Locating your account number for ACATS transfers

When transferring an account from another U.S. broker, whether in whole or part, via ACATS to IBKR clients must provide certain information to confirm the existence of the account and initiate the transfer process.  This information is provided via the in Account Management (Transfer & Pay and then Transfer Positions menu options) and includes the client's account type and title as reflected on the delivering broker's records. IBKR, in turn, submits this information to that broker and it must match in its entirety for the transfer process to continue.

One of the more common causes of transfer rejection by the delivering broker is a mismatch in the account number provided by the client when compare to that on the broker's records.  IBKR recommends that clients review a copy of their brokerage statement to confirm their account number and has provided below statement samples from certain of the more common brokers highlighting where this information can be found.

 

Charles Schwab - Broker #0164.  Account Number convention is 8 characters, all numeric.

 

Fidelity Investments - Delivers through National Financial Services, Broker #0226.  Account Number convention is 9 characters, first 3 alpha-numeric and last 6 numeric.

 

 

Merrill Edge - Broker #0671.  Account Number convention is 8 characters, combination of alpha and numeric.

   

TD Ameritrade - Broker #0188. Account Number convention is 9 characters, all numeric.

 

Vanguard- Broker #0062. Account Number convention is 8 characters, all numeric.

 

Note: This article contains images of sample broker statements which are for illustrative purposes only and which may contain logos that remain the property of each of those brokers.