Follow the instructions below to transfer equities into your Euro Pacific Trader account, whose custodian and technology provider is Interactive Brokers1. Qualified equities include stocks, bonds, and ETFs.
1. Gather your compliance documentation
We will need:
- Share Transfer Agreement
- Brokerage statements listing all of your positions to be transferred, your name, and account number, going back as far as possible
- Statement of bank account that originally funded your current brokerage account (source of funds)
2. Gather your transfer details
We will need:
- Sending broker’s name (Company)
- Account name at sending broker
- Account number at sending broker
- Name of contact person or department that handles transfers
- Email address of broker or transfer department
- If your brokerage statement doesn’t state each position’s Name, Symbol, Quantity, and ISIN, please provide us a list of this data
3. Email us the above
After gathering all of the documents and information above, please email it to [email protected] for compliance pre-approval.
4. Wait for our pre-approval
Our Trading Support team will confirm whether the Euro Pacific Trader supports your proposed securities.
To expedite the pre-approval process, please cross-check your securities against our Contract & Securities Search Tool yourself, and let us know if your securities are found. You can also bookmark this page and use it to find securities in the future.
Note: Due to certain regulatory restrictions, some securities may not be transferable.
5. Transfer is initiated with your broker
We will forward the information to our brokerage custodian, who will initiate contact with your sending broker. Transfer times vary greatly, depending on how responsive your broker’s transfer department can communicate with ours. The average transfer takes 1-2 weeks, but may take longer.
Note: Please notify your broker that Interactive Brokers will be contacting them to initiate the securities transfer. In the meantime, please refrain from trading in the sending account to prevent complications.
6. Check the status of your transfer
Interactive Brokers may or may not notify us when the transfer is complete, so we recommend that you check your sending brokerage account periodically to confirm the securities have left.
1Euro Pacific Trader is offered by Euro Pacific Securities Inc. (“Euro Pacific Securities”), as an Introducing Broker to Interactive Brokers LLC. Interactive Brokers LLC is the custodian, technology provider, and clearing broker to all transactions executed through Euro Pacific Trader and thus the rates, conditions, and examples shown on this site may be subject to change and differ from what is displayed on Euro Pacific Trader. The rates, conditions, and examples on this site are provided on a best-efforts basis and should not be taken as final.
Euro Pacific Securities will not be held responsible for pricing and conditional discrepancies that may arise in the normal course of offering Euro Pacific Trader. Customers should always review and rely on the conditions that are shown directly on Euro Pacific Trader, and it is the responsibility of all customers to carefully review the conditions of every action before approving execution on Euro Pacific Trader.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers LLC does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Euro Pacific Securities. Interactive Brokers LLC provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers LLC to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers LLC makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.