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Transferring Funds from the Master Account

You can also use the Fund Transfers page in the Funding menu of Account Management 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. IB 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 Account Management.
2. Click Funding > 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 Transaction Type list, select Internal Transfer.

 

The Internal Funds Transfers section appears.

 

5. Select the source account number from the Source Account Number drop-down list.

If there are any destination accounts eligible to receive an internal funds transfer, the Destination Account Number drop-down list appears.

 

6. Enter the amount of the transfer, the currency and select the Destination Account Number.
7. Click Continue.

Click Cancel at any time to cancel the transaction.

8. 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.