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Direct Funding

In order to fund your trading account, IBKR recommends funding the account directly through one of our available banking methods, such as Wire, Check, etc.

To deposit funds directly into your trading account

  1. Log in to your Master account via Advisor Portal.
  1. Click Transfer & Pay > Fund Transfers.
  2. From the top of the page, select the Deposit Funds tab.
  3. Select your currency from the Currency list.
  4. From the Method list, select a deposit type (Wire, Check, and so on).

  1. Type the amount of your intended deposit in the Amount field.
  2. Select one of the following:
  1. If you select either No option, complete all the fields that appear, which vary depending on the withdrawal method you selected. The fields vary depending on your previous selections.

Be sure to enter a Name for the bank instruction that will be saved with your bank information. You will be able to use this bank instruction for future deposit notifications without having to re-enter your bank information.

  1. Verify that all deposit information is correct and make note of any special instructions that appear on the screen.
  1. Decide if you want to save the information as a recurring transaction.

If you would like to save this as a recurring transaction, click Yes, then complete all the fields and selections in that section.

  1. Click Continue to submit your deposit notification.
    Or click Cancel to cancel the transaction.

Depending on the type of deposit notification you selected, a page appears with additional instructions that describe what you need to provide to your bank to complete the actual deposit of funds.