We will walk you through the process one step at a time. Below are some quick how-to steps which will hopefully be a helpful supplement to those posted on other websites. Performance cookies and web beacons allow us to count visits and traffic sources so we can measure and improve website performance. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. 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. DRS to transfer shares to or from the direct registration system with a, DWAC stands for deposit / withdrawal at custodian, another option if you have an account with a custodian that clears with DTCC, FOP means free of payment, and is another simple one way transfer of shares (from IB, via DTC) without any corresponding payment transaction, but most importantly, International Asset Transfer is the method you will use if you are transferring from another bank/broker outside the US and Canada, for example, if you are transferring from HSBC Hong Kong to Interactive brokers. Hi, this is my experience on transfering from IBKR to Computershare as a non US ape. On the next page select "Basic FOP Transfer". Login using the username, and password you have created. 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. 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. 2. 1. Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Often shares transferred to IBKR are missing their cost basis. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. None of this is financial advice. https://ibb.co/9bQc8CH https://ibb.co/5876by7. In the US only, through Mobile Check Deposit, IBKR accept check deposits made payable to the IBKR account holder. Once you have done that and clicked Submit IBKR will review your transfer request. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Before trading, please read the Risk Warning and Disclosure Statement. Interactive Brokers charges a $5(US) fee for each DRS transfer. There are several other options, but these are the main two to concern yourself with. Complete your deposit notification request on the Fund Transfers page in Account Management. Customize Settings You dont have to put any proof of this. To update your cost basis in IBKR click on Performance & Reports from the top menu and select Tax Documents. Make sure to select the Holder Account Number tab, instead of Social Security Number. From the Method drop-down list select 'ACATS'. You can complete this process online. Registered Office: Suite 1512, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong SAR. Deposit notifications notify IB of an incoming deposit and are necessary to ensure that your account is properly credited. Performance cookies and web beacons allow us to count visits and traffic sources so we can measure and improve website performance. If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more. Write in your name as it shows on the page and click on Continue. I used this form, used Adobe scanner app to make it into a PDF, and filed it out with Adobe Fill & Sign app. Options involve risk and are not suitable for all investors. Computershare I looked at initiating from the Computershare side and they require a Medallion Signature Guarantee which doesn't seem practical to obtain. 4. Website: www.interactivebrokers.ca, Is authorised and regulated by the Financial Conduct Authority. Chat Method - Start a ' Ask TED ' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer Step 2. Choose your Asset Type and search by Symbol, by CUSIP number or by ISIN number. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. From the Method drop-down list select 'ACATS'. 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. A guide on how to fill in the W-8 BEN form is linked here. From the TransactionType drop-down list select 'Inbound Position'. 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. FCA register entry number 208159. Fill out the Asset Search and Transaction Information sections and click Continue. They are usually only 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. Our website does not track users when they cross to third party websites, does not provide targeted advertising to them and therefore does not respond to "Do Not Track" signals. Proudly powered by. Let me know if you have any following questions ape. On the next page select Basic FOP Transfer". On the page that appears, type your signature in the Signature field, and then click CONTINUE. CIN-U67120MH2007FTC170004. Please note, even at this stage Computershare may not receive your cost basis. Choose your Asset Type and search by Symbol, by CUSIP number or by ISIN number, a. Once you have filled out the boxes click on submit and your money will have converted instantly. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . 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. Edit: apologies for poor formatting due to mobile. I will surely use it! Oh, and feel free to hit me up if you end up having any questions. If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more. 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. 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. H-EN-III-623/2020. You will receive an email confirming that the transfer was successfully performed. Broker Clearing number: 0158. 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). If you have transferred your shares to IBKR, please ignore this cost basis, as it is not the actual cost basis of your shares). On the next page, click on the row GAMESTOP CORP-CLASS A / NYSE". . Website: www.interactivebrokers.com.hk, Is a member of NSE, BSE, SEBI. If you have 2FA activated then you will need to authorize through that as well. Once your shares and 50 are settled in Nordnet, you need to make a Letter of Instruction with IBKR. They are usually only 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. Because of the wait time associated with snail mail, I decided to just transfer one for a start, since there wasnt a guide on this, at the time I tried it out. The amount you may lose may be greater than your initial investment. 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. Or do we have to transfer it again? At this stage it is important to first verify your tax status as a non-US citizen. DWAC fees are USD 100.00 per DWAC. They may be set by us or by third party providers whose services we have added to our pages. I can only afford 1 more share atm, but every share count, right? For example, London in the UK is GB-LDN and Barcelona in Spain is ES-B. We recommend that you check the relevant third parties privacy policy for information about any cookies and web beacons that may be used. To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. 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. Hope this helps someone. No. The Fund Transfers page in Account Management is the starting point for withdrawing funds. You would initiate this transfer request from the brokerage firm that you wish to transfer to. All information that these cookies and web beacons collect is aggregated and, therefore, anonymous. 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. Verify listed information and click Add Asset button. Because we respect your right to privacy, you can choose not to allow some types of cookies and web beacons. If you're outside of the US, you can get a free month trial with Skype to call these numbers. Broker to broker transfers for US securities are conducted via a process known as the Automated Customer Account Transfer Service or ACATS. Registered Office: 502/A, Times Square, Andheri Kurla Road, Andheri East, Mumbai 400059, India. Phone: +81 (0)3-4588-9700 (On business days from 8:30-17:30 JST). All of your fund management, including deposits, withdrawals, and transfers of both cash and positions, is administered through Account Management. Any additional account holders will need to authorise by completing the Outstanding Action on the administration pages of the website. On the next page select "Incoming". If you deposit 150 into your account you need to change it to $ first before you can place a buy order. There is no more need for the verification code. Before trading security futures, read the Security Futures Risk Disclosure Statement. Please see the knowledgebase. The amount you may lose may be greater than your initial investment. Registered Office: 1075 Budapest, Madch Imre t 13-14., Hungary. Login in your IBKR account, and click on "Transfer & Pay" from the top menu and select "Transfer Positions". I chose the second lowest, as a student. First step is opening an Ibkr account, and either transfer (or partial transfer) from your current broker to IBKR, or just buy shares from IBKR and transfer to computershare. [https://www.fca.org.uk/firms/financial-services-register] Registered Office: Level 20 Heron Tower, 110 Bishopsgate, London EC2N 4AY. Computershare; If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you through the process of transfer, sale or finalising the estate. I used this form, used Adobe scanner app to make it into a PDF, and filed it out with Adobe Fill & Sign app. Heres two pictures on what I wrote. portalId: "2644462", 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. Headquarters: One Pickwick Plaza, Greenwich, CT 06830 USA Website: www.interactivebrokers.com, Information on Other Interactive Brokers Affiliates, Is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and Member - Canadian Investor Protection Fund. The wizard validates the information as you go through the process to ensure all key elements are entered. 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. I will update this tomorrow on my computer. Registered Office: #40-02A, Asia Square Tower 1, 8 Marina View, Singapore 018960. 2. The request is always initiated via the receiving broker (IB in this case) and can be prompted by following the steps below. They didnt ask for any proof. When you visit any website it may use cookies and web beacons to store or retrieve information on your browser. Strictly necessary cookies are necessary for the website to function and cannot be switched off in our systems. Trading on margin is only for experienced investors with high risk tolerance. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Please make all deposits to your IBKR account by wire transfer, check, direct bank transfer (ACH), or via one of the other methods described above. A table will appear with the quantity of shares you transferred. They do not store personal information that could identify you directly, but are based on uniquely identifying your browser and internet device. This website may link through to third party websites which may also use cookies and web beacons over which we have no control. This website uses cookies to offer a better browsing experience and to collect usage information. Click Add Asset to add the positions you wish to transfer. FCA register entry number 208159. Supporting documentation for any claims and statistical information will be provided upon request. The way you transfer your shares will depend on how your shares are Sponsored. Applicants may meet the initial account funding requirement through the transfer of securities positions and/or cash via the ACATS system. Otherwise, the toll-free US number is: +1 800-522-6645 and the US toll number is: +1 (201) 680 6578 (charges may apply). Headquarters: One Pickwick Plaza, Greenwich, CT 06830 USA Website: www.interactivebrokers.com, Information on Other Interactive Brokers Affiliates, Is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and Member - Canadian Investor Protection Fund. Soon as Computershare confirmed receiving your shares from IBKR. Website: www.interactivebrokers.co.in. This information is retained in accordance with our Privacy Policy. 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. Click on View Form, then click on Print. Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Functional cookies enable our website to provide enhanced functionality and personalisation. Registered Office: 10 Earlsfort Terrace, Dublin, D02 T380, Ireland. After initial setup, use your bank's bill payment application to move funds from your bank to IBKR. We recommend that you check the relevant third parties privacy policy for information about any cookies and web beacons that may be used. Update: Remember to have $55 of free funds available, even though it only costs $5. How do I transfer my US securities positions from my current broker to IB? Vanguard sets 1,800 ETFs trading costs to zero today: Time to move all your money over? The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed Income can be substantial. You should not have to enter the Transfer Agent's info as there is only one Transfer Agent for GameStop and that's Computershare. ] registered Office: Level 20 Heron Tower, 110 Bishopsgate, London in W-8... Action on the page that appears, Type your signature in the W-8 BEN form is here. 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