{"id":5877,"date":"2020-08-12T14:30:23","date_gmt":"2020-08-12T12:30:23","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=5877"},"modified":"2025-08-12T14:45:03","modified_gmt":"2025-08-12T12:45:03","slug":"internal-position-transfer","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/interner-positions-transfer\/","title":{"rendered":"How does the internal position transfer work?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">If you have opened multiple accounts with CapTrader in the same name or you want to transfer positions from other Interactive Brokers accounts (and their partners), you can make an internal transfer. This allows you to move securities positions between your accounts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dialing into the account management (Client Portal)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After dialing into the&nbsp;<a href=\"https:\/\/www.clientam.com\/portal\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Account Management (Client Portal)<\/a>&nbsp;the path&nbsp;<strong>&gt; Transfer&amp;Numbers &gt; Transfer positions<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-1024x472.png\" alt=\"A screenshot of the CapTrader user interface showing a portfolio overview with a chart of investment performance, various account details and account management options highlighted in the top right corner.\" class=\"wp-image-15441\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-1024x472.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-300x138.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-768x354.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-200x92.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-400x184.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-600x276.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-800x369.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3-1200x553.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_transfer_positionen-Kopie-3.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Type of transaction: Internal transfer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now select the item <strong>&gt;<\/strong> <strong>Internal.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Afterwards you select your&nbsp;<strong>Source account<\/strong>from which the desired position is to be transferred away and the&nbsp;<strong>Target account<\/strong>to which the position is to be booked. Then click on the button <strong>&gt; More<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"492\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-1024x492.png\" alt=\"\" class=\"wp-image-9885\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-1024x492.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-300x144.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-768x369.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-200x96.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-400x192.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-600x288.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-800x384.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1-1200x576.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern1.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Selection of securities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">On the following page you will see a list of the securities positions in your securities account and the corresponding quantities. Enter the number of securities you want to transfer.<br>You can transfer the whole position or a part of it. Then click the button <strong>&gt; Next.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"601\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-1024x601.png\" alt=\"\" class=\"wp-image-9886\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-1024x601.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-300x176.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-768x451.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-200x117.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-400x235.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-600x352.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-800x469.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2-1200x704.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_cleint_portal_positonstransfer_intern2.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After that, please confirm your identity and click on the button<strong> &gt; More<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-1024x341.png\" alt=\"\" class=\"wp-image-9962\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-1024x341.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-300x100.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-768x255.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-200x67.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-400x133.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-600x200.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-800x266.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3-1200x399.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_client_portal_positonstransfer_intern3.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Your positions will then be transferred. Please note that the entry prices of the positions are automatically transferred one working day later.<\/p>","protected":false},"excerpt":{"rendered":"<p>Wenn Sie bei CapTrader mehrere Depots, die auf denselben Namen lauten, er\u00f6ffnet haben oder Positionen von anderen Interactive Brokers Konten (und deren Partnern) transferieren m\u00f6chten, k\u00f6nnen Sie einen internen Transfer vornehmen. So k\u00f6nnen Sie Wertpapierpositionen zwischen Ihren Depots umschichten. Einwahl in die Kontoverwaltung (Client Portal) W\u00e4hlen Sie nach der Einwahl in die&nbsp;Kontoverwaltung (Client Portal)&nbsp;den Pfad&nbsp;&gt; [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[86,89],"tags":[],"class_list":["post-5877","post","type-post","status-publish","format-standard","hentry","category-faq","category-kontoverwaltung-client-portal"],"acf":{"blog_summary":"","blog_faq_schalter":"nein","faq_uberschrift":"","blog_faq_loop":null},"_links":{"self":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/5877","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/comments?post=5877"}],"version-history":[{"count":3,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/5877\/revisions"}],"predecessor-version":[{"id":63019,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/5877\/revisions\/63019"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=5877"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/categories?post=5877"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/tags?post=5877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}