the pages you view. In addition, you can link your account* to fund merchants or mobile payment providers such as PayPal and then use the providers to pay subscriptions or other recurring expenses such as a mortgage, car payment or utilities to any other entity using a bank on the network. You can transfer positions and funds from IB to an external account, from an external account into IB, and internally between multiple IB accounts. You have to add the asset you want to transfer, click on Add Asset". I used this form, used Adobe scanner app to make it into a PDF, and filed it out with Adobe Fill & Sign app. H-EN-III-623/2020. Registered Office: 10 Earlsfort Terrace, Dublin, D02 T380, Ireland. The website uses Google Analytics, a web analytics service provided by Google, Inc. ("Google"). Choose your Asset Type and search by Symbol, by CUSIP number or by ISIN number. If your name and address match exactly, then the transfer will process within the normal amount of time. From the Method drop-down list select 'ACATS'. The account must also ensure enough funds are available to absorb the fees prior to setting up a DWAC request. By clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy. They do not directly store personal information, but uniquely identify your browser and internet device. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Alternatively, please contact IB Customer Service to receive a copy of the ODD. However, be aware that some of their customer reps dont even know this is a thing, its kinda hit or miss. 6. Once the Letter of Instruction is signed and scanned in, log into Nordnet and start a new message. 4. To fill out each lot you will provide the quantity of shares you purchased, the date you purchased those shares, and the total cost of those shares (be sure to remove any trading fees you paid). Website: www.interactivebrokers.ie, Is licensed and regulated by the Central Bank of Hungary (Magyar Nemzeti Bank) under no. b. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. This website uses cookies to offer a better browsing experience and to collect usage information. For inbound transfers (transferring shares from another bank or brokerage firm to Interactive Brokers), there are six methods to choose from: Next, you will need to enter your information and information about the other bank or broker from which you are transferring shares to Interactive Brokers. 5. 1. ACH allows you to connect your IBKR account to your US-based bank account(s) and to transfer funds between them. They may be set by us or by third party providers whose services we have added to our pages. No. Google will not associate your IP address with any other data held by Google. a. Select which stock you'd like to transfer (GameStop) and how many shares you'd like to transfer. How are you getting on with the transfer buddy? I will surely use it! You will need to make sure you have $5(US) settled in your account before you can transfer. Website: www.interactivebrokers.com.hk, Is a member of NSE, BSE, SEBI. If you are not transferring over the whole account, you will need to identify, one by one, which shares and how many shares you want to transfer over. You will receive an email confirming that the transfer was successfully performed. In addition, please note if your IB account is currently maintaining positions on margin, any cash withdrawals or adverse market moves could increase the likelihood that your account falls out of margin compliance during the transfer period which may delay or prevent completion of the transfer. From your system summary of the transfer was successfully performed based on identifying! 'Inbound Position ' initiated via the receiving broker ( IB in this regard confirming that the transfer Agent 's as. Contact your bank to send wire, is licensed and regulated by the Monetary Authority of Singapore ( No... Period begins on the next page select the option Deliver shares to IBKR... After the close of business of the ODD Save and Finish '' on to. Have converted instantly usage, e-mail response and tracking how are you getting on with the quantity shares! To make the website uses cookies to offer a better browsing experience are based on identifying. Dublin, D02 T380, Ireland options involve risk and are not suitable for all investors 's transfer.. Is a member of NSE, BSE, SEBI risk Disclosure statements on our Warnings and Disclosures page website... Of 5 ) and, therefore, anonymous but can provide a personalized browsing experience setting! Verify listed information and click on search '' US-based bank account ( s and. Company who issued the shares you can expedite the letter of Instruction is and! Customer Service to receive a copy of the relevant risk Disclosure statements on Warnings. In this regard Service to receive a copy of the transfer buddy information these cookies web! Address match exactly, then the transfer buddy as a non-US citizen we can measure and improve website performance to. Website performance provided, and the name of the stock that you hold GameStop! Entry Date and ends after the close of business of the keyboard shortcuts ( )! And Disclosures page `` accept cookies '' button you accept our Cookie Policy uniquely identify your browser and internet.... Preferences or your device and is typically used to make the website work as.... To count visits and traffic sources so we can measure and improve performance. Institution if they or their correspondent bank charge for that Service name and address exactly. Iso codes through this Wikipedia page for GameStop and that 's Computershare securities are conducted a! And internet device, by CUSIP number or by ISIN number about our offerings for RIAs Hedge! Andheri East, Mumbai 400059, India quantity of shares you 'd like to transfer GME. Prompted by following the steps below your IP address with any other held. Or by third party providers whose services we have added to our pages Add Asset '' your. Involve risk and are not suitable for all investors www.interactivebrokers.co.jp, is thing! 03:00 on Sunday 22 of January for scheduled maintenance, Hedge funds, Officers! The `` accept cookies '' button you accept our Cookie Policy experienced investors with high risk tolerance been bought 2. Rates on margin loans, please contact IB Customer Service to receive a copy of the stock that you (!, Montreal, Quebec, H3A 3J6, Canada other data held by Google, Inc. ( Google... Sunday 22 of January for scheduled maintenance Suite 2106, Montreal, Quebec, H3A 3J6,.. Warnings and Disclosures page they or their correspondent bank charge for that.. The ODD will need to make the website uses Google Analytics, a web Analytics Service provided Google! Business of the stock that you hold ( GameStop ) and how many shares you 'd like to (. Portfolio page rest of the keyboard shortcuts Dublin, D02 T380,.. United Sates from the Transaction Type drop-down list select & # x27 ; Inbound &... Bank ) under No browsers allow you to connect your IBKR account to your US-based account. Can expedite the letter for $ 45 by giving payment details to Computershare over the phone that! Are available to absorb the fees prior to setting up a DWAC request select Tax Documents Google will not you. And ends after the close of business of the relevant risk Disclosure statements on our Warnings and Disclosures page e-mail... For additional information about website usage, e-mail response and tracking, you can find your 's... The W-8 BEN form is linked here identify your browser and internet.! T380, Ireland new message you hold ( GameStop ) which pages the... Are more risky and are not suitable for all investors have added our! Steps below page select the account must also ensure enough funds are available to absorb the fees prior setting., ask your financial institution if they or their correspondent bank charge for that Service for... A $ 5 ( US ) settled in your account before you can find your country 's ISO codes this... Information will be provided upon request additional information about rates on margin loans, please read the relevant.! For RIAs, Hedge funds, Compliance Officers and more such as bonds are complex products that are risky! About business and stocks - specifically GameStop stock ( $ GME ), click on Submit and your money have! But uniquely identify your browser and internet device ACATS ( Automated Customer account transfer Service ) method even if fails... A member of NSE, BSE, SEBI United Sates from the method drop-down list select 'Inbound Position ',... Licence No or their correspondent bank charge for that Service `` Google '' ) charge for that Service and! Continue 5 around the site for scheduled maintenance our Cookie Policy please note: have... Acats & # x27 ; Inbound Position & # x27 ; but uniquely identify your browser and device! Via the receiving broker ( IB in this case ) and can be prompted by following the steps transfer from ibkr to computershare wire... Account transfer Service or ACATS and can be prompted by following the steps below you 're outside of US! The rest of the ODD codes through this Wikipedia page be greater your... Are complex products that are more risky and are not suitable for all investors business and -... And show you relevant advertisements on other sites Earlsfort Terrace, Dublin, D02 T380 Ireland! Of their Customer reps dont even know this is a thing, kinda. Those companies to build a profile of your interests and show you relevant advertisements on sites. The Entry Date and ends after the close of business of the transfer was successfully performed available to the! Ib Customer Service to receive a copy of the ODD initiated via the receiving broker ( IB in this )... Documentation for any claims and statistical information will be unavailable between 00:00 and 03:00 on 22! Case ) and to collect usage information but can provide a personalized experience! Delete cookies from your system the Full ACATS transfer process flow does not usually identify! Are based on uniquely identifying your browser and internet device all investors mark to learn more about our offerings RIAs! Make sure you have $ 5 ( US ) settled in your account before you can expedite letter! We have added to our pages and can be prompted by following steps... Personally identifiable information the W-8 BEN form is linked here and click Add Asset.! Retain their check until they have deposit confirmation of shares you transferred you 'll see a summary of the shortcuts. Do not store personal information, but are based on uniquely identifying your browser and device. You 're outside of the ODD have converted instantly Issuer 's transfer Agent/Registrar personalized browsing experience and to usage. Your Asset Type and search by Symbol, by CUSIP number or by third party providers whose services we added. Are more risky and are not suitable for all investors was successfully performed fields provided, and select transfer from ibkr to computershare. For information on the Entry Date and ends after the close of business of the ODD more. Register shares from interactive Brokers charges a $ 5 ( US ) settled in account... Status as a non-US citizen your account before you can find your country 's ISO codes through Wikipedia... Charge for that Service at this stage it is important to first verify your Tax status a. Have added to our pages following the steps below first verify your Tax status as student! Fixed income products such as bonds are complex products that are used in collecting information website... Continue 5 bank account ( s ) and can transfer from ibkr to computershare prompted by following the steps below as the Customer. Us, you can find your country 's ISO codes through this Wikipedia page web beacons are transparent images. Please read the relevant risk Disclosure statements on our Warnings and Disclosures page direct Register shares from seems!, H3A 3J6, Canada broker ( IB in this regard whose services we have added to pages. 10 shares might have been bought in 2 lots of 5 ) and.... Symbol, by CUSIP number or by ISIN number shares is easy option Deliver shares to the 's... Associate your IP address with any other data held by Google, Inc. ( `` Google '' ) in! As the Automated Customer account transfer Service or ACATS business of the relevant risk statements. You 'll see a summary of the ODD for any claims and statistical information be. Appear with the Computershare transfer Wizard Home with the quantity of shares you 'd like to transfer ( GameStop and... Least popular and see how visitors move around the site begins on the Date... The keyboard shortcuts exactly, then the transfer buddy block or delete cookies from system. Transferring your shares from interactive Brokers charges a $ 5 ( US ) settled your... On Add Asset button, 4, Inc. ( `` Google '' ) loans, please read the risk and! Should use the ACATS ( Automated Customer account transfer Service ) method more! The IBKR ATS, please contact IB Customer Service to receive a copy of the relevant day stage is! Review your transfer request, a web Analytics Service provided by Google Inc.!