The information does not usually directly identify you, but can provide a personalized browsing experience. Opinions and memes welcome. 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. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Interactive Brokers Group collects information from cookies and web beacons and stores it in an internal database. With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. Log into Account Management and select the Transfer & Pay and then Transfer Positions menu options. Clients are advised to retain their check until they have deposit confirmation. Hope this helps someone. All information that these cookies and web beacons collect is aggregated and, therefore, anonymous. Each investor is responsible for their own decisions. Third-Party Deposits - Interactive Brokers strongly discourages and, generally, rejects third-party deposits, which have historically been viewed by the financial services industry and its regulators as being highly susceptible to acts of fraud and money laundering. Supporting documentation for any claims and statistical information will be provided upon request. While you can set your browser to block or alert you about these cookies, some parts of the website will not work. Send an inquiry by going to "help section" -> "Send a Secure Messege" -> "Compose" -> "New Ticket"->" More" -> "Funds & Banking" -> "Transfer Positions". Supporting documentation for any claims and statistical information will be provided upon request. Click CONTINUE. Vanguard sets 1,800 ETFs trading costs to zero today: Time to move all your money over? If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more. Cookies are pieces of data that a website transfers to a user's hard drive for record-keeping purposes. 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). You have many choices with regards to the management of cookies on your computer. Phone: +91-22-61289888 | Fax: +91-22-61289898. 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 From the Transaction Type drop-down list select 'Inbound Position' 3. These cookies do not store any personally identifiable information. If you do not allow these cookies then some or all of these services may not function properly. A popular route has been through Interactive Brokers (IBKR). Save Custom Settings Enter the sending Broker Information in the fields provided, and click CONTINUE. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. For Name of Account Holder at Financial Institution", put your full name as defined on your Nordnet account. FCA register entry number 208159. In general, approved transfers complete within 4 to 8 business days. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). This information is retained in accordance with our Privacy Policy. The 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 ("DNT") signals. Update: Remember to have $55 of free funds available, even though it only costs $5. Registered Office: 1075 Budapest, Madch Imre t 13-14., Hungary. Often shares transferred to IBKR are missing their cost basis. Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. a. A friendly reminder that you'll want to move the funds to the correct investment account in order to ensure your tax situation is not affected. From the Method drop-down list select 'ACATS'. 1. 5. To initiate your transfer, please set up your transfer online: Log into your Wealthsimple account and select, " Add or Transfer an Account". Select Outbound tab and DWAC as the Method. The check must be properly endorsed as directed in the Mobile Check Deposit feature, otherwise the check may be subjected to rejection upon review. Otherwise, the toll-free US number is: +1 800-522-6645 and the US toll number is: +1 (201) 680 6578 (charges may apply). 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. Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. Initiating from IBKR seems like I should use the ACATS (Automated Customer Account Transfer Service) method. If you do not allow these cookies, some or all of these services may not function properly. If you do not allow these cookies and web beacons, you will experience less targeted advertising. Click the toggle switch to YES to transfer your entire position of the selected symbol. 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 select "Basic FOP Transfer". You dont have to put any proof of this. Thanks again, your help was very appreciated . A guide on how to fill in the W-8 BEN form is linked here. For additional information about rates on margin loans, please see Margin Loan Rates. Google will not associate your IP address with any other data held by Google. As a shareholder, you can choose to register the legal title to your shares on either the: You can find out how your shares are held from the reference number on the top right corner of your latest holding or dividend statement. 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 [https://www.fca.org.uk/firms/financial-services-register] Registered Office: Level 20 Heron Tower, 110 Bishopsgate, London EC2N 4AY. 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). 2. Click Add Asset to add the positions you wish to transfer. Website: www.interactivebrokers.com.hk, Is a member of NSE, BSE, SEBI. I will update this tomorrow on my computer. Registered Office: Level 40, Grosvenor Place, 225 George Street, Sydney 2000, New South Wales, Australia. Use the same username/password combination you use to log into your trading account. If you do not allow these cookies, some or all of these services may not function properly. They may be used by those companies to build a profile of your interests and show you relevant advertisements on other sites. Registered Office: #40-02A, Asia Square Tower 1, 8 Marina View, Singapore 018960. Registered Office: #40-02A, Asia Square Tower 1, 8 Marina View, Singapore 018960. In the messege, I wrote that I wanted to do an outbound DRS transfer of x number of GME shares to computershare, and said that I consented to any fees there might be involved with the transfer. On the next page, click on the row GAMESTOP CORP-CLASS A / NYSE". 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. The firm will need the following information to initiate the request: Clearing Firm: Apex Clearing Corp. Right now Im waiting for computershare to send me a letter with snail mail with my login info to computershare. A pop up will ask you what currency you want converted (your local currency), and what currency you want to convert to (USD). From the Method drop-down list select 'ACATS'. They do not store personal information that could identify you directly, but are based on uniquely identifying your browser and internet device. 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. To do this, download, complete, and return theNAB Equity Lending Security/managed fund transfer instructionvia email to equity.lending@nab.com.au, NAB Equity Lending I then used their help section -> "Send a Secure Messege" -> "Compose" -> "New Ticket"->" More" -> "Funds & Banking" -> "Transfer Positions". Now you are able to request the DRS transfer from IBKR to Computershare. It will make things a lot smoother when it comes to tax return time.. Each investor is responsible for their own decisions. a. Supporting documentation for any claims and statistical information will be provided upon request. Log into Account Management and select the Transfer &Payand then Transfer Positions menu options. The quickest way is to open an Interactive Broker account, buy a share, and request a DRS transfer (link to guide here). Before trading security futures, read the Security Futures Risk Disclosure Statement. Registered Office: 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada. Almost all transfers complete within 10 business days. 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. While logged into your account, go to the My Profile tab, then Tax Details. Save Custom Settings ; spouse or, child); or. Has anyone done this? There is no more need for the verification code. HKMC Annuity guarantees fixed income for life is it a good deal? Once your shares and 50 are settled in Nordnet, you need to make a Letter of Instruction with IBKR. Just to help. You may wish to check with the delivering broker to verify their policy in this regard. NAB Defence, your protection against fraud. However, blocking some types of cookies may impact your experience on our website and limit the services we can offer. Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. 6. I chose the second lowest, as a student. Registered Office: 1075 Budapest, Madch Imre t 13-14., Hungary. Enter the sending Broker Information in the fields provided, and click CONTINUE. Performance cookies and web beacons allow us to count visits and traffic sources so we can measure and improve website performance. , Sydney 2000, New South Wales, Australia to log into Account and! Stocks - specifically GameStop Stock ( $ GME ), some or all of these may. 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