The purpose of this article is to assist you transfer positions from your Euro Pacific Trader brokerage account to another broker of your choice.
- Only equities (stocks, ETFs, and bonds) are eligible for transfer
- Your receiving brokerage account’s account name must match your account name with us, i.e. first party
- We cannot guarantee that your receiving broker supports all of your securities
- A standard transfer fee will be applied
1. Gather your transfer details
We will need:
- Receiving broker’s name
- Account name at receiving broker
- Account number at receiving broker
- Receiving Broker’s email address
- Assets to be transferred (Name, Symbol, Quantity)
2. Submit your request
After gathering the information above, please create a case inside your eBanking stating your request and include/attach your information compliance pre-approval.
3. Transfer initiated with your broker
Interactive Brokers1, our brokerage custodian, will initiate contact with your receiving broker. Transfer times vary greatly, depending on how responsive your receiving broker’s transfer department can communicate with Interactive Brokers. The average transfer takes 1-2 weeks.
Please notify your receiving broker and do not trade while your transfer is pending.
After you have completed your transfer form, please refrain from buying or selling equities, to prevent complications during the securities transfer. Please also notify your receiving broker that Interactive Brokers will be contacting them to initiate the securities transfer.
4. 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 receiving brokerage account periodically for the securities.
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.