QUOTE(Rama522 @ Jul 8 2021, 03:00 PM)
Just FYI in you are interested to delink from TSG.
These are the steps i have taken when i switched to IBKR.
In order to request a manual internal transfer please create a ticket online by following the steps below.
Please log into your client portal -> support -> scroll down to “web ticket” -> compose -> new ticket -> subject: manual internal transfer -> search Ibot -> continue to ticket -> Category: Funds & Banking – Position Transfers -> preview ticket and submit
In the detailed description (body) please mention the source/destination account numbers along with the positions/cash to be transferred. Please note that such transfers are subject to compliance review and approval. Time for review and processing upon approval can take up to 3 weeks.
Cheers.
I have never delinked before, and my conversation with TSG was that they will provide me a form to delink from Financial Advisor (TSG), as for the subsequent procedures I was not clear of.These are the steps i have taken when i switched to IBKR.
In order to request a manual internal transfer please create a ticket online by following the steps below.
Please log into your client portal -> support -> scroll down to “web ticket” -> compose -> new ticket -> subject: manual internal transfer -> search Ibot -> continue to ticket -> Category: Funds & Banking – Position Transfers -> preview ticket and submit
In the detailed description (body) please mention the source/destination account numbers along with the positions/cash to be transferred. Please note that such transfers are subject to compliance review and approval. Time for review and processing upon approval can take up to 3 weeks.
Cheers.
Would it be necessary to transfer our positions when it's already within IBKR's custody? (just thinking out loud, still exploring it)
p.s. was just chatting with TSG, apparently they had no idea about the change too (IBKR didn't inform them lol).
I'm pushing for more clarity in terms of the change/delinking/relink procedure etc.
This post has been edited by Ziet Inv: Jul 8 2021, 04:38 PM
Jul 8 2021, 04:34 PM

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