Frequently Asked Questions – Opening and Funding a Personal Portfolio

Can I Transfer Part Of An Existing Account Or Multiple Accounts To A Personal Portfolio?

Yes. As part of the ACAT funding process, you will be able to choose full or partial transfer of your positions or funds. Please contact Interactive Brokers by calling 844-408-4390 selecting option 2 if you have questions specific about transfer of positions or funds.

We strongly discourage clients from transferring restricted securities into their Personal Portfolio account(s). Among other reasons, our asset-based fee will continue to accrue and be payable with respect to securities you restrict in your Personal Portfolio.

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It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.