CHANGE FAST & SIMPLE TO CAPTRADER
IMPORTANT NOTES TO THE DEPOSIT TRANSFER
If you would like to transfer all or part of your old securities account from another bank or broker within Europe to CapTrader after successfully opening a securities account with CapTrader, please log in to the Client Portal and follow our instructions on this page. If you have any questions regarding the transfer, please do not hesitate to contact us.
Securities to be transferred must be tradable at CapTrader, otherwise the transfer of these positions is not possible. To check the tradability please use our Securities search. If you find the value in the search it is tradable at CapTrader and therefore transferable.
Please ensure that your previous custodian also has a custody account transfer order. For more information, please refer to the previous section.
During the securities account transfer, access to your securities is restricted. Please ask the current securities account manager when the securities will be derecognized if you wish to trade positions during the transfer period. From the time of derecognition until the finalization of the securities account transfer, you will not be able to close any positions.
A transfer can only be made without a change of ownership, i.e. the owner(s) must be identical on the sending and receiving accounts.
CapTrader does not charge any fees during the transfer, however, the selling bank/broker may charge fees for the transfer.
ADVANTAGES OF A SECURITIES ACCOUNT TRANSFER TO CAPTRADER
All securities in one place
Direct stock exchange trading in over 33 countries worldwide
Employee shares are also transferable
Completely digital processing of the securities account transfer, no paper form required
Free transfer (exception: DRS transfer and change of storage location. For a Bearing point change a currency conversion takes place, e.g. from Apple in the trading currency EUR to Apple in the trading currency USD. A change of depository currently costs USD 10 per ISIN. Please note that a change of depository is not always possible. If you have any questions, please contact us before transferring your securities account and a possible change of depository. Contact customer support to check your bearing point change in advance).
Total and partial transfers possible (shares can only be transferred in whole units)
All securities in one custody account simplifies the preparation of tax returns
Tip on the transfer of securities accounts
Before you initiate a transfer, you should have information about your custodian handy. Information such as the custodian's name, location, account number, account registration/type will be helpful. Also, please have a physical or electronic statement ready.
WHY TO CAPTRADER CHANGE?
Multiple test winner
0 EUR Custody account management
Global stock trading
Excellent platforms
HOW TO TRANSFER YOUR ACCOUNT FROM ANOTHER BROKER
Learn here how you can transfer your securities account to CapTrader in just a few steps. If you are a customer of Interactive Brokers, you have the comfortable possibility to transfer your account and securities account with just one mouse click.
NOW OPEN DEPOT AND SWITCH TO CAPTRADER
Switch to CapTrader now in just a few steps and benefit from our excellent trading platforms, favorable conditions and worldwide trading opportunities.
FREQUENTLY ASKED QUESTIONS ABOUT THE DEPOT TRANSFER
Your purchase prices were not transferred by the previous broker?
You can enter your purchase prices yourself following the securities account transfer, should your previous broker not have supplied the data.
Select in the Account Management (Client Portal) please use the path >Reports > Tax documents > Position transfer (under the item "Cost basis") and enter the corresponding rates there.
How can I transfer securities to another securities account?
You want to transfer your CapTrader securities account or individual securities to another securities account?
Then please use the following BIC, should it be requested in your transfer: BIC: IBKRUS33XXX
Can I transfer penny stocks to my CapTrader account?
Pennystocks/PinkSheets cannot be transferred to CapTrader.
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