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Transferring Funds from the Master Account

You can also use the Fund Transfers page in the Transfer & Pay menu in the Advisor Portal to transfer cash from the Master account to your personal trading account.

Funds which are deposited to the master account are subject to our stated hold periods. This could cause a delay in the processing of an internal transfer to your trading account. IBKR recommends funding the trading account directly

To transfer funds from the Master account to your trading account

1. Log in to your Master account via Advisor Portal.
2. Click Transfer & Pay > Fund Transfers.
3. Select the Master account in the Account Selector at the top of the page. The master account is identified with the prefix “F” and sub accounts with the prefix “U.”
4. From the tab menu, select Internal Transfer. Then, select the destination account.

The Internal Funds Transfers section appears.

5. In the Transaction Information section, select the currency and enter the amount to transfer.

6. Click Continue.

Click Cancel at any time to cancel the transaction.

7. Verify that the details of the internal funds transfer are correct, then click Continue.

You will immediately receive an email notification containing a confirmation number. Enter the confirmation number where indicated on the Internal Funds Transfer page, then click Confirm.

If you did not receive a confirmation number, click Resend Confirmation Number to receive a new one.