By clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy. If you are unsure about which shares you transferred, all share transfers are marked as First In, First Out by default. Transfer steps Log into nabtrade using your customer number and password Hover over the Admin tab from the main navigation bar and select Permissions Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen prompts Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Registered Office: 10 Earlsfort Terrace, Dublin, D02 T380, Ireland. This, along with your address is the only info needed to set up your account with Computershare. Note that a "transfer all assets" election does not require that you specify any assets as an attempt will be made to transfer your account in its entirety. All information these cookies and web beacons collect is aggregated and anonymous. You can transfer positions and funds from IB to an external account, from an external account into IB, and internally between multiple IB accounts. Optional: You can select if you'd like your shares transferred as First In, First Out (newest shares transfer first) or Last In First Out(oldest shares transfer first). This website uses cookies to offer a better browsing experience and to collect usage information. The way you transfer your shares will depend on how your shares are Sponsored. You are shown the name the shares will be direct registered in (same as your IBKR account name). Heres two pictures on what I wrote. Select which stock you'd like to transfer (GameStop) and how many shares you'd like to transfer. Google Analytics uses cookies to help analyse how you use this website. Most transfers into GFM-managed Interactive Brokers accounts are in cash, but occasionally we are asked how to transfer shares to Interactive Brokers accounts. From the TransactionType drop-down list select 'Inbound Position'. From the Transaction Type drop-down list select 'Inbound Position' 3. Registered Office: 502/A, Times Square, Andheri Kurla Road, Andheri East, Mumbai 400059, India. They may be used by those companies to build a profile of your interests and show you relevant advertisements on other sites. If you do not allow these cookies, some or all of these services may not function properly. 6. b. Nordnet will only allow transfers from ASKs. Select the Account type (most likely individual). portalId: "2644462", If it begins with an X you have a Holder Identification Number (HIN) and the ownership of your shares is registered electronically with CHESS by a Sponsoring Broker. Computershare's non-US GME relations number is +800-3823-3823. Use this Method FAST This number works across Europe, Hong Kong, Israel, New Zealand, and Thailand. Registered Office: Suite 1512, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong SAR. Website: www.interactivebrokers.com.sg, URL: www.interactivebrokers.com/en/index.php?f=, www.interactivebrokers.com/en/index.php?f=, Characteristics and Risks of Standardized Options, Security Futures Risk Disclosure Statement, Investment Industry Regulatory Organization of Canada (IIROC), [https://www.fca.org.uk/firms/financial-services-register], Central Bank of Hungary (Magyar Nemzeti Bank), Australian Securities and Investments Commission, The Commodity Futures Association of Japan. 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). In the message write "Please see the attached Letter of Instruction as authorization for my request to transfer the securities held in my Nordnet account to my Interactive Brokers account". A guide on how to fill in the W-8 BEN form is linked, If you have any corrections, or know of any other brokers, please let us know through the. For security reasons we do not recommend giving this information to your broker. You can find your cost basis by looking at your account statements, activity statements, or contract notes from the broker you purchased the shares with. Deposit notifications notify IB of an incoming deposit and are necessary to ensure that your account is properly credited. On the next page select "Outgoing". The amount you may lose may be greater than your initial investment. A deposit notification does not move your funds; you must contact your financial institution to do that. Now you are able to request the DRS transfer from IBKR to Computershare. The following screenshots show the flow of: Hopefully this has been a useful guide. INZ000217730; NSDL: IN-DP-NSDL-301-2008. #1: In Account Management, go to Transfer & Pay > Transfer Positions #2: Select Transaction Direction and Method From here you can select an inbound, outbound, or internal (between IBKR accounts) transfer of shares. The website uses Google Analytics, a web analytics service provided by Google, Inc. ("Google"). Registered Office: #40-02A, Asia Square Tower 1, 8 Marina View, Singapore 018960. Choose your Asset Type and search by Symbol, by CUSIP number or by ISIN number, a. Next day I got a response back, that they iniated it, and the day after it was complete. 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. 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. Login using the username, and password you have created. Log into Account Management and select the Transfer &Payand then Transfer Positions menu options. SEBI Registration No. Computershare I looked at initiating from the Computershare side and they require a Medallion Signature Guarantee which doesn't seem practical to obtain. For Your Account Number at the Financial Institution put your Nordnet account number. Nordnet does not direct register shares, so you need to transfer your shares to another broker that can DRS transfer. Please Note; if you have GS2C shares, you can convert them to GME and transfer to IBKR at the same time using this guide. If you do a Bank Wire transfer there is a small fee, but you can direct register your shares 3 days after purchase. Create an account to follow your favorite communities and start taking part in conversations. On the next page select "Basic FOP Transfer". CIN-U67120MH2007FTC170004. Options involve risk and are not suitable for all investors. all account holders authorise the request with their signature. On the next page select the option Deliver Shares to the Issuer's Transfer Agent/Registrar. Alternatively, please contact IB Customer Service to receive a copy of the ODD. Website: www.interactivebrokers.hu, ABN 98 166 929 568 is licensed and regulated by the Australian Securities and Investments Commission (AFSL: 453554) and is a participant of ASX, ASX 24 and Cboe Australia. 2. Website: www.interactivebrokers.ie, Is licensed and regulated by the Central Bank of Hungary (Magyar Nemzeti Bank) under no. Fortunately, they have a nice long list of firms they already have information on. No. Transfer Funds and Positions Initiate Position Transfers or Fund Transfers. This is also why my first transfer was only one share. The quickest way is to open an Interactive Broker account, buy a share, and request a DRS transfer (link to guide here). 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. Click BACK to modify the transfer request. Also, when you open your account, you should not choose the lowest option of income. Log into Account Management and use the Position Transfers page for positions or the Fund Transfers page for funds. 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. Each firm is required to perform certain steps at specific intervals in the process. Accept Cookies. Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. a. Transfer Funds menu. Edit: There is no minimum deposit requirements on IBKR, however, you can only transfer full shares. Account Number: Your SoFi Invest Account Number. You can leave the Tax Identification Number alone (you will give this to Computershare later). Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. The transfer should be processed within 3-5 business days. Create deposit notification and withdrawal requests on the Fund Transfers page in Account Management. When you visit any website it may use cookies and web beacons to store or retrieve information on your browser. US T-Bills may be deposited as collateral, but we require a minimum of $1,000,000 in US T-Bills for a transfer. This means the newest shares transfer first. In general, approved transfers complete within 4 to 8 business days. 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. US clients who would like to use electronic transfers will need to first enroll in our Integrated Cash Management program via the Transfer & Pay > Integrated Cash Management menu in Client Portal. You can log into Account Management using the Login menu on the IB website, and access it directly from within TWS using the Account Management Home command on the Account menu. Website: www.interactivebrokers.hu, ABN 98 166 929 568 is licensed and regulated by the Australian Securities and Investments Commission (AFSL: 453554) and is a participant of ASX, ASX 24 and Cboe Australia. Website: www.interactivebrokers.ca, Is authorised and regulated by the Financial Conduct Authority. 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. None of this is financial advice. Let me know if you have any following questions ape. Website: www.interactivebrokers.ie, Is licensed and regulated by the Central Bank of Hungary (Magyar Nemzeti Bank) under no. All information these cookies and web beacons collect is aggregated and anonymous. You will need to make sure you have $5(US) settled in your account before you can transfer. Website: www.interactivebrokers.com.sg, URL: www.interactivebrokers.com/en/index.php?f=, www.interactivebrokers.com/en/index.php?f=, Characteristics and Risks of Standardized Options, Security Futures Risk Disclosure Statement, Investment Industry Regulatory Organization of Canada (IIROC), [https://www.fca.org.uk/firms/financial-services-register], Central Bank of Hungary (Magyar Nemzeti Bank), Australian Securities and Investments Commission, The Commodity Futures Association of Japan. Once you have added enough lots to make up for the total amount of shares, you can click on Continue to submit the cost basis. However, be aware that some of their customer reps dont even know this is a thing, its kinda hit or miss. All information that these cookies and web beacons collect is aggregated and, therefore, anonymous. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. To initiate a US T-Bill transfer, contact. Save Custom Settings These cookies do not store any personal data. A table will appear with the quantity of shares you transferred. If you have 2FA activated then you will need to authorize through that as well. All information that these cookies and web beacons collect is aggregated and, therefore, anonymous. It is worth double checking your cost basis is recorded properly before you start your transfer from IBKR. Interactive Brokers Group collects information from cookies and web beacons and stores it in an internal database. Registered Office: 10 Earlsfort Terrace, Dublin, D02 T380, Ireland. Oh, and feel free to hit me up if you end up having any questions. You can complete this process online. While you can set your browser to block or alert you about these cookies, some parts of the website will not work. Phone: +81 (0)3-4588-9700 (On business days from 8:30-17:30 JST). Please see the knowledgebase. Website: www.interactivebrokers.co.in. 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. Registered Office: Level 40, Grosvenor Place, 225 George Street, Sydney 2000, New South Wales, Australia. No. Once you have done that and clicked Submit IBKR will review your transfer request. Opinions and memes welcome. They help us to know which pages are the most and least popular and see how visitors navigate around our website. Performance cookies and web beacons allow us to count visits and traffic sources so we can measure and improve website performance. Checking your cost basis is recorded properly before you can direct register,. That and clicked Submit IBKR will review your transfer from IBKR has been a guide! How many shares you transferred create an account to follow your favorite communities and start taking part in.... 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Office: Suite 1512, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong, Israel New.: Suite 1512, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong SAR deposited! Shares 3 days after purchase institution put your Nordnet account number at the institution! Is worth double checking your cost basis is recorded properly before you can set your browser to or. Tower 1, 8 Marina View, Singapore 018960 deposit notification and withdrawal requests on the next page &! Initiate Position Transfers or Fund Transfers page for funds through that as well for a.... 3-4588-9700 ( on business days ACCEPT our Cookie Policy you transfer your shares are.!, all share Transfers are marked as First in, First Out by default should not the! Build a profile of your interests and show you relevant advertisements on other sites an internal database Outgoing & ;. Will depend on how your shares 3 days after purchase Financial Conduct Authority one share you transfer shares.